[$250] [HOLD for payment 2024-04-25] [Wave Collect][QBO] Implement Import-related screens

[hayata-suenaga]

Implement pages related to the import configurations for the QuickBooks Online (QBO) connection project.

QBO is a well-known accounting software that Expensify supports integration with. Once the user establishes a connection to QBO, Expensify exports expense reports, also known as money requests, to QBO. This enables expenses, referred to as transactions in QBO terminology, to appear in the accounting software.

Establishing a connection with QBO also enables the user to import some data from the QBO to be used in expense reports. Your task is to implement pages to configure how and what data is imported from QBO to Expensify. Essentially, users should be able to map entities from QBO to corresponding entities in Expensify. Each page allows the user to configure how an entity on QBO is imported to the QBO.

Terminologies

QBO specific terminologies

Each term represents an entity on QBO. These entities help classify and add extra information to each financial transaction recorded on QBO.

• Classes
• Customers / Projects
• Locations
• Tax

Expensify specific terminologies

Each term represents an entity on Expensify. These entities help classify and add extra information to each expense reports (i.e. money requests) created on New Expensify.

• Categories
• Tags
• Difference between categories and tags
• Report Fields: This term is mentioned in the feature specification. However, at this point, report fields won't be available on New Expensify.

Product Specifications

Below are the product/feature specifications for each page. Each page represents an entity from QBO and enables the user to configure how it is imported into Expensify.

Import Main Page

Chat of Accounts

Classes

Customers / Projects

Locations

Taxes

Design documentation excerpts

Import main page

Chat of Accounts

Classes

Customers / Projects

Locations

Taxes

Please ask questions

This task comes with a lengthy list of specifications. Please direct any questions you may have to @hayata-suenaga. You most likely will have some. 🙇

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~01686216189db35e53
• Upwork Job ID: 1783636150276177920
• Last Price Increase: 2024-04-25

[melvin-bot]

Triggered auto assignment to @alexpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details.

[melvin-bot]

Current assignee @alexpensify is eligible for the NewFeature assigner, not assigning anyone new.

[melvin-bot]

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

[alexpensify]

@hayata-suenaga any update here? I see you edited the tags.

[narefyev91]

Hi! I'm Nicolay from Callstack - expert contributor group. I'll work on this issue so please assign me. Thank you.

[hayata-suenaga]

Tom, sorry for the lack of context

The daily update is here

CallStack engineers are going to work on the front end issues for the QBO project

[hayata-suenaga]

hello @narefyev91 👋

I'm excited to work with you on this project. If you could update your progress in this GitHub ticket, I would appreciate it.

Also, if you have any questions about the requirements, please post them as comments in the this GitHub ticket. 😄

[narefyev91]

Hey @hayata-suenaga ! Same from my end - let's rock this up! lol
For today - start implementation - probably tomorrow will open draft PR with Main Import Page
For now no blockers

[narefyev91]

Daily update - was not able to prepare draft PR - was on resolving some global regressions for big button styling re-writing. Tomorrow draft PR will be parked here 100%

[hayata-suenaga]

Thank you for the update!

[melvin-bot]

Reviewing label has been removed, please complete the "BugZero Checklist".

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 1.4.62-17 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• QBO import main page #38400

If no regressions arise, payment will be issued on 2024-04-25. 🎊

For reference, here are some details about the assignees on this issue:

• @eVoloshchak requires payment through NewDot Manual Requests
• @narefyev91 does not require payment (Contractor)

[melvin-bot]

BugZero Checklist: The PR adding this new feature has been merged! The following checklist (instructions) will need to be completed before the issue can be closed:

• [@eVoloshchak] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.
• [@alexpensify] Link the GH issue for creating/updating the regression test once above steps have been agreed upon.

[melvin-bot]

Payment Summary

Upwork Job

• Reviewer: @eVoloshchak owed $500 via NewDot
• Contributor: @narefyev91 is from an agency-contributor and not due payment

BugZero Checklist (@alexpensify)

• I have verified the correct assignees and roles are listed above and updated the neccesary manual offers
• I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants//hired)
• I have paid out the Upwork contracts or cancelled the ones that are incorrect
• I have verified the payment summary above is correct

[eVoloshchak]

Please propose regression test steps to ensure the new feature will work correctly on production in further releases.

I don't think a regression test is needed here, we've just added a lot of new pages that aren't populated yet

Reviewer: @eVoloshchak owed $250 via NewDot

@alexpensify, could you please confirm if this is $250 or $500?
According to https://expensify.slack.com/archives/C02NK2DQWUX/p1712250884549319

Any issues created before (Friday, April 5th, 2024) will maintain their original stated price.

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~01686216189db35e53

[melvin-bot]

Current assignee @eVoloshchak is eligible for the External assigner, not assigning anyone new.

[alexpensify]

@eVoloshchak - thanks for flagging. That amount listed is automated but I've audited the GitHub to prepare for the payment process. Please accept the invite here:

https://www.upwork.com/jobs/~01686216189db35e53

[eVoloshchak]

@alexpensify, thank you!
No need for the Upwork, could you post an updated payment summary here and I'll request the payment via NewDow?

[alexpensify]

I missed this note - #37777 (comment) 🙃

---

Payouts due: April 25, 2024

• Contributor: @narefyev91 is from an agency-contributor and not due payment
• Contributor+: $500 @eVoloshchak -- please submit a request

Upwork job is here-- not applicable

[JmillsExpensify]

$500 approved for @eVoloshchak