[$250] Improvement: Change the onboarding task copy from "Connect to Other" to "Connect your accounting software"

[m-natarajan]

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!

---

Version Number: 9.1.54-2
Reproducible in staging?: Y
Reproducible in production?: Y
If this was caught during regression testing, add the test name, ID and link from TestRail:
Email or phone of affected tester (no customers):
Logs: https://stackoverflow.com/c/expensify/questions/4856
Expensify/Expensify Issue URL:
Issue reported by: @dylanexpensify
Slack conversation (hyperlinked to channel name): #Convert

Action Performed:

1. Signup for a new account
2. Select Manage my team's expense, 1-10 employees and other as accounting software during onboarding
3. Navigate to concierge or admin chat

Expected Result:

The onboarding task displays the copy as:
"Connect your accounting software"

Actual Result:

The onboarding task displays the copy as:
"Connect to Other"

Workaround:

Unknown

Platforms:

Select the officially supported platforms where the issue was reproduced:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Platforms Tested:

On which of our officially supported platforms was this issue tested:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

Add any screenshot/video evidence

View all open jobs on GitHub

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021929597729296316528
• Upwork Job ID: 1929597729296316528
• Last Price Increase: 2025-06-02

Issue Owner

Current Issue Owner: @nkdengineer

[melvin-bot]

Triggered auto assignment to @alexpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[nkdengineer]

🚨 Edited by proposal-police: This proposal was edited at 2025-05-30 07:45:15 UTC.

Proposal

Please re-state the problem that we are trying to solve in this issue.

The onboarding task displays the copy as:
"Connect to Other"

What is the root cause of that problem?

We define this in here

App/src/CONST.ts

Lines 66 to 76 in 733010e

	const ONBOARDING_ACCOUNTING_MAPPING = {
	quickbooksOnline: 'QuickBooks Online',
	xero: 'Xero',
	netsuite: 'NetSuite',
	intacct: 'Sage Intacct',
	quickbooksDesktop: 'QuickBooks Desktop',
	sap: 'SAP',
	oracle: 'Oracle',
	microsoftDynamics: 'Microsoft Dynamics',
	other: 'Other',
	};

What changes do you think we should make in order to solve the problem?

1. Change Other to accounting software

App/src/CONST.ts

Lines 66 to 76 in 733010e

	const ONBOARDING_ACCOUNTING_MAPPING = {
	quickbooksOnline: 'QuickBooks Online',
	xero: 'Xero',
	netsuite: 'NetSuite',
	intacct: 'Sage Intacct',
	quickbooksDesktop: 'QuickBooks Desktop',
	sap: 'SAP',
	oracle: 'Oracle',
	microsoftDynamics: 'Microsoft Dynamics',
	other: 'Other',
	};

2. We can change from Connect to here to Connect your if integrationName is ONBOARDING_ACCOUNTING_MAPPING.other

App/src/CONST.ts

Lines 5516 to 5518 in 4142c94

	title: ({integrationName, workspaceAccountingLink}) => `Connect to [${integrationName}](${workspaceAccountingLink})`,
	description: ({integrationName, workspaceAccountingLink}) =>
	`Connect to ${integrationName} for automatic expense coding and syncing that makes month-end close a breeze.\n` +

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

None

What alternative solutions did you explore? (Optional)

Reminder: Please use plain English, be brief and avoid jargon. Feel free to use images, charts or pseudo-code if necessary. Do not post large multi-line diffs or write walls of text. Do not create PRs unless you have been hired for this job.

[melvin-bot]

@alexpensify Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021929597729296316528