The onboarding component can be included on an accounting landing page to prompt users to connect accounts.

After connecting accounts, the component will change into a prompt to categorize transactions.

For a business that has already onboarded, this component will render nothing, so it’s safe to leave on the default page for all businesses.

<Onboarding
  onTransactionsToReviewClick={() => navigate('/accounting/bank-transactions')}
/>

​
Properties

​
onTransactionsToReviewClick
function
required

A function which navigates to the bank transactions to review page of your app.

​
onboardingStepOverride
string

By default, the onbarding component will infer the onboarding step by checking if the business has connected accounts. If you want to override this behavior, you can set this parameter to 'connectAccount' or 'complete'.

The onboarding component can be included on an accounting landing page to prompt users to connect accounts.

After connecting accounts, the component will change into a prompt to categorize transactions.

For a business that has already onboarded, this component will render nothing, so it’s safe to leave on the default page for all businesses.

<Onboarding
  onTransactionsToReviewClick={() => navigate('/accounting/bank-transactions')}
/>

​
Properties

​
onTransactionsToReviewClick
function
required

A function which navigates to the bank transactions to review page of your app.

​
onboardingStepOverride
string

By default, the onbarding component will infer the onboarding step by checking if the business has connected accounts. If you want to override this behavior, you can set this parameter to 'connectAccount' or 'complete'.