Concert Harvest And QuickBooks Integration
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 you time in manually entering data
- It becomes easy to sync data anytime and anywhere by starting the time-tracking
- Users get a better picture of 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. |
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| 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. |
| Create Expense Creates a new expense using a check, cash, or credit card. |
Creates Timesheet Entry Creates a new timesheet entry for the current day. |
| Create Task Adds a new task. |
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| 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. |
Create Time Activity Creates a new single-time activity. |
| Find or Create a Customer Finds or creates a specific customer v2. |
Harvest QuickBooks Integration Methods
There are two different procedures for Quickbooks Integration with Harvest, Both are listed below pick the one that 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, the 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 and sent 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: Take 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-hour round-the-clock technical support services, we ensure a hassle-free Harvest QuickBooks integration. For any issues smbaccountants.com.
Frequently Asked Questions
What do you mean by Harvest?
What are the core features of Harvest and QuickBooks integration?
The manager can easily monitor the insights into the project and analyze the company's profit and loss.
Helps to analyze accurate budget reports
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