How to Connect Quickbooks to Harvest | QUICKBOOKS HARVEST INTEGRATION

Harvest is a multifunctional business management application software platform which helps its users in monitoring as well as simplifying employee’s time tracking, reporting, billing and online invoicing. Globally speaking, the most accepted Harvest integrations by users include project management, finance and payment applications. Harvest app offers loads of helpful features that work with all types of integrations. In addition, it provides useful developer tools that help its users in using advanced tool in building powerful custom integrations. By using the Harvest app, users can easily create their own stacks, generate tokens for direct API calls, and can build their own wrapper. This software platform provides pre-built integrations with 200 plus pre-built connectors and universal adapters which can be connected to any API. It provides a user-friendly dashboard which helps users in monitoring and troubleshooting integration flows using the integration.io management dashboard. It also provides integration orchestration where users can set up multiple exports and exports as part of a single integration flow. This Quickbooks Harvest Integration software platform offers Javascript Hooks which are fully self-contained, self-service extension points for complex flow logic which allows for advanced integration templates. 

Integration of Harvest and QuickBooks Online

Harvest is robust cloud accounting software which allows its users to seamlessly integrate with QuickBooks Online. For more efficiency and handiness, users are supposed to link their Harvest app account to their Quickbooks Harvest  Integration app account. It will help them in having access to their accounts from anywhere and anytime from any device. Whenever users receive new bills or invoices in their inboxes, they get notifications. Furthermore, users can also sync their bank accounts that makes it easier for them to focus and manage their finances in a better way. After seamless integration of these two apps, users can easily create invoices, run reports, and perform bookkeeping functions from one place. Thus, it substantially eliminates the annoyance of switching between apps or doing different tasks.  

 

 

The users of Harvest app should have Administrator permissions and their accounts should have an Invoice module enabled which can be linked to their Harvest Account and copy invoices to QuickBooks Online. In addition, time and expense entries cannot be directly synced from Harvest to QuickBooks Online but can only be copied as line items in invoices.  

 

Steps for Integration

 

1. To begin with, users are supposed to authenticate Harvest and QuickBooks Online accounts.

2. In the Harvest app, the user should click on Settings, placed on the upper right corner. The users should remember that only Administrators can view and change account settings.

3. Now, the user should scroll down to Integrations and then click on Connect to QuickBooks.

4. Subsequently, users will be taken to QuickBooks Online, sign it, and click Authorise.

5. After the completion of these steps, the user will be redirected to Quickbooks Harvest  Integration .

6. Next, the user should choose a default Income Account.  

7. In case, whenever users want payments to copy to a Deposit Account then they should turn the Sub-Customers setting on or off and then click Save.

 

Major benefits of Harvest and QuickBooks Online integrations

The major highlight of seamless integration of these two apps is that users are not supposed to pay for accounting services anymore. The invoices and payments from Harvest apps are directly copied to QuickBooks Online.  By using this integration, users can easily manage their finances and provide them with online access, even when they are not in their offices, anytime and anywhere. In addition, users also get instant access to receipts of all their transactions. The users can have track of their expenses and income anytime and anywhere. It also eliminates the hassle of manual entry errors and gives users access to all financial information at one place. Thus, it will safeguard them from any type of financial frauds or thefts as they can identify unauthorised transactions through alerts and transparency of the data. The teams of Quickbooks Harvest  Integration business organizations can easily do online time tracking. They can start a timer from anywhere- desktop, mobile device or web browser and emphasise on their major business tasks. The managers of business organizations get a better insight into projects where they can have a clearer picture on profitability before it appears in books. It helps in providing time-based reporting which eventually provides accurate project budget reports, un-invoiced reports and more. The seamless integration provides streamlined invoicing for accountants and bookkeepers  . 

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