QBO import main page

src/CONST.ts

@@ -1200,6 +1200,24 @@ const CONST = {
         EXPENSIFY_EMAIL_DOMAIN: '@expensify.com',
     },
 
+    INTEGRATION_ENTITY_MAP_TYPES: {
+        DEFAULT: 'DEFAULT',
+        NONE: 'NONE',
+        TAG: 'TAG',
+        REPORT_FIELD: 'REPORT_FIELD',
+        NOT_IMPORTED: 'NOT_IMPORTED',
+        IMPORTED: 'IMPORTED',
+    },
+    QUICK_BOOKS_ONLINE: 'quickbooksOnline',
+
+    QUICK_BOOKS_IMPORTS: {
+        SYNC_CLASSES: 'syncClasses',
+        ENABLE_NEW_CATEGORIES: 'enableNewCategories',
+        SYNC_CUSTOMERS: 'syncCustomers',
+        SYNC_LOCATIONS: 'syncLocations',
+        SYNC_TAXES: 'syncTaxes',
+    },
+
     ACCOUNT_ID: {
         ACCOUNTING: Number(Config?.EXPENSIFY_ACCOUNT_ID_ACCOUNTING ?? 9645353),
         ADMIN: Number(Config?.EXPENSIFY_ACCOUNT_ID_ADMIN ?? -1),

src/ROUTES.ts

@@ -697,6 +697,30 @@ const ROUTES = {
         route: 'r/:reportID/transaction/:transactionID/receipt',
         getRoute: (reportID: string, transactionID: string) => `r/${reportID}/transaction/${transactionID}/receipt` as const,
     },
+    WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_IMPORT: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/import` as const,
+    },
+    WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_CHART_OF_ACCOUNTS: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/accounts',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/import/accounts` as const,
+    },
+    WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_CLASSES: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/classes',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/import/classes` as const,
+    },
+    WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_CUSTOMERS: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/customers',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/import/customers` as const,
+    },
+    WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_LOCATIONS: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/locations',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/import/locations` as const,
+    },
+    WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_TAXES: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/taxes',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/import/taxes` as const,
+    },
 } as const;
 
 /**

src/SCREENS.ts

@@ -253,6 +253,12 @@ const SCREENS = {
         DISTANCE_RATES: 'Distance_Rates',
         CREATE_DISTANCE_RATE: 'Create_Distance_Rate',
         DISTANCE_RATES_SETTINGS: 'Distance_Rates_Settings',
+        QUICKBOOKS_ONLINE_IMPORT: 'Workspace_Accounting_Quickbooks_Online_Import',
+        QUICKBOOKS_ONLINE_CHART_OF_ACCOUNTS: 'Workspace_Accounting_Quickbooks_Online_Import_Chart_Of_Accounts',
+        QUICKBOOKS_ONLINE_CLASSES: 'Workspace_Accounting_Quickbooks_Online_Import_Classes',
+        QUICKBOOKS_ONLINE_CUSTOMERS: 'Workspace_Accounting_Quickbooks_Online_Import_Customers',
+        QUICKBOOKS_ONLINE_LOCATIONS: 'Workspace_Accounting_Quickbooks_Online_Import_Locations',
+        QUICKBOOKS_ONLINE_TAXES: 'Workspace_Accounting_Quickbooks_Online_Import_Taxes',
         DISTANCE_RATE_DETAILS: 'Distance_Rate_Details',
         DISTANCE_RATE_EDIT: 'Distance_Rate_Edit',
     },

src/languages/en.ts

@@ -1818,6 +1818,7 @@ export default {
             reimburse: 'Reimbursements',
             categories: 'Categories',
             tags: 'Tags',
+            reportFields: 'Report Fields',
             taxes: 'Taxes',
             bills: 'Bills',
             invoices: 'Invoices',
@@ -1849,6 +1850,29 @@ export default {
             welcomeNote: ({workspaceName}: WelcomeNoteParams) =>
                 `You have been invited to ${workspaceName || 'a workspace'}! Download the Expensify mobile app at use.expensify.com/download to start tracking your expenses.`,
         },
+        qbo: {
+            import: 'Import',
+            importDescription: 'Choose which coding configurations are imported from QuickBooks Online to Expensify.',
+            classes: 'Classes',
+            accounts: 'Chart of accounts',
+            locations: 'Locations',
+            taxes: 'Taxes',
+            customers: 'Customers/Projects',
+            imported: 'Imported',
+            displayedAs: 'Displayed as',
+            notImported: 'Not imported',
+            importedAsTags: 'Imported, displayed as tags',
+            importedAsReportFields: 'Imported, displayed as report fields',
+            accountsDescription: 'Chart of Accounts import as categories when connected to an accounting integration, this cannot be disabled.',
+            accountsSwitchTitle: 'Enable newly imported Chart of Accounts.',
+            accountsSwitchDescription: 'New categories imported from QuickBooks Online to Expensify will be either enabled or disabled by default.',
+            classesDescription: 'Choose whether to import classes, and see where classes are displayed.',
+            customersDescription: 'Choose whether to import customers/projects and see where customers/projects are displayed.',
+            locationsDescription: 'Choose whether to import locations, and see where locations are displayed.',
+            taxesDescription: 'Choose whether to import tax rates and tax defaults from your accounting integration.',
+            locationsAdditionalDescription:
+                'Locations are imported as Tags. This limits exporting expense reports as Vendor Bills or Checks to QuickBooks Online. To unlock these export options, either disable Locations import or upgrade to the Control Plan to export Locations encoded as a Report Field.',
+        },
         type: {
             free: 'Free',
             control: 'Control',

src/languages/es.ts

@@ -1845,6 +1845,7 @@ export default {
             reimburse: 'Reembolsos',
             categories: 'Categorías',
             tags: 'Etiquetas',
+            reportFields: 'Campos de informe',
             taxes: 'Impuestos',
             bills: 'Pagar facturas',
             invoices: 'Enviar facturas',
@@ -1876,6 +1877,29 @@ export default {
             welcomeNote: ({workspaceName}: WelcomeNoteParams) =>
                 `¡Has sido invitado a ${workspaceName}! Descargue la aplicación móvil Expensify en use.expensify.com/download para comenzar a rastrear sus gastos.`,
         },
+        qbo: {
+            import: 'Importación',
+            importDescription: 'Elige que configuraciónes de codificación son importadas desde QuickBooks Online a Expensify.',
+            classes: 'Clases',
+            accounts: 'Plan de cuentas',
+            locations: 'Lugares',
+            taxes: 'Impuestos',
+            customers: 'Clientes/Proyectos',
+            imported: 'Importado',
+            displayedAs: 'Mostrado como',
+            notImported: 'No importado',
+            importedAsTags: 'Importado, mostrado como etiqueta',
+            importedAsReportFields: 'Importado, mostrado como campo de informe',
+            accountsDescription: 'Los planes de cuentas se importan como categorías cuando está conectado con una integración de contaduría, esto no se puede desactivar.',
+            accountsSwitchTitle: 'Habilita el plan de cuentas recien importado',
+            accountsSwitchDescription: 'Las nuevas categorías importadas desde QuickBooks Online a Expensify serán activadas o desactivadas por defecto.',
+            classesDescription: 'Elige si quieres importar las clases y donde las clases son mostradas.',
+            customersDescription: 'Elige si queres importar clientes/proyectos y donde los clientes/proyectos son mostrados.',
+            locationsDescription: 'Elige si quieres importar lugares y donde los lugares son mostrados.',
+            taxesDescription: 'Elige si quires importar las tasas de impuestos y  los impuestos por defecto de tu integración de contaduría.',
+            locationsAdditionalDescription:
+                'Los lugares son importados como Etiquegas. Esto limita a exportar los informes de gastos como Factura del Proveedor o Cheques a Quicbooks Online. Para desbloquear estas opciones de exportación desactiva la importación de Lugares o cambia al Plan Control para exportar Lugares como Campos de Informes.',
+        },
         type: {
             free: 'Gratis',
             control: 'Control',

src/libs/API/parameters/UpdatePolicyConnectionConfigParams.ts

@@ -0,0 +1,12 @@
+import type {ValueOf} from 'type-fest';
+import type CONST from '@src/CONST';
+
+type UpdatePolicyConnectionConfigParams = {
+    policyID: string;
+    connectionName: string;
+    settingName: ValueOf<typeof CONST.QUICK_BOOKS_IMPORTS>;
+    settingValue: ValueOf<typeof CONST.INTEGRATION_ENTITY_MAP_TYPES>;
+    idempotencyKey: string;
+};
+
+export default UpdatePolicyConnectionConfigParams;

src/libs/API/parameters/index.ts

@@ -197,4 +197,5 @@ export type {default as DeletePolicyTagsParams} from './DeletePolicyTagsParams';
 export type {default as SetPolicyCustomTaxNameParams} from './SetPolicyCustomTaxNameParams';
 export type {default as SetPolicyForeignCurrencyDefaultParams} from './SetPolicyForeignCurrencyDefaultParams';
 export type {default as SetPolicyCurrencyDefaultParams} from './SetPolicyCurrencyDefaultParams';
+export type {default as UpdatePolicyConnectionConfigParams} from './UpdatePolicyConnectionConfigParams';
 export type {default as RenamePolicyTaxParams} from './RenamePolicyTaxParams';

src/libs/API/types.ts

@@ -185,6 +185,7 @@ const WRITE_COMMANDS = {
     ACCEPT_JOIN_REQUEST: 'AcceptJoinRequest',
     DECLINE_JOIN_REQUEST: 'DeclineJoinRequest',
     CREATE_POLICY_TAX: 'CreatePolicyTax',
+    UPDATE_POLICY_CONNECTION_CONFIG: 'UpdatePolicyConnectionConfig',
     SET_POLICY_TAXES_ENABLED: 'SetPolicyTaxesEnabled',
     DELETE_POLICY_TAXES: 'DeletePolicyTaxes',
     UPDATE_POLICY_TAX_VALUE: 'UpdatePolicyTaxValue',
@@ -389,6 +390,7 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.RENAME_POLICY_TAX]: Parameters.RenamePolicyTaxParams;
     [WRITE_COMMANDS.SET_POLICY_DISTANCE_RATES_UNIT]: Parameters.SetPolicyDistanceRatesUnitParams;
     [WRITE_COMMANDS.SET_POLICY_DISTANCE_RATES_DEFAULT_CATEGORY]: Parameters.SetPolicyDistanceRatesDefaultCategoryParams;
+    [WRITE_COMMANDS.UPDATE_POLICY_CONNECTION_CONFIG]: Parameters.UpdatePolicyConnectionConfigParams;
     [WRITE_COMMANDS.UPDATE_POLICY_DISTANCE_RATE_VALUE]: Parameters.UpdatePolicyDistanceRateValueParams;
     [WRITE_COMMANDS.SET_POLICY_DISTANCE_RATES_ENABLED]: Parameters.SetPolicyDistanceRatesEnabledParams;
     [WRITE_COMMANDS.DELETE_POLICY_DISTANCE_RATES]: Parameters.DeletePolicyDistanceRatesParams;

src/libs/Navigation/AppNavigator/ModalStackNavigators/index.tsx

@@ -260,6 +260,12 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
     [SCREENS.SETTINGS.EXIT_SURVEY.REASON]: () => require('../../../../pages/settings/ExitSurvey/ExitSurveyReasonPage').default as React.ComponentType,
     [SCREENS.SETTINGS.EXIT_SURVEY.RESPONSE]: () => require('../../../../pages/settings/ExitSurvey/ExitSurveyResponsePage').default as React.ComponentType,
     [SCREENS.SETTINGS.EXIT_SURVEY.CONFIRM]: () => require('../../../../pages/settings/ExitSurvey/ExitSurveyConfirmPage').default as React.ComponentType,
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_IMPORT]: () => require('../../../../pages/workspace/accounting/qbo/QuickbooksImportPage').default as React.ComponentType,
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CHART_OF_ACCOUNTS]: () => require('../../../../pages/workspace/accounting/qbo/QuickbooksChartOfAccountsPage').default as React.ComponentType,
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CUSTOMERS]: () => require('../../../../pages/workspace/accounting/qbo/QuickbooksCustomersPage').default as React.ComponentType,
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_TAXES]: () => require('../../../../pages/workspace/accounting/qbo/QuickbooksTaxesPage').default as React.ComponentType,
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_LOCATIONS]: () => require('../../../../pages/workspace/accounting/qbo/QuickbooksLocationsPage').default as React.ComponentType,
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CLASSES]: () => require('../../../../pages/workspace/accounting/qbo/QuickbooksClassesPage').default as React.ComponentType,
     [SCREENS.WORKSPACE.WORKFLOWS_AUTO_REPORTING_FREQUENCY]: () => require('../../../../pages/workspace/workflows/WorkspaceAutoReportingFrequencyPage').default as React.ComponentType,
     [SCREENS.WORKSPACE.WORKFLOWS_AUTO_REPORTING_MONTHLY_OFFSET]: () =>
         require('../../../../pages/workspace/workflows/WorkspaceAutoReportingMonthlyOffsetPage').default as React.ComponentType,

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -18,6 +18,14 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
         SCREENS.WORKSPACE.WORKFLOWS_AUTO_REPORTING_MONTHLY_OFFSET,
         SCREENS.WORKSPACE.WORKFLOWS_PAYER,
     ],
+    [SCREENS.WORKSPACE.ACCOUNTING]: [
+        SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_IMPORT,
+        SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CHART_OF_ACCOUNTS,
+        SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CLASSES,
+        SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_TAXES,
+        SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_LOCATIONS,
+        SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CUSTOMERS,
+    ],
     [SCREENS.WORKSPACE.TAXES]: [
         SCREENS.WORKSPACE.TAXES_SETTINGS,
         SCREENS.WORKSPACE.TAX_CREATE,

src/libs/Navigation/linkingConfig/config.ts

@@ -263,6 +263,12 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                         [SCREENS.WORKSPACE.CURRENCY]: {
                             path: ROUTES.WORKSPACE_PROFILE_CURRENCY.route,
                         },
+                        [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_IMPORT]: {path: ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_IMPORT.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CHART_OF_ACCOUNTS]: {path: ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_CHART_OF_ACCOUNTS.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CLASSES]: {path: ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_CLASSES.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CUSTOMERS]: {path: ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_CUSTOMERS.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_LOCATIONS]: {path: ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_LOCATIONS.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_TAXES]: {path: ROUTES.WORKSPACE_ACCOUNTING_QUICKBOOKS_ONLINE_TAXES.route},
                         [SCREENS.WORKSPACE.DESCRIPTION]: {
                             path: ROUTES.WORKSPACE_PROFILE_DESCRIPTION.route,
                         },

src/libs/Navigation/types.ts

@@ -241,6 +241,24 @@ type SettingsNavigatorParamList = {
     [SCREENS.WORKSPACE.DISTANCE_RATES_SETTINGS]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_IMPORT]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CHART_OF_ACCOUNTS]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_LOCATIONS]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CLASSES]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_CUSTOMERS]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.QUICKBOOKS_ONLINE_TAXES]: {
+        policyID: string;
+    };
     [SCREENS.GET_ASSISTANCE]: {
         backTo: Routes;
     };
@@ -625,6 +643,9 @@ type WorkspacesCentralPaneNavigatorParamList = {
     [SCREENS.WORKSPACE.DISTANCE_RATES]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.ACCOUNTING]: {
+        policyID: string;
+    };
 };
 
 type FullScreenNavigatorParamList = {

src/libs/actions/Policy.ts

@@ -3721,6 +3721,77 @@ function openPolicyDistanceRatesPage(policyID?: string) {
     API.read(READ_COMMANDS.OPEN_POLICY_DISTANCE_RATES_PAGE, params);
 }
 
+function updatePolicyConnectionConfig(policyID: string, settingName: ValueOf<typeof CONST.QUICK_BOOKS_IMPORTS>, settingValue: ValueOf<typeof CONST.INTEGRATION_ENTITY_MAP_TYPES>) {
+    const parameters = {policyID, connectionName: CONST.QUICK_BOOKS_ONLINE, settingName, settingValue, idempotencyKey: settingName};
+    const optimisticData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
+            value: {
+                connections: {
+                    quickbooksOnline: {
+                        config: {
+                            [settingName]: settingValue,
+                            pendingFields: {
+                                [settingName]: CONST.RED_BRICK_ROAD_PENDING_ACTION.UPDATE,
+                            },
+                            errorFields: {
+                                [settingName]: null,
+                            },
+                        },
+                    },
+                },
+            },
+        },
+    ];
+
+    const failureData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
+            value: {
+                connections: {
+                    quickbooksOnline: {
+                        config: {
+                            [settingName]: settingValue,
+                            pendingFields: {
+                                [settingName]: null,
+                            },
+                            errorFields: {
+                                [settingName]: ErrorUtils.getMicroSecondOnyxError('common.genericErrorMessage'),
+                            },
+                        },
+                    },
+                },
+            },
+        },
+    ];
+
+    const successData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
+            value: {
+                connections: {
+                    quickbooksOnline: {
+                        config: {
+                            [settingName]: settingValue,
+                            pendingFields: {
+                                [settingName]: null,
+                            },
+                            errorFields: {
+                                [settingName]: null,
+                            },
+                        },
+                    },
+                },
+            },
+        },
+    ];
+
+    API.write(WRITE_COMMANDS.UPDATE_POLICY_CONNECTION_CONFIG, parameters, {optimisticData, failureData, successData});
+}
+
 function navigateWhenEnableFeature(policyID: string, featureRoute: Route) {
     const isNarrowLayout = getIsNarrowLayout();
     if (isNarrowLayout) {
@@ -4995,6 +5066,7 @@ export {
     setWorkspaceTagEnabled,
     setWorkspaceCurrencyDefault,
     setForeignCurrencyDefault,
+    updatePolicyConnectionConfig,
     setPolicyCustomTaxName,
     clearPolicyErrorField,
     isCurrencySupportedForDirectReimbursement,