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Combine the Category and Tag Tasks when direct accounting selection in the onboarding intent

Open davidcardoza opened this issue 3 months ago • 18 comments

Problem

During onboarding, users who select a direct accounting integration (such as QuickBooks Online) are presented with separate tasks to set up "Categories" and "Tags." However, because both categories and tags are automatically managed by the direct accounting integration, these setup tasks are redundant and can be confusing for users who don’t need to take any additional steps.

Solution

Combine the Category and Tag Setup Tasks: When a user selects a direct accounting connection like QBO, the tasks for "Setup Categories" and "Setup Tags" should be combined into a single, streamlined task that reflects their automatic setup via the integration.

  • Slack conversation for additional background - https://expensify.slack.com/archives/C07HPDRELLD/p1729708260070999
  • Related GH - https://github.com/Expensify/App/issues/48745
Issue OwnerCurrent Issue Owner: @dukenv0307

davidcardoza avatar Oct 28 '24 17:10 davidcardoza