[Due for payment] [$250] [CFI] Add bulk export to connected accounting integrations

[trjExpensify]

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Version Number: v9.3.0-1
Reproducible in staging?: Y
Reproducible in production?: Y
**If this was caught during regression testing, add the test name, ID and link from BrowserStack:****
**Issue reported by: @lschurr
Slack conversation (hyperlinked to channel name): #migrate

Action Performed:

1. Connect to QBO
2. Create a couple of reports
3. Go to the Reports page
4. Bulk select the two reports > Export
5. Observe no option to Export to accounting

Expected Result:

We should support bulk exporting reports to connected accounting integrations.

1. Add the applicable accounting export options to the Export bulk select menu when selecting valid reports for export:

2. When the QuickBooks Online option is selected, show an alert modal

Note: These steps below (3 and 4) were cut from scope in favour of a new design we'll build off here.

3. If any reports fail to export, send this message from Concierge.

4. The URL should be a link to a search for all of the reports that failed to export (i.e type:expense-report report-id:<reportID>,<reportID>)

Actual Result:

No option to bulk export is shown.

Workaround:

Yes, export the reports individually.

Platforms:

Select the officially supported platforms where the issue was reproduced:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari

Screenshots/Videos

In-line above.

View all open jobs on GitHub

Issue Owner

Current Issue Owner: @arosiclair

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @ahmedGaber93 (External)

[melvin-bot]

Triggered auto assignment to @heyjennahay (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO. Remember to draft any necessary HelpDot updates by following the instructions here.

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @dannymcclain (NewFeature)

[huult]

I can connect to QBO, and I’d like to work on this feature

Screen.Recording.2026-01-14.at.13.08.12.mov

[huult]

🚨 Edited by proposal-police: This proposal was edited at 2026-01-14 06:29:38 UTC.

Proposal

Please re-state the problem that we are trying to solve in this issue.

Add bulk export to connected accounting integrations

What is the root cause of that problem?

New feature

What changes do you think we should make in order to solve the problem?

1 Create an option that allows the user to export or mark reports as exported.

App/src/pages/Search/SearchPage.tsx

Line 664 in 478911a

    if (areFullReportsSelected && policy && selectedReportIDs.length > 0 && typeExpenseReport) {
                const connectedIntegration = getValidConnectedIntegration(policy);
                if (connectedIntegration) {
                    exportOptions.push(
                        {
                            text: translate('workspace.common.exportIntegrationSelected', {connectionName: connectedIntegration}),
                            icon: expensifyIcons.Export,
                            onSelected: () => {
                                setIsExportToIntegrationModalVisible(true);
                            },
                            shouldCloseModalOnSelect: false,
                            shouldCallAfterModalHide: false,
                        },
                        {
                            text: translate('workspace.common.markAsExported'),
                            icon: expensifyIcons.Export,
                            onSelected: () => {
                                setIsMarkAsExportedModalVisible(true);
                            },
                            shouldCloseModalOnSelect: false,
                            shouldCallAfterModalHide: false,
                        },
                    );
                }
            }

2 Create confirm modal to export or mark reports as exported.

   {isExportToIntegrationModalVisible &&
    (() => {
        const policy = selectedPolicyIDs.length === 1 ? policies?.[`${ONYXKEYS.COLLECTION.POLICY}${selectedPolicyIDs.at(0)}`] : undefined;
        const connectedIntegration = getValidConnectedIntegration(policy);
        return connectedIntegration ? (
            <DecisionModal
                title={translate('export.exportReportsToIntegration.title')}
                prompt={translate('export.exportReportsToIntegration.description')}
                isSmallScreenWidth={isSmallScreenWidth}
                onSecondOptionSubmit={() => handleBulkExportToIntegration(connectedIntegration)}
                secondOptionText={translate('common.buttonConfirm')}
                onFirstOptionSubmit={() => setIsExportToIntegrationModalVisible(false)}
                firstOptionText={translate('common.cancel')}
                isVisible={isExportToIntegrationModalVisible}
                onClose={() => setIsExportToIntegrationModalVisible(false)}
            />
        ) : null;
    })()}
{isMarkAsExportedModalVisible &&
    (() => {
        const policy = selectedPolicyIDs.length === 1 ? policies?.[`${ONYXKEYS.COLLECTION.POLICY}${selectedPolicyIDs.at(0)}`] : undefined;
        const connectedIntegration = getValidConnectedIntegration(policy);
        return connectedIntegration ? (
            <DecisionModal
                title={translate('export.markAsExported.title')}
                prompt={translate('export.markAsExported.description')}
                isSmallScreenWidth={isSmallScreenWidth}
                onSecondOptionSubmit={() => handleBulkMarkAsExported(connectedIntegration)}
                secondOptionText={translate('common.buttonConfirm')}
                onFirstOptionSubmit={() => setIsMarkAsExportedModalVisible(false)}
                firstOptionText={translate('common.cancel')}
                isVisible={isMarkAsExportedModalVisible}
                onClose={() => setIsMarkAsExportedModalVisible(false)}
            />
        ) : null;
    })()}

3 Create handlers to call the API.

const handleBulkExportToIntegration = useCallback(
        (connectionName: ConnectionName) => {
            setIsExportToIntegrationModalVisible(false);

            if (isOffline) {
                setIsOfflineModalVisible(true);
                return;
            }

            const reportIDList = selectedReportIDs.filter((id) => id !== undefined);

            if (reportIDList.length === 0 || !hash) {
                return;
            }

            bulkExportToIntegrationOnSearch(hash, reportIDList, connectionName);

            // Clear selections after export
            clearSelectedTransactions();
        },
        [isOffline, selectedReportIDs, hash, clearSelectedTransactions],
    );

    const handleBulkMarkAsExported = useCallback(
        (connectionName: ConnectionName) => {
            setIsMarkAsExportedModalVisible(false);

            if (isOffline) {
                setIsOfflineModalVisible(true);
                return;
            }

            const reportIDList = selectedReportIDs.filter((id) => id !== undefined);

            if (reportIDList.length === 0 || !hash) {
                return;
            }

            bulkMarkAsExportedOnSearch(hash, reportIDList, connectionName);

            // Clear selections after marking
            clearSelectedTransactions();
        },
        [isOffline, selectedReportIDs, hash, clearSelectedTransactions],
    );

4 Update language files.

5 Add API methods.

function bulkExportToIntegrationOnSearch(hash: number, reportIDList: string[], connectionName: ConnectionName, currentSearchKey?: SearchKey) {
    const optimisticReportActions: Record<string, string> = {};
    const optimisticData: Array<OnyxUpdate<typeof ONYXKEYS.COLLECTION.REPORT_METADATA | typeof ONYXKEYS.COLLECTION.REPORT_ACTIONS>> = [];
    const successData: Array<OnyxUpdate<typeof ONYXKEYS.COLLECTION.REPORT_METADATA | typeof ONYXKEYS.COLLECTION.REPORT_ACTIONS | typeof ONYXKEYS.COLLECTION.SNAPSHOT>> = [];
    const failureData: Array<OnyxUpdate<typeof ONYXKEYS.COLLECTION.REPORT_METADATA | typeof ONYXKEYS.COLLECTION.REPORT_ACTIONS | typeof ONYXKEYS.COLLECTION.REPORT>> = [];

    for (const reportID of reportIDList) {
        const optimisticAction = buildOptimisticExportIntegrationAction(connectionName);
        const successAction: OptimisticExportIntegrationAction = {...optimisticAction, pendingAction: null};
        const optimisticReportActionID = optimisticAction.reportActionID;
        optimisticReportActions[reportID] = optimisticReportActionID;

        optimisticData.push(
            {
                onyxMethod: Onyx.METHOD.MERGE,
                key: `${ONYXKEYS.COLLECTION.REPORT_METADATA}${reportID}`,
                value: {isActionLoading: true},
            },
            {
                onyxMethod: Onyx.METHOD.MERGE,
                key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${reportID}`,
                value: {
                    [optimisticReportActionID]: optimisticAction,
                },
            },
        );

        successData.push(
            {
                onyxMethod: Onyx.METHOD.MERGE,
                key: `${ONYXKEYS.COLLECTION.REPORT_METADATA}${reportID}`,
                value: {isActionLoading: false},
            },
            {
                onyxMethod: Onyx.METHOD.MERGE,
                key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${reportID}`,
                value: {
                    [optimisticReportActionID]: successAction,
                },
            },
        );

        // If we are on the 'Pay' or 'Export' suggested searches, remove the report from the view once the action is taken
        if (currentSearchKey === CONST.SEARCH.SEARCH_KEYS.PAY || currentSearchKey === CONST.SEARCH.SEARCH_KEYS.EXPORT) {
            successData.push({
                onyxMethod: Onyx.METHOD.MERGE,
                key: `${ONYXKEYS.COLLECTION.SNAPSHOT}${hash}`,
                value: {
                    data: {
                        [`${ONYXKEYS.COLLECTION.REPORT}${reportID}`]: null,
                    },
                },
            });
        }

        failureData.push(
            {
                onyxMethod: Onyx.METHOD.MERGE,
                key: `${ONYXKEYS.COLLECTION.REPORT_METADATA}${reportID}`,
                value: {isActionLoading: false},
            },
            {
                onyxMethod: Onyx.METHOD.MERGE,
                key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${reportID}`,
                value: {
                    [optimisticReportActionID]: {
                        errors: getMicroSecondOnyxErrorWithTranslationKey('common.genericErrorMessage'),
                    },
                },
            },
            {
                onyxMethod: Onyx.METHOD.MERGE,
                key: `${ONYXKEYS.COLLECTION.REPORT}${reportID}`,
                value: {errors: getMicroSecondOnyxErrorWithTranslationKey('common.genericErrorMessage')},
            },
        );
    }

    const params = {
        reportIDList: reportIDList.join(','),
        connectionName,
        type: 'MANUAL',
        optimisticReportActions: JSON.stringify(optimisticReportActions),
    } satisfies ReportExportParams;

    API.write(WRITE_COMMANDS.REPORT_EXPORT, params, {optimisticData, failureData, successData});
}

function bulkMarkAsExportedOnSearch(hash: number, reportIDList: string[], connectionName: ConnectionName, currentSearchKey?: SearchKey) {
    const label = CONST.POLICY.CONNECTIONS.NAME_USER_FRIENDLY[connectionName];
    const optimisticReportActions: Record<string, string> = {};
    const optimisticData: Array<OnyxUpdate<typeof ONYXKEYS.COLLECTION.REPORT_ACTIONS>> = [];
    const successData: Array<OnyxUpdate<typeof ONYXKEYS.COLLECTION.REPORT_ACTIONS | typeof ONYXKEYS.COLLECTION.SNAPSHOT>> = [];
    const failureData: Array<OnyxUpdate<typeof ONYXKEYS.COLLECTION.REPORT_ACTIONS>> = [];

    for (const reportID of reportIDList) {
        const action = buildOptimisticExportIntegrationAction(connectionName, true);
        const optimisticReportActionID = action.reportActionID;
        optimisticReportActions[reportID] = optimisticReportActionID;

        optimisticData.push({
            onyxMethod: Onyx.METHOD.MERGE,
            key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${reportID}`,
            value: {
                [optimisticReportActionID]: action,
            },
        });

        successData.push({
            onyxMethod: Onyx.METHOD.MERGE,
            key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${reportID}`,
            value: {
                [optimisticReportActionID]: {
                    pendingAction: null,
                },
            },
        });

        // If we are on the 'Pay' or 'Export' suggested searches, remove the report from the view once the action is taken
        if (currentSearchKey === CONST.SEARCH.SEARCH_KEYS.PAY || currentSearchKey === CONST.SEARCH.SEARCH_KEYS.EXPORT) {
            successData.push({
                onyxMethod: Onyx.METHOD.MERGE,
                key: `${ONYXKEYS.COLLECTION.SNAPSHOT}${hash}`,
                value: {
                    data: {
                        [`${ONYXKEYS.COLLECTION.REPORT}${reportID}`]: null,
                    },
                },
            });
        }

        failureData.push({
            onyxMethod: Onyx.METHOD.MERGE,
            key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${reportID}`,
            value: {
                [optimisticReportActionID]: {
                    errors: getMicroSecondOnyxErrorWithTranslationKey('common.genericErrorMessage'),
                },
            },
        });
    }

    const data = reportIDList.map((reportID) => ({
        reportID,
        label,
        optimisticReportActionID: optimisticReportActions[reportID],
    }));

    const params = {
        markedManually: true,
        data: JSON.stringify(data),
    } satisfies MarkAsExportedParams;

    API.write(WRITE_COMMANDS.MARK_AS_EXPORTED, params, {optimisticData, successData, failureData});
}

Test branch

What alternative solutions did you explore? (Optional)

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