Invoice Item Type → Product and Serviceīest practices for linking Harvest and QuickBooks OnlineĬlient names, sub-customer/project names, and item types/products and services must match exactly in Harvest and QuickBooks Online in order for invoices to copy correctly from Harvest to QuickBooks Online.PO Number → Message displayed on invoice.Project → Sub-customer or Project in newer versions of QuickBooks Online (You can turn this setting off in your Harvest QuickBooks Online settings found on the Settings page of your Harvest account).The address and other client details don't get carried over from Harvest to QuickBooks Online. If we can’t find a match, we’ll create a new Customer in QuickBooks Online. Client → Customer: When copying an invoice, we will try to match up the Harvest Client with its corresponding Customer in QuickBooks Online.How data maps from Harvest to QuickBooks Online The sub-customer setting allows you to create Harvest projects as QuickBooks Online sub-customers.The deposit account options include the following QuickBooks Online account subtypes: checking, inventory, other current assets, and undeposited funds.The income account selected here will only be used if the selected invoice item types in Harvest (and corresponding product/service items in QuickBooks Online) aren’t already linked to an income account in your QuickBooks Online account.Once complete, you’ll be redirected to Harvest.Ĭhoose a default Income account, select if you want payments to copy to a Deposit account, turn the Sub-customers setting on or off, and click Save. Scroll down to Integrations and click on Connect to QuickBooks. Only Administrators can view and change account settings.In Harvest, click on Settings (upper right corner). Linking QuickBooks Online and copying invoices Linking Harvest to QuickBooks Online In addition, the Harvest integration doesn’t work with the Self-Employed or Desktop versions of QuickBooks Online.
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Note: This integration isn’t available for Harvest accounts on our free plan. In addition, time and expense entries can’t be directly synced from Harvest to QuickBooks Online, and are only copied as line items in invoices.
You must have Administrator permissions and your Harvest account must have the Invoices module enabled in order to link your Harvest account and copy invoices to QuickBooks Online.
You can refer to Xero and QuickBooks Online FAQ for answers to commonly asked questions.
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This article covers how to enable and use the integration. This will help other users find it in the future.Link Harvest to QuickBooks Online and copy your Harvest invoices and, optionally, invoice payments directly into QuickBooks Online. Once you have it, we would be happy if you could share your findings here and mark it as a solution. Hopefully this will let you easily find the solution/information you need. Meet us and our users on our Community Slack and ask your question there. Watch the videos on our official YouTube channel for more visual tutorials. Read our official documentation where you can find a lot of information and instructions about each of our products: Topic that contains most common solutions with example project files can be found here. Check out the icon for that.Ĭlicking the options button will let you set more specific topic search filters, i.e. It is the best way to quickly find your answer. You can check out some of our resources directly, see below:Īlways search first. It will teach you what should be included in your topic. Let us give you a few hints and helpful links.įirst, make sure you browsed through our Forum FAQ Beginner’s Guide. Hello seems that you have trouble getting an answer to your question in the first 24 hours.
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