Skip to content

[No QA] Docs updates for E/A#99758 Intuit Enterprise Suite now available to all workspaces - #99799

Draft
MelvinBot wants to merge 1 commit into
mainfrom
claude-docsIntuitEnterpriseSuiteGa
Draft

[No QA] Docs updates for E/A#99758 Intuit Enterprise Suite now available to all workspaces#99799
MelvinBot wants to merge 1 commit into
mainfrom
claude-docsIntuitEnterpriseSuiteGa

Conversation

@MelvinBot

Copy link
Copy Markdown
Contributor

Explanation of Change

Help site updates for #99758, which removed the intuitEnterpriseSuite beta and the policy-type condition. Intuit Enterprise Suite is now listed as its own connection on every workspace's Accounting page, directly below QuickBooks Online, and connecting it requires the Control plan.

The help site did not describe that. Connect-to-QuickBooks-Online.md only said the QuickBooks Online connection "also works with Intuit Enterprise Suite", which reads as one connection covering both. There was no article for the Intuit Enterprise Suite connection flow.

What changed

  1. New articledocs/articles/new-expensify/connections/quickbooks-online/Connect-to-Intuit-Enterprise-Suite.md. Covers who can connect it, the steps to connect, what happens after connecting, and an FAQ. Written to docs/TEMPLATE.md: one # title plus # FAQ, task-based ## headings only, no ###, and a <!-- SCREENSHOT: --> placeholder.
  2. UpdatedConnect-to-QuickBooks-Online.md:
    • Replaced the "also works with Intuit Enterprise Suite" line with an accurate statement that it is a separate, Control-plan connection, plus a relative cross-link to the new article.
    • Corrected step 6 from Set up to Connect, which is what the button actually reads.

UI verification

Every label was checked against the live app rather than the source, per docs/HELPSITE_NAMING_CONVENTIONS.md:

Item Verified label
Connection row Intuit Enterprise Suite
Its button Connect (same as QuickBooks Online's)
Row order QuickBooks Online, then Intuit Enterprise Suite
More features section / toggle Integrate / Accounting
Collect-plan upgrade modal Title Upgrade, badge Unlock this feature, body "Our Intuit Enterprise Suite integration is only available on the Control plan…", button Upgrade

Left out on purpose: the "Intuit Enterprise Suite" column in the QuickBooks Online feature table. It documents feature support by Intuit subscription level, so it is still useful there — but flagging it in case you would rather move it to the new article.

Evidence (2)

Accounting page listing QuickBooks Online and Intuit Enterprise Suite, both with Connect buttons

Accounting page listing QuickBooks Online and Intuit Enterprise Suite, both with Connect buttons

Upgrade modal shown after clicking Connect on Intuit Enterprise Suite for a Collect plan workspace

Upgrade modal shown after clicking Connect on Intuit Enterprise Suite for a Collect plan workspace

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/658857
PROPOSAL:

Tests

// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// Please describe what QA needs to do to validate your changes and what areas do they need to test for regressions.

  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (see Reviewing the code)
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
  • If new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

@ShridharGoel, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying @MelvinBot mark this PR as ready for review.

…ction

Co-authored-by: Shridhar Goel <ShridharGoel@users.noreply.github.com>
@MelvinBot
MelvinBot requested a review from a team August 28, 2026 21:49
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Aug 28, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#99758 Intuit Enterprise Suite now available to all workspaces [No QA] Docs updates for E/A#99758 Intuit Enterprise Suite now available to all workspaces Aug 28, 2026
@OSBotify

Copy link
Copy Markdown
Contributor

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

HelpDot Apply this label if the issue relates to ExpensifyHelp

Projects

None yet

Development

Successfully merging this pull request may close these issues.

4 participants