Export main page - initial

src/CONST.ts

@@ -550,6 +550,7 @@ const CONST = {
     CONCIERGE_ICON_URL_2021: `${CLOUDFRONT_URL}/images/icons/concierge_2021.png`,
     CONCIERGE_ICON_URL: `${CLOUDFRONT_URL}/images/icons/concierge_2022.png`,
     UPWORK_URL: 'https://github.com/Expensify/App/issues?q=is%3Aopen+is%3Aissue+label%3A%22Help+Wanted%22',
+    DEEP_DIVE_EXPENSIFY_CARD: 'https://community.expensify.com/discussion/4848/deep-dive-expensify-card-and-quickbooks-online-auto-reconciliation-how-it-works',
     GITHUB_URL: 'https://github.com/Expensify/App',
     TERMS_URL: `${USE_EXPENSIFY_URL}/terms`,
     PRIVACY_URL: `${USE_EXPENSIFY_URL}/privacy`,
@@ -1217,12 +1218,25 @@ const CONST = {
     },
     QUICKBOOKS_ONLINE: 'quickbooksOnline',
 
-    QUICKBOOKS_IMPORTS: {
+    QUICK_BOOKS_CONFIG: {
         SYNC_CLASSES: 'syncClasses',
         ENABLE_NEW_CATEGORIES: 'enableNewCategories',
         SYNC_CUSTOMERS: 'syncCustomers',
         SYNC_LOCATIONS: 'syncLocations',
         SYNC_TAXES: 'syncTaxes',
+        PREFERRED_EXPORTER: 'exporter',
+        EXPORT_DATE: 'exportDate',
+        OUT_OF_POCKET_EXPENSES: 'outOfPocketExpenses',
+        EXPORT_INVOICE: 'exportInvoice',
+        EXPORT_ENTITY: 'exportEntity',
+        EXPORT_ACCOUNT: 'exportAccount',
+        EXPORT_COMPANY_CARD: 'exportCompanyCard',
+    },
+
+    QUICKBOOKS_EXPORT_ENTITY: {
+        VENDOR_BILL: 'vendorBill',
+        CHECK: 'check',
+        JOURNAL_ENTRY: 'journalEntry',
     },
 
     ACCOUNT_ID: {
@@ -4313,6 +4327,12 @@ const CONST = {
         },
     },
 
+    QUICKBOOKS_EXPORT_DATE: {
+        LAST_EXPENSE: 'lastExpense',
+        EXPORTED_DATE: 'exportedDate',
+        SUBMITTED_DATA: 'submittedData',
+    },
+
     SESSION_STORAGE_KEYS: {
         INITIAL_URL: 'INITIAL_URL',
     },

src/ROUTES.ts

@@ -479,10 +479,46 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/profile',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/profile` as const,
     },
+    WORKSPACE_ACCOUNTING: {
+        route: 'settings/workspaces/:policyID/accounting',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting` as const,
+    },
     WORKSPACE_PROFILE_CURRENCY: {
         route: 'settings/workspaces/:policyID/profile/currency',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/profile/currency` as const,
     },
+    POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_EXPORT: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/export',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/export` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_COMPANY_CARD_EXPENSE_ACCOUNT_SELECT: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/company-card-expense-account-select',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/company-card-expense-account-select` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_INVOICE_ACCOUNT_SELECT: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/export/invoice-account-select',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/export/invoice-account-select` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_PREFERRED_EXPORTER: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/preferred-exporter',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/preferred-exporter` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_EXPORT_OUT_OF_POCKET_EXPENSES: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/export/out-of-pocket-expense',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/export/out-of-pocket-expense` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_EXPORT_OUT_OF_POCKET_EXPENSES_ACCOUNT_SELECT: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/export/out-of-pocket-expense/account-select',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/export/out-of-pocket-expense/account-select` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_EXPORT_OUT_OF_POCKET_EXPENSES_SELECT: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/export/out-of-pocket-expense/entity-select',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/export/out-of-pocket-expense/entity-select` as const,
+    },
+    POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_EXPORT_DATE_SELECT: {
+        route: 'settings/workspaces/:policyID/accounting/quickbooks-online/export/date-select',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting/quickbooks-online/export/date-select` as const,
+    },
     WORKSPACE_PROFILE_NAME: {
         route: 'settings/workspaces/:policyID/profile/name',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/profile/name` as const,

src/SCREENS.ts

@@ -211,6 +211,14 @@ const SCREENS = {
             QUICKBOOKS_ONLINE_CUSTOMERS: 'Policy_Accounting_Quickbooks_Online_Import_Customers',
             QUICKBOOKS_ONLINE_LOCATIONS: 'Policy_Accounting_Quickbooks_Online_Import_Locations',
             QUICKBOOKS_ONLINE_TAXES: 'Policy_Accounting_Quickbooks_Online_Import_Taxes',
+            QUICKBOOKS_ONLINE_EXPORT: 'Workspace_Accounting_Quickbooks_Online_Export',
+            QUICKBOOKS_ONLINE_EXPORT_DATE_SELECT: 'Workspace_Accounting_Quickbooks_Online_Export_Date_Select',
+            QUICKBOOKS_ONLINE_EXPORT_INVOICE_ACCOUNT_SELECT: 'Workspace_Accounting_Quickbooks_Online_Export_Invoice_Account_Select',
+            QUICKBOOKS_ONLINE_COMPANY_CARD_EXPENSE_ACCOUNT_SELECT: 'Workspace_Accounting_Quickbooks_Online_Export_Company_Card_Expense_Select',
+            QUICKBOOKS_ONLINE_EXPORT_PREFERRED_EXPORTER: 'Workspace_Accounting_Quickbooks_Online_Export_Preferred_Exporter',
+            QUICKBOOKS_ONLINE_EXPORT_OUT_OF_POCKET_EXPENSES: 'Workspace_Accounting_Quickbooks_Online_Export_Out_Of_Pocket_Expenses',
+            QUICKBOOKS_ONLINE_EXPORT_OUT_OF_POCKET_EXPENSES_SELECT: 'Workspace_Accounting_Quickbooks_Online_Export_Out_Of_Pocket_Expenses_Select',
+            QUICKBOOKS_ONLINE_EXPORT_OUT_OF_POCKET_EXPENSES_ACCOUNT_SELECT: 'Workspace_Accounting_Quickbooks_Online_Export_Out_Of_Pocket_Expenses_Account_Select',
         },
         INITIAL: 'Workspace_Initial',
         PROFILE: 'Workspace_Profile',

src/languages/en.ts

@@ -1867,6 +1867,50 @@ export default {
             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.',
+            export: 'Export',
+            exportAs: 'Export as',
+            exportDescription: 'Configure how data in Expensify gets exported to QuickBooks Online.',
+            preferredExporter: 'Preferred exporter',
+            date: 'Date',
+            exportExpenses: 'Export out-of-pocket expenses as',
+            exportInvoices: 'Export invoices to',
+            exportCompany: 'Export company cards as',
+            exportExpensifyCard: 'Export Expensify Card transactions as',
+            deepDiveExpensifyCard: 'Expensify Card transactions automatically export to a "Expensify Card Liability Account" created with',
+            deepDiveExpensifyCardIntegration: 'our integration.',
+            exportDate: 'Export date',
+            exportDateDescription: 'Use this date when exporting reports to QuickBooks Online.',
+            lastExpense: {label: 'Date of last expense', description: 'The date of the most recent expense on the report'},
+            exportedDate: {label: 'Export date', description: 'The date the report was exported to QuickBooks Online'},
+            submittedData: {label: 'Submitted date', description: 'The date the report was submitted for approval'},
+            receivable: 'Accounts receivable', // This is an account name that will come directly from QBO, so I don't know why we need a translation for it. It should take whatever the name of the account is in QBO. Leaving this note for CS.
+            archive: 'Accounts receivable archive', // This is an account name that will come directly from QBO, so I don't know why we need a translation for it. It should take whatever the name of the account is in QBO. Leaving this note for CS.
+            exportInvoicesDescription: 'Invoices will be exported to this account in QuickBooks Online.',
+            exportCompanyCardsDescription: 'Set how company card purchases export to QuickBooks Online.',
+            creditCard: 'Credit Card',
+            debitCard: 'Debit Card',
+            vendorBill: 'Vendor Bill',
+            exportPreferredExporterNote: 'This can be any workspace admin, but must be a Domain Admin if you set different export accounts for individual company cards in Domain Settings.',
+            exportPreferredExporterSubNote: 'Once set, the preferred exporter will see reports for export in their account.',
+            exportOutOfPocketExpensesDescription: 'Set how out-of-pocket expenses export to QuickBooks Online.',
+            exportVendorBillDescription:
+                "We'll create a single itemized vendor bill for each Expensify report. If the period of the bill is closed, we'll post to the 1st of the next open period. You can add the vendor bill to your A/P account of choice (below).",
+            check: 'Check',
+            accountsPayable: 'Accounts Payable',
+            accountsPayableDescription: 'This is your chosen A/P account, against which vendor bills for each report are created.',
+            journalEntry: 'Journal Entry',
+            optionBelow: 'Choose an option below:',
+            vendorBillError: 'Vendor Bills are not available when locations are enabled. Please select a different export option.',
+            checkError: 'Check is not available when locations are enabled. Please select a different export option.',
+            journalEntryError: 'Journal entry is not available when taxes enabled. please select a different export option.',
+            companyCardsLocationEnabledDescription:
+                'Note: QuickBooks Online does not support a field for Locations as Tags on Vendor Bills exports. As you import Locations from, this this export option is unavailable.',
+            outOfPocketTaxEnabledDescription:
+                "Note: QuickBooks Online doesn't support a field for tax on Journal Entry exports. Because you have tax tracking enabled on your workspace, this export option is unavailable.",
+            outOfPocketTaxEnabledError: 'Journal entry is not available when taxes enabled. please select a different export option.',
+            outOfPocketLocationEnabledError: 'Vendor Bills are not available when locations are enabled. Please select a different export option.',
+            outOfPocketLocationEnabledDescription:
+                'Note: QuickBooks Online does not support a field for Locations as Tags on Vendor Bills exports. As you import Locations as Tags, this export option is unavailable.',
         },
         type: {
             free: 'Free',

src/languages/es.ts

@@ -1891,6 +1891,51 @@ export default {
             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.',
+            export: 'Exportar',
+            exportAs: 'Exportar cómo',
+            exportExpenses: 'Exportar gastos de bolsillo como',
+            exportInvoices: 'Exportar facturas a',
+            exportCompany: 'Exportar tarjetas de empresa como',
+            exportDescription: 'Configura cómo se exportan los datos de Expensify a QuickBooks Online.',
+            preferredExporter: 'Exportador preferido',
+            date: 'Fecha',
+            deepDiveExpensifyCard: 'Las transacciones de la Tarjeta Expensify se exportan automáticamente a una "Cuenta de Responsabilidad de la Tarjeta Expensify" creada con',
+            deepDiveExpensifyCardIntegration: 'nuestra integración.',
+            exportExpensifyCard: 'Exportar las transacciones de las tarjetas Expensify como',
+            exportDate: 'Fecha de exportación',
+            exportDateDescription: 'Use this date when exporting reports to QuickBooks Online.',
+            lastExpense: {label: 'Date of last expense', description: 'The date of the most recent expense on the report'},
+            exportedDate: {label: 'Fecha de exportación', description: 'Fecha de exportación del informe a QuickBooks Online'},
+            submittedData: {label: 'Fecha de envío', description: 'Fecha en la que el informe se envió para su aprobación'},
+            receivable: 'Cuentas por cobrar', // This is an account name that will come directly from QBO, so I don't know why we need a translation for it. It should take whatever the name of the account is in QBO. Leaving this note for CS.
+            archive: 'Archivo de cuentas por cobrar', // This is an account name that will come directly from QBO, so I don't know why we need a translation for it. It should take whatever the name of the account is in QBO. Leaving this note for CS.
+            exportInvoicesDescription: 'Las facturas se exportarán a esta cuenta en QuickBooks Online.',
+            exportCompanyCardsDescription: 'Establece cómo se exportan las compras con tarjeta de empresa a QuickBooks Online.',
+            debitCard: 'Tarjeta de débito',
+            check: 'Cheque',
+            optionBelow: 'Elija una opción a continuación:',
+            creditCard: 'Tarjeta de crédito',
+            vendorBill: 'Factura del proveedor',
+            accountsPayable: 'Cuentas por pagar',
+            accountsPayableDescription: 'Esta es la cuenta de cuentas por pagar elegida, contra la cual se crean las facturas de proveedores para cada informe.',
+            companyCardsLocationEnabledDescription:
+                'Nota: QuickBooks Online no admite un campo para Ubicaciones como etiquetas en las exportaciones de facturas de proveedores. A medida que importa ubicaciones, esta opción de exportación no está disponible.',
+            exportPreferredExporterNote:
+                'Puede ser cualquier administrador del espacio de trabajo, pero debe ser un administrador de dominio si configura diferentes cuentas de exportación para tarjetas de empresa individuales en la configuración del dominio.',
+            exportPreferredExporterSubNote: 'Una vez configurado, el exportador preferido verá los informes para exportar en su cuenta.',
+            journalEntry: 'Asiento contable',
+            vendorBillError: 'Las facturas de proveedores no están disponibles cuando las ubicaciones están habilitadas. Seleccione una opción de exportación diferente.',
+            checkError: 'La verificación no está disponible cuando las ubicaciones están habilitadas. Seleccione una opción de exportación diferente.',
+            journalEntryError: 'El asiento de diario no está disponible cuando los impuestos están habilitados. seleccione una opción de exportación diferente.',
+            exportOutOfPocketExpensesDescription: 'Establezca cómo se exportan los gastos de bolsillo a QuickBooks Online.',
+            exportVendorBillDescription:
+                'Crearemos una única factura de proveedor detallada para cada informe de Expensify. Si el período de la factura está cerrado, lo publicaremos en el día 1 del siguiente período abierto. Puede agregar la factura del proveedor a la cuenta A/P de su elección (a continuación).',
+            outOfPocketTaxEnabledDescription:
+                'Nota: QuickBooks Online no admite un campo para impuestos en las exportaciones de Anotación en el diario. Debido a que tienes habilitado el seguimiento de impuestos en tu área de trabajo, esta opción de exportación no está disponible.',
+            outOfPocketTaxEnabledError: 'La Anotacion en el diario no está disponible cuando los impuestos están activados. Por favor, selecciona una opción de exportación diferente.',
+            outOfPocketLocationEnabledError: 'Las facturas de proveedores no están disponibles cuando las ubicaciones están activadas. Seleccione otra opción de exportación.',
+            outOfPocketLocationEnabledDescription:
+                'Nota: QuickBooks Online no admite un campo para Ubicaciones como Etiquetas en las exportaciones de Facturas de Proveedor. Al importar Ubicaciones como Etiquetas, esta opción de exportación no está disponible.',
         },
         type: {
             free: 'Gratis',

src/libs/API/parameters/UpdatePolicyConnectionConfigParams.ts

@@ -4,7 +4,7 @@ type UpdatePolicyConnectionConfigParams<TConnectionName extends ConnectionName,
     policyID: string;
     connectionName: TConnectionName;
     settingName: TSettingName;
-    settingValue: Connections[TConnectionName]['config'][TSettingName];
+    settingValue?: Connections[TConnectionName]['config'][TSettingName];
     idempotencyKey: string;
 };