How can we help you today?

Search our knowledge base or browse categories below to find answers to your questions about Boss Note.

Help Categories

Browse topics by category

Learn the basics of setting up your account, adding your first transactions, and navigating the dashboard.

Master categorization, bulk editing, reconciliation, and generating professional financial reports.

Information on encryption, backups, two-factor authentication, and how we keep your financial data safe.

Manage your plan, understand billing cycles, update payment methods, and review invoice history.

Our dedicated support team is available to help you with complex issues, custom setups, or any technical difficulties.