QBO import main page

src/ROUTES.ts

@@ -630,6 +630,30 @@ const ROUTES = {
         route: 'r/:reportID/transaction/:transactionID/receipt',
         getRoute: (reportID: string, transactionID: string) => `r/${reportID}/transaction/${transactionID}/receipt` as const,
     },
+    POLICY_ACCOUNTING_QUICKBOOKSONLINE_IMPORT: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import',
+        getRoute: (policyID: string) => `workspace/${policyID}/connections/quickbooks-online/import` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKSONLINE_CHART_OF_ACCOUNTS: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/accounts',
+        getRoute: (policyID: string) => `workspace/${policyID}/connections/quickbooks-online/import/accounts` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKSONLINE_CLASSES: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/classes',
+        getRoute: (policyID: string) => `workspace/${policyID}/connections/quickbooks-online/import/classes` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKSONLINE_CUSTOMER: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/customers',
+        getRoute: (policyID: string) => `workspace/${policyID}/connections/quickbooks-online/import/customers` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKSONLINE_LOCATIONS: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/locations',
+        getRoute: (policyID: string) => `workspace/${policyID}/connections/quickbooks-online/import/locations` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKSONLINE_TAXES: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/import/taxes',
+        getRoute: (policyID: string) => `workspace/${policyID}/connections/quickbooks-online/import/taxes` as const,
+    },
 } as const;
 
 /**

src/SCREENS.ts

@@ -241,6 +241,13 @@ const SCREENS = {
         MEMBER_DETAILS_ROLE_SELECTION: 'Workspace_Member_Details_Role_Selection',
         DISTANCE_RATES: 'Distance_Rates',
         CREATE_DISTANCE_RATE: 'Create_Distance_Rate',
+        ACCOUNTING: 'Policy_Accounting',
+        QUICKBOOKSONLINE_IMPORT: 'Policy_Accounting_QuickbooksOnline_Import',
+        QUICKBOOKSONLINE_CHART_OF_ACCOUNTS: 'Policy_Accounting_QuickbooksOnline_Import_Chart_Of_Accounts',
+        QUICKBOOKSONLINE_CLASSES: 'Policy_Accounting_QuickbooksOnline_Import_Classes',
+        QUICKBOOKSONLINE_CUSTOMER: 'Policy_Accounting_QuickbooksOnline_Import_Customer',
+        QUICKBOOKSONLINE_LOCATIONS: 'Policy_Accounting_QuickbooksOnline_Import_Locations',
+        QUICKBOOKSONLINE_TAXES: 'Policy_Accounting_QuickbooksOnline_Import_Taxes',
     },
 
     EDIT_REQUEST: {

src/languages/en.ts

@@ -1769,6 +1769,22 @@ export default {
             requested: 'Requested',
             distanceRates: 'Distance rates',
         },
+        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',
+            notImported: 'Not imported',
+            importedAsTags: 'Imported, displayed as tags',
+            importedAsReportFields: 'Imported, displayed as categories',
+            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.',
+        },
         type: {
             free: 'Free',
             control: 'Control',

src/languages/es.ts

@@ -1793,6 +1793,22 @@ export default {
             requested: 'Solicitado',
             distanceRates: 'Tasas de distancia',
         },
+        qbo: {
+            import: 'Importación',
+            importDescription: 'Elija qué configuraciones de codificación se importan de QuickBooks Online a Expensify',
+            classes: 'Clases',
+            locations: 'Ubicaciones',
+            accounts: 'Catálogo de cuentas',
+            customers: 'Clientes/Proyectos',
+            imported: 'Importado',
+            taxes: 'Impuestos',
+            notImported: 'No importado',
+            importedAsTags: 'Importado, mostrado como etiquetas',
+            importedAsReportFields: 'Importado, mostrado como categorías',
+            accountsDescription: 'El plan de cuentas se importa como categorías cuando se conecta a una integración contable; esto no se puede desactivar.',
+            accountsSwitchTitle: 'Habilite el plan de cuentas recién importado.',
+            accountsSwitchDescription: 'Las nuevas categorías importadas de QuickBooks Online a Expensify estarán habilitadas o deshabilitadas de forma predeterminada.',
+        },
         type: {
             free: 'Gratis',
             control: 'Control',

src/libs/API/types.ts

@@ -180,6 +180,7 @@ const WRITE_COMMANDS = {
     ACCEPT_JOIN_REQUEST: 'AcceptJoinRequest',
     DECLINE_JOIN_REQUEST: 'DeclineJoinRequest',
     CREATE_POLICY_TAX: 'CreatePolicyTax',
+    UPDATE_POLICY_CONNECTIONS_CONFIGURATION: 'UpdatePolicyConnectionsConfiguration',
     CREATE_POLICY_DISTANCE_RATE: 'CreatePolicyDistanceRate',
 } as const;
 

src/libs/Navigation/AppNavigator/ModalStackNavigators.tsx

@@ -272,6 +272,8 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
     [SCREENS.WORKSPACE.TAXES_SETTINGS_CUSTOM_TAX_NAME]: () => require('../../../pages/workspace/taxes/WorkspaceTaxesSettingsCustomTaxName').default as React.ComponentType,
     [SCREENS.WORKSPACE.TAXES_SETTINGS_FOREIGN_CURRENCY_DEFAULT]: () => require('../../../pages/workspace/taxes/WorkspaceTaxesSettingsForeignCurrency').default as React.ComponentType,
     [SCREENS.WORKSPACE.TAXES_SETTINGS_WORKSPACE_CURRENCY_DEFAULT]: () => require('../../../pages/workspace/taxes/WorkspaceTaxesSettingsWorkspaceCurrency').default as React.ComponentType,
+    [SCREENS.WORKSPACE.QUICKBOOKSONLINE_IMPORT]: () => require('../../../pages/workspace/qbo/PolicyQuickbooksImportPage').default as React.ComponentType,
+    [SCREENS.WORKSPACE.QUICKBOOKSONLINE_CHART_OF_ACCOUNTS]: () => require('../../../pages/workspace/qbo/QuickbooksChartOfAccountsConfigurationPage').default as React.ComponentType,
     [SCREENS.REIMBURSEMENT_ACCOUNT]: () => require('../../../pages/ReimbursementAccount/ReimbursementAccountPage').default as React.ComponentType,
     [SCREENS.GET_ASSISTANCE]: () => require('../../../pages/GetAssistancePage').default as React.ComponentType,
     [SCREENS.SETTINGS.TWO_FACTOR_AUTH]: () => require('../../../pages/settings/Security/TwoFactorAuth/TwoFactorAuthPage').default as React.ComponentType,

src/libs/Navigation/linkingConfig/config.ts

@@ -232,6 +232,12 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                         [SCREENS.WORKSPACE.CURRENCY]: {
                             path: ROUTES.WORKSPACE_PROFILE_CURRENCY.route,
                         },
+                        [SCREENS.WORKSPACE.QUICKBOOKSONLINE_IMPORT]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_IMPORT.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKSONLINE_CHART_OF_ACCOUNTS]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_CHART_OF_ACCOUNTS.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKSONLINE_CLASSES]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_CLASSES.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKSONLINE_CUSTOMER]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_CUSTOMER.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKSONLINE_LOCATIONS]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_LOCATIONS.route},
+                        [SCREENS.WORKSPACE.QUICKBOOKSONLINE_TAXES]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_TAXES.route},
                         [SCREENS.WORKSPACE.DESCRIPTION]: {
                             path: ROUTES.WORKSPACE_PROFILE_DESCRIPTION.route,
                         },

src/libs/Navigation/types.ts

@@ -218,6 +218,9 @@ type SettingsNavigatorParamList = {
     [SCREENS.WORKSPACE.CREATE_DISTANCE_RATE]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.QUICKBOOKSONLINE_IMPORT]: {
+        policyID: string;
+    };
     [SCREENS.GET_ASSISTANCE]: {
         backTo: Routes;
     };
@@ -571,6 +574,12 @@ type WorkspacesCentralPaneNavigatorParamList = {
     [SCREENS.WORKSPACE.DISTANCE_RATES]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.ACCOUNTING]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.QUICKBOOKSONLINE_IMPORT]: {
+        policyID: string;
+    };
 };
 
 type FullScreenNavigatorParamList = {

src/libs/actions/Policy.ts

@@ -3258,6 +3258,70 @@ function openPolicyDistanceRatesPage(policyID?: string) {
     API.read(READ_COMMANDS.OPEN_POLICY_DISTANCE_RATES_PAGE, params);
 }
 
+function updatePolicyConnectionConfig(policyID: string, connectionName: string, settingName: string, settingValue: string | boolean) {
+    const parameters = {policyID, connectionName, settingName, settingValue, idempotencyKey: settingName};
+    const optimisticData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
+            value: {
+                pendingFields: {
+                    [settingName]: CONST.RED_BRICK_ROAD_PENDING_ACTION.UPDATE,
+                },
+                connections: {
+                    quickbooksOnline: {
+                        config: {
+                            [settingName]: settingValue,
+                        },
+                    },
+                },
+            },
+        },
+    ];
+    const failureData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
+            value: {
+                errorFields: {
+                    [settingName]: ErrorUtils.getMicroSecondOnyxError('common.genericErrorMessage'),
+                },
+                pendingFields: {
+                    [settingName]: null,
+                },
+                connections: {
+                    quickbooksOnline: {
+                        config: {
+                            [settingName]: settingValue,
+                        },
+                    },
+                },
+            },
+        },
+    ];
+
+    const successData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
+            value: {
+                pendingFields: {
+                    [settingName]: null,
+                },
+                connections: {
+                    quickbooksOnline: {
+                        config: {
+                            [settingName]: settingValue,
+                        },
+                    },
+                },
+            },
+        },
+    ];
+
+    API.write(WRITE_COMMANDS.UPDATE_POLICY_CONNECTIONS_CONFIGURATION, parameters, {optimisticData, failureData, successData});
+}
+
 function navigateWhenEnableFeature(policyID: string, featureRoute: Route) {
     const isNarrowLayout = getIsNarrowLayout();
 
@@ -4066,5 +4130,6 @@ export {
     setWorkspaceTagEnabled,
     setWorkspaceCurrencyDefault,
     setForeignCurrencyDefault,
+    updatePolicyConnectionConfig,
     setPolicyCustomTaxName,
 };

src/pages/workspace/qbo/PolicyQuickbooksImportPage.tsx

@@ -0,0 +1,126 @@
+import React, {useCallback} from 'react';
+import HeaderWithBackButton from '@components/HeaderWithBackButton';
+import MenuItemWithTopDescription from '@components/MenuItemWithTopDescription';
+import OfflineWithFeedback from '@components/OfflineWithFeedback';
+import ScreenWrapper from '@components/ScreenWrapper';
+import ScrollView from '@components/ScrollView';
+import Text from '@components/Text';
+import useLocalize from '@hooks/useLocalize';
+import useThemeStyles from '@hooks/useThemeStyles';
+import Navigation from '@libs/Navigation/Navigation';
+import withPolicy from '@pages/workspace/withPolicy';
+import type {WithPolicyProps} from '@pages/workspace/withPolicy';
+import CONST from '@src/CONST';
+import ROUTES from '@src/ROUTES';
+
+const NAVIGATION_KEYS = {
+    ACCOUNTS: 'accounts',
+    CLASSES: 'classes',
+    CUSTOMERS: 'customers',
+    LOCATIONS: 'locations',
+    TAXES: 'taxes',
+};
+
+function PolicyQuickbooksImportPage({policy}: WithPolicyProps) {
+    const {translate} = useLocalize();
+    const styles = useThemeStyles();
+    const quickbooksOnlineConfigTitles = {
+        DEFAULT: translate('workspace.qbo.imported'),
+        true: translate('workspace.qbo.imported'),
+        false: translate('workspace.qbo.notImported'),
+        NONE: translate('workspace.qbo.notImported'),
+        TAG: translate('workspace.qbo.importedAsTags'),
+        REPORT_FIELD: translate('workspace.qbo.importedAsReportFields'),
+    };
+    const {syncClasses, syncCustomers, syncLocations, syncTaxes, syncAccounts} = policy?.connections?.quickbooksOnline?.config ?? {};
+
+    const onPressConfigOption = useCallback(
+        (option: string) => {
+            const policyID = policy?.id ?? '';
+            switch (option) {
+                case NAVIGATION_KEYS.ACCOUNTS:
+                    Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_CHART_OF_ACCOUNTS.getRoute(policyID));
+                    break;
+                case NAVIGATION_KEYS.CLASSES:
+                    Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_CLASSES.getRoute(policyID));
+                    break;
+                case NAVIGATION_KEYS.CUSTOMERS:
+                    Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_CUSTOMER.getRoute(policyID));
+                    break;
+                case NAVIGATION_KEYS.LOCATIONS:
+                    Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_LOCATIONS.getRoute(policyID));
+                    break;
+                case NAVIGATION_KEYS.TAXES:
+                    Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKSONLINE_TAXES.getRoute(policyID));
+                    break;
+                default:
+                    break;
+            }
+        },
+        [policy?.id],
+    );
+
+    const sections = [
+        {
+            description: translate('workspace.qbo.accounts'),
+            navigationKey: NAVIGATION_KEYS.ACCOUNTS,
+            errorIndicator: !!policy?.errors?.syncAccounts,
+            title: syncAccounts,
+        },
+        {
+            description: translate('workspace.qbo.classes'),
+            navigationKey: NAVIGATION_KEYS.CLASSES,
+            errorIndicator: !!policy?.errors?.syncClasses,
+            title: syncClasses,
+        },
+        {
+            description: translate('workspace.qbo.customers'),
+            navigationKey: NAVIGATION_KEYS.CUSTOMERS,
+            errorIndicator: !!policy?.errors?.syncCustomers,
+            title: syncCustomers,
+        },
+        {
+            description: translate('workspace.qbo.locations'),
+            navigationKey: NAVIGATION_KEYS.LOCATIONS,
+            errorIndicator: !!policy?.errors?.syncLocations,
+            title: syncLocations,
+        },
+        {
+            description: translate('workspace.qbo.taxes'),
+            navigationKey: NAVIGATION_KEYS.TAXES,
+            errorIndicator: !!policy?.errors?.syncTaxes,
+            title: syncTaxes,
+        },
+    ];
+
+    return (
+        <ScreenWrapper
+            includeSafeAreaPaddingBottom={false}
+            shouldEnableMaxHeight
+            testID={PolicyQuickbooksImportPage.displayName}
+        >
+            <HeaderWithBackButton
+                title={translate('workspace.qbo.import')}
+                onBackButtonPress={Navigation.goBack}
+            />
+            <ScrollView contentContainerStyle={styles.pb2}>
+                <Text style={[styles.pl5, styles.pb5]}>{translate('workspace.qbo.importDescription')}</Text>
+                {sections.map((section) => (
+                    <OfflineWithFeedback>
+                        <MenuItemWithTopDescription
+                            title={quickbooksOnlineConfigTitles[`${section.title ?? 'NONE'}`]}
+                            description={section.description}
+                            shouldShowRightIcon
+                            onPress={() => onPressConfigOption(section.navigationKey)}
+                            brickRoadIndicator={section.errorIndicator ? CONST.BRICK_ROAD_INDICATOR_STATUS.ERROR : undefined}
+                        />
+                    </OfflineWithFeedback>
+                ))}
+            </ScrollView>
+        </ScreenWrapper>
+    );
+}
+
+PolicyQuickbooksImportPage.displayName = 'PolicyQuickbooksImportPage';
+
+export default withPolicy(PolicyQuickbooksImportPage);