[HOLD for payment 2024-10-29] [Wave Control] [QBD] Restrict QBD to Control plans

[lakchote]

We need to show QBD in the policy's accounting page for Control plans only.

[kadiealexander]

@jamesdeanexpensify do you have any copy suggestion for what should show in the QBD equivalent of this?

[jamesdeanexpensify]

I would probably just substitute "QuickBooks Desktop" in for "Sage Intacct" and then...what minimal tweaks can we make to that sentence that starts "Gain in-depth..." to make it accurate for QBD? Like what are the most valuable selling points?

[kadiealexander]

I think our most valuable selling point is that it's the only two-way automated QBD connector on the market right now. There isn't really anything unique like user-defined dimensions or custom segments to call out. Does it need to be in depth?

Maybe something like:

Enjoy automated syncing and reduce manual entries with the Expensify + QuickBooks Desktop integration. Gain ultimate efficiency with a realtime, two-way connection and expense coding by class, item, customer, and project.

[jamesdeanexpensify]

Edited your comment a bit, but that sounds good! Can we see how that looks mocked up?

[kadiealexander]

Sure can!

It's here in Figma if anyone wants to play around!

[jamesdeanexpensify]

Just made one edit but the Figma now looks good!

[kadiealexander]

Updated my screenshot above, thanks James!! @lakchote let me know if you need anything else from us.

[lakchote]

Thank you both @jamesdeanexpensify @kadiealexander that's good for me!

[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 9.0.51-4 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• [QBD] Restrict QBD to Control plans #50890

If no regressions arise, payment will be issued on 2024-10-29. 🎊

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

• @hoangzinh requires payment (Needs manual offer from BZ)
• @ZhenjaHorbach requires payment (Needs manual offer from BZ)

[melvin-bot]

Triggered auto assignment to @trjExpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[trjExpensify]

What's the dealio here? Standard payment issue? New feature and a regression test will be added for it when the tests are passed over to Applause centrally?

[melvin-bot]

Payment Summary

Upwork Job

• Reviewer: @hoangzinh owed $250 via NewDot
• ROLE: @ZhenjaHorbach paid $(AMOUNT) via Upwork (LINK)

BugZero Checklist (@trjExpensify)

• 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

[hoangzinh]

Regression Test Proposal

Prerequisites:

• Turn on Beta quickbooksDesktopOnNewDot on your account
• Create a workspace with the Collect plan

1. Sign in on an account above
2. Go to the collect Workspace above -> Accounting
3. Click on Connect under QuickBooks Desktop connection
4. Verify that it displays upgrade your workspace to the Control plan page

Do we agree 👍 or 👎

[hoangzinh]

What's the dealio here? Standard payment issue? New feature and a regression test will be added for it when the tests are passed over to Applause centrally?

Yes, @trjExpensify.

[lakchote]

What's the dealio here? Standard payment issue? New feature and a regression test will be added for it when the tests are passed over to Applause centrally?

It's a standard payment issue. The manual test steps document with all the regression tests has already been done yesterday.

[trjExpensify]

Okay great, I see the upgrade is included in that doc handed over. Thanks!

Payment summary as follows:

• $250 to @hoangzinh for the C+ review (go ahead and request!)
• $250 to @ZhenjaHorbach for the implementation (offer sent!)

[hoangzinh]

Requested payment in ND

[trjExpensify]

Paid @ZhenjaHorbach, closing!

[melvin-bot]

@trjExpensify @lakchote Be sure to fill out the Contact List!

[garrettmknight]

$250 approved for @hoangzinh