Defining Obstructions & How to Troubleshoot

🚩 Types of Obstructions in Insight

There are four main types of obstructions you will see in BKE Insight:

1. Secondary Security Needed
   • A two-factor code or security question is required to access one of your accounts.
2. Invalid Login
   • A login has changed or expired, preventing us from accessing your accounts.
3. Client-Provided Document
   • We are waiting on a document (e.g., bank statement, invoice, or report) that only you can provide.
4. Other
   • A more general obstruction, most often tied to needing QuickBooks Online (QBO) access.

🛠️ How to Resolve Obstructions

• Nightly Emails
  • You’ll receive an email from BKE whenever an obstruction is identified.
  • Each email includes clear, step-by-step instructions to resolve the issue.
• Quick Calls
  • Some issues (like secondary security or login resets) may require a brief call.
  • Schedule directly through the “Your Team” button in the BKE Insight Portal with your Documents Manager.
• Insight Communications
  • Many issues can be handled through secure messaging in Insight.
  • Follow the directions in the nightly obstruction emails.

✅ Best Practice: Eliminate Obstructions Altogether

The most effective way to reduce obstructions is by granting BKE the direct access we need:

• Provide our team with unique logins whenever possible.
• This eliminates security interruptions, reduces delays, and makes bookkeeping much more efficient.