Update 6 HelpDot files based on SDO output

docs/articles/expensify-classic/connections/quickbooks-online/Connect-To-QuickBooks-Online.md

@@ -1,43 +1,63 @@
 ---
 title: Connect to QuickBooks Online
-description: Everything you need to know about using Expensify's direct integration with QuickBooks Online.
-order: 1
+description: Learn how to connect Expensify to QuickBooks Online for seamless expense tracking and reporting.
+keywords: [QuickBooks Online, Expensify integration, expense management, accounting, export reports]
 ---
+<div id="expensify-classic" markdown="1">
 
-The Expensify integration with QuickBooks Online brings in your expense accounts and other data and even exports reports directly to QuickBooks for easy reconciliation. Plus, with advanced features in QuickBooks Online, you can fine-tune coding settings in Expensify for automated data export to optimize your accounting workflow.
+Expensify's integration with QuickBooks Online allows you to import expense accounts, sync financial data, and export reports directly for streamlined reconciliation. This guide walks you through setting up the connection and ensuring a smooth integration.
 
-## Before connecting
+## Before You Begin
 
-It’s crucial to understand the requirements based on your specific QuickBooks subscription:
-- While all the features are available in Expensify, their accessibility may vary depending on your QuickBooks Online subscription.
-- An error will occur if you try to export to QuickBooks Online with a feature enabled that isn’t part of your subscription.
-- Please be aware that Expensify does not support the Self-Employed subscription in QuickBooks Online.
+To avoid errors and ensure compatibility, consider the following:
+- Certain features in Expensify may not be compatible with your QuickBooks Online setup.
+- If a feature is enabled in Expensify but not supported by your QuickBooks Online plan, an export error will occur.
+- **Expensify does not support QuickBooks Online Self-Employed.**
+
+**Note:**  
+Make sure your QuickBooks Online subscription supports the necessary features before proceeding.
 
 ![QuickBooks Online - Subscription types]({{site.url}}/assets/images/QBO1.png){:width="100%"}
 
-# Step 1: Setup Employees in QuickBooks Online
-Employees must be set up as either Vendors or Employees in QuickBooks Online. Make sure to include the submitter’s email in their record.
+---
+
+## Step 1: Set Up Employees in QuickBooks Online
 
-If you use vendor records, you can export as Vendor Bills, Checks, or Journal Entries. If you use employee records, you can export as Checks or Journal Entries (if exporting against a liability account).
+Before connecting, ensure that employees are set up correctly in QuickBooks Online:
+- Employees must be listed as **Vendors** or **Employees** within QuickBooks Online.
+- Include each submitter’s **email address** in their record.
 
-# Step 2: Connect Expensify and QuickBooks Online
-1. Click **Settings** near the bottom of the left-hand menu.
-2. Navigate to Workspaces > Groups > [workspace Name] > Connections.
-3. Click on **Connect to QuickBooks Online**.
-4. Click the **Create a New QuickBooks Online Connection** button.
-5. Enter your QuickBooks Online Administrator’s login information and choose the QuickBooks Online Company File you want to connect to Expensify (you can connect one Company File per Workspace). 
-6. Then click **Authorize**.
-7. You will be redirected back to Expensify and the connection will import some initial settings from QuickBooks Online to Expensify.
-8. Once the sync is complete, the configuration window for QuickBooks Online will open automatically so you can configure your export, import, and advanced settings. 
-9. Click the **Save** button when you’re done configuring to finalize the connection.
+### Export Options Based on Record Type:
+- **Vendor Records**: Export as **Vendor Bills, Checks, or Journal Entries**.
+- **Employee Records**: Export as **Checks or Journal Entries** (if using a liability account).
+
+---
+
+## Step 2: Connect Expensify to QuickBooks Online
+
+1. Go to **Settings** in the left-hand menu.
+2. Navigate to **Workspaces > Groups > [Workspace Name] > Connections**.
+3. Click **Connect to QuickBooks Online**.
+4. Select **Create a New QuickBooks Online Connection**.
+5. Enter your **QuickBooks Online Administrator** login credentials.
+6. Choose the **QuickBooks Online Company File** to connect (only one Company File per Workspace).
+7. Click **Authorize**.
+8. You’ll be redirected back to Expensify, and initial settings will sync from QuickBooks Online.
+9. Once the sync is complete, the QuickBooks Online configuration window will open automatically.
+10. Adjust **export, import, and advanced settings** as needed.
+11. Click **Save** to finalize the connection.
+
+---
 
-## Step 2B: Exporting Historical Reports to QuickBooks Online
+## Step 3: Export Historical Reports to QuickBooks Online
 
-After connecting QuickBooks Online to Expensify, you may receive a prompt to export all historical reports from Expensify. To export multiple reports at once, follow these steps:
+After connecting, you can export past reports from Expensify to QuickBooks Online in bulk.
 
-1. Open the Reports page in a web browser.
-2. Reset the filters and then adjust the filters to display the reports in question.
-3. Check the box to the left of the reports you want to export.
-4. Click **Export To** and select **QuickBooks Online**.
-    - If you don’t want to export specific reports, select “Mark as manually entered” instead.
+### To export multiple reports:
+1. Open the **Reports** page in a web browser.
+2. Reset the filters, then adjust them to display the reports you want to export.
+3. Check the box next to each report.
+4. Click **Export To**, then select **QuickBooks Online**.
+    - If you do not want to export specific reports, select **Mark as Manually Entered** instead.
 
+</div>