Concert Harvest And QuickBooks Integration

This article will display the Guidance related to QuickBooks and Harvest integration before proceeding to the integration process.

For QuickBooks and Harvest Users, an integration between the two software programs helps in automating the workflows, ensuring a seamless business process, which is very helpful in small and new businesses. With integration, harvest invoices get directly synced with QuickBooks Online.

However, to do the integration of Harvest account and QuickBooks Online, users must have admin permissions. Let us know below the benefits of the integration and how to integrate Harvest and QuickBooks Online.

Benefits

  • Harvest invoices and payments are linked to QuickBooks automatically, thereby saving your time in manual entering of data
  • It becomes easy to sync data anytime and anywhere by starting the time tracking
  • Users get a better picture on profits and losses as it provides real-time reports

Supported Triggers and Actions

Triggers

New User Assignment
Triggers when a person is assigned to a project.
New Invoice
Triggers when you add a new invoice.
New Contact
Triggers when you add a new contact.
New Client
Triggers when you add a new client.
New Person
Triggers when you add a new person.
New Project
Triggers when you add a new project.
New Invoice
Triggers when you add a new invoice (with line item support).
New Task
Triggers when you add a new task.
New Timesheet Entry
Triggers when a new timesheet entry is created for today.
New Account
Triggered when you add a new account.
New Bill
Triggers when a new bill is added.
New Customer
Triggered when you add a new customer.
New Estimate
Triggered when you add a new estimate.
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice.
New Invoice
Triggered when you add a new invoice (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Payment
Triggered when a payment is received (with line item support).
New Purchase Order
Triggers when a new purchase order is added.
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Vendor
Triggered when a new vendor is added.

Actions

Create Client
Adds a new client.
Create Contact
Adds a new contact.
Start Timer
Creates and starts a timer for the current day.
Create Project
Creates a project.
Stop Timer
Stops the timer for the current day (if one is running).
Creates Timesheet Entry
Creates a new timesheet entry for the current day.
Create Task
Adds a new task.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Credit Memo
Creates a new credit memo.
Create Customer
Adds a new customer.
Create Estimate
Create a new estimate (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Product/Service
Creates a new product or service.
Create Journal Entry
Creates a new journal entry.
Create Invoice
Adds a new invoice (with line item support).
Create Sales Receipt
Adds a new sales receipt (with line item support).
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Purchase Order
Creates a new purchase order.
Create Refund Receipt
Creates a new refund receipt.
Send Invoice
Send an existing invoice.
Send Sales Receipt
Send an existing sales receipt.
Create Time Activity
Creates a new single time activity.
Update Customer
Updates an existing customer.
Update Invoice
Updates an existing invoice (with line item support).
Create Vendor
Adds a new vendor.
Find Account
Find an account by name.
Find Customer
Find a customer by name or email address.
Find Invoice
Find an invoice by number.
Find Product(s)
Find a product by name (with line item support)
Find Vendor
Find a vendor by name.
Find or Create Customer
Finds or creates a specific customer v2.
Find or Create Vendor
Finds or creates a specific vendor.

Harvest QuickBooks Integration Methods

There is two different procedure to Quickbooks Integration with Harvest, Both are listed below pick the one which suits you better.

Method 1: Step-by-step manual integration by the user

Steps to link Harvest to QuickBooks Online

  • Go to Harvest
  • On the upper right corner, select Settings (remember, you must have the admin rights)
  • Go to Integrations
  • Select Connect to QuickBooks
  • Your QuickBooks Online page appears
  • Sign in using your QuickBooks Online user id and password
  • Click Authorize
  • Once done, Harvest account opens
  • Select an Income Account
  • Choose your Deposit Account
  • Select the relevant Sub-customers settings
  • Save the settings

Steps to Copy Invoices

Two options are available:

1. Automatic

Here, Harvest invoices of the clients will automatically be copied to your QuickBooks Online account, if the automatic option is chosen for integration. Here, all recurring invoices get copied automatically send to the clients as per the frequency set by the user.

2. Manually Copying Invoices

  • Go to Invoices
  • Click Overview
  • Choose the appropriate invoice
  • Go to More Actions
  • Select Copy to QuickBooks Online
  • Once this is done, you will get the message “Copied to QuickBooks” next to the title of the invoice.

Method 2: Taking professional tech support

If users find it difficult to integrate Harvest and QuickBooks, they can opt for third-party software to do the integration. This can be purchased online, can be installed on the device, and users are provided with an easy to use interface to do the integration. You can also take the help of professional tech support providers who can connect Harvest with QuickBooks Online and also provide all additional after-sales support.

We are happy to help you!

Contact us for your software integration with QuickBooks. We have a highly experienced professional team to help in your QuickBooks integration with Harvest. With 24 hours round the clock technical support services, we ensure a hassle-free Harvest QuickBooks integration. For any issues, call QuickBooks Technical Support Toll-free number smbaccountants.com.

FAQs

  1. What do you mean by Harvest?

    Harvest is used in both small and medium organizations in professional consulting and services to monitor project time and profits quickly. It helps in tracking the time of the employee. This application is user friendly.

  2. What are the core features of Harvest and QuickBooks integration?

    💠 It is simple to track the time of the employee by setting a timer from anywhere.
    💠 The manager can easily monitor the insights into the project and clearly analyze the company’s profit and loss.
    💠 Helps to analyze accurate budget reports  
    💠 Save time

  3. Can I get a free trial to use Harvest?

    Yes, there is a one-month free trial available. There is no requirement of attaching a credit card when using a free 20-day trial.


Phone

+18665400865