Update QBD help article for reusing existing connections#87438
Update QBD help article for reusing existing connections#87438
Conversation
Adds documentation for the new ability to reuse an existing QuickBooks Desktop connection across workspaces, introduced in PR #86909. Also updates section headings to follow HelpDot authoring guidelines. Co-authored-by: Lucien Akchoté <lakchote@users.noreply.github.com>
| title: QuickBooks Desktop | ||
| description: Easily connect Expensify to QuickBooks Desktop for streamlined expense management and accounting. | ||
| keywords: [New Expensify, QuickBooks Desktop, Web Connector, accounting integration, expense management] | ||
| keywords: [New Expensify, QuickBooks Desktop, Web Connector, accounting integration, expense management, reuse existing connection] |
There was a problem hiding this comment.
Missing required metadata: The YAML frontmatter is missing the internalScope field, which is mandatory per HELP_AUTHORING_GUIDELINES.md Section 3 and TEMPLATE.md.
Add something like:
internalScope: Audience is Workspace Admins. Covers connecting QuickBooks Desktop to Expensify and reusing existing connections, does not cover configuring export or coding settings.| --- | ||
|
|
||
| # Step 1: Start the Setup in Expensify | ||
| ## How to reuse an existing QuickBooks Desktop connection |
There was a problem hiding this comment.
Structure violation: The article is missing its single required # heading (article title). Per HELP_AUTHORING_GUIDELINES.md Section 4, every article must have exactly one # heading as the article title. The old # Step 1/2/3 headings were correctly converted to ##, but a # title heading needs to be added above the intro paragraph.
Add a title heading like:
# How to connect QuickBooks Desktop to ExpensifyThis should appear right after the YAML frontmatter closing ---, before the introductory text.
| --- | ||
|
|
||
| # Step 2: Install and Launch the Web Connector | ||
| ## How to install and launch the Web Connector |
There was a problem hiding this comment.
AI readiness: This heading should include the full feature name "QuickBooks Desktop" for searchability and retrieval optimization, consistent with the other changed headings in this PR.
Suggested fix:
## How to install and launch the QuickBooks Desktop Web Connector
HelpDot Documentation ReviewOverall AssessmentThis PR improves the QuickBooks Desktop help article by adding documentation for reusing existing connections across workspaces and restructuring headings from the forbidden Scores Summary
Key Findings
Recommendations
Files Reviewed
|
Summary
Test plan