[QBO] "must categorize all expenses" toggle is off and Tags are not imported

[izarutskaya]

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Version Number: 1.4.71-4
Reproducible in staging?: Y
Reproducible in production?: Unable to check
Found when validating PR : #41513
Logs: https://stackoverflow.com/c/expensify/questions/4856
Issue reported by: Applause-Internal team

Action Performed:

Precondition: Log into New Expensify using an account that is on the accounting beta list

1. Go to categories page. Check that you see default categories
2. Go to More Features page > Enable Tags feature
3. Go to Tags page. Check that you see nothing
4. Create a tag. Make sure you see the newly created tag.
5. Go to workspace settings page -> More Features -> Enable Accounting
6. Go to Accounting page -> Connect to QBO
7. Go to the Categories page and check that you see the imported categories > Click Settings button the categories page
8. Go to to the Accounting page -> Import
9. Go to the Tags

Expected Result:

Step 7. "must categorize all expenses" toggle is on
Step 8. Customers (or locations or classes) are imported as tags
Step 9. You see some tags (you should not see the tag you created before)

Actual Result:

Step 7. "must categorize all expenses" toggle is off and locked
Step 8. Customers (or locations or classes) are Not imported
Step 9. You see the tag you created on step 4

Workaround:

Unknown

Platforms:

Which of our officially supported platforms is this issue occurring on?

• Android: Native
• Android: mWeb Chrome
• iOS: Native
• iOS: mWeb Safari
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

Bug6474708_1715166353268.41513.mp4

View all open jobs on GitHub

[melvin-bot]

Triggered auto assignment to @jliexpensify (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.

[melvin-bot]

Triggered auto assignment to @youssef-lr (DeployBlockerCash), see https://stackoverflowteams.com/c/expensify/questions/9980/ for more details.

[github-actions]

👋 Friendly reminder that deploy blockers are time-sensitive ⏱ issues! Check out the open `StagingDeployCash` deploy checklist to see the list of PRs included in this release, then work quickly to do one of the following:

1. Identify the pull request that introduced this issue and revert it.
2. Find someone who can quickly fix the issue.
3. Fix the issue yourself.

[izarutskaya]

@jliexpensify I haven't added the External label as I wasn't 100% sure about this issue. Please take a look and add the label if you agree it's a bug and can be handled by external contributors.

[izarutskaya]

We think this issue might be related to the #collect project.

[youssef-lr]

cc @hayata-suenaga @aldo-expensify, is this a blocker? taking a look at the code it seems expected here that the toggle will be disable if we're connected to an accounting system

App/src/pages/workspace/categories/WorkspaceCategoriesSettingsPage.tsx

Line 51 in e0b6a06

disabled={!policy?.areCategoriesEnabled || !hasEnabledOptions || isConnectedToAccounting}