Link Accounts (Onboarding)
Onboarding component which walks users through connecting business accounts.
The Link Accounts component is intended to be used during onboarding into an accounting experience, regardless of whether the business is additionally enrolling in bookkeeping services or not. It will prompt users to connect all their business accounts in sequence and prompt them to confirm whether any accounts are personal and should be excluded.
This component is automatically included in the Onboarding component flow, but is available to be embedded standalone here as well.
Users will be first prompted to connect their bank.
After connecting accounts, the component will show cards for each transaction as well as loading progress.
Users will be prompted to confirm which accounts are used by their business.
Properties
A function to navigate to the next screen in the onboarding flow.