QuickBooks Import
Import data from QuickBooks into our system.
Scope:
- Support QuickBooks Online only
- TBD
Open Questions
- TBD
Implementation Notes
- TBD
Tasks
| Task | Description |
|---|---|
| QuickBooks OAuth Connection | Implement OAuth 2.0 authentication for QuickBooks Online with automatic token re... |
| Load QuickBooks Chart of Accounts | Fetch and store the complete chart of accounts from QuickBooks Online for mappin... |
| Read Costpoint Chart of Accounts | Fetch chart of accounts from Costpoint API for mapping target selection. |
| Account Mapping Configuration UI | Build UI for mapping QuickBooks accounts to Costpoint accounts with project code... |
| Save and Load Mapping Configuration | Persist account mapping configuration and load it for import workflow. |
| Import Workflow UI | Build UI for running QuickBooks to Costpoint imports with date range selection a... |
| Transform QuickBooks Transactions to Journal Entries | Fetch QuickBooks transactions using JournalReport API and transform to Costpoint... |
| Review Step with Validation and CSV Download | Display transformation results with validation checks and CSV download before pu... |
| Push Journal Entries to Costpoint | Submit transformed journal entries to Costpoint API for import. |
| Store CSV to S3 for Audit Trail | Generate and store CSV export of transformed journal entries to S3 after success... |
| Import History Tracking and Display | Track and display history of completed QuickBooks imports for audit and referenc... |