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Harvest QuickBooks Integration: How to connect with QuickBooks Online

Over 40,000 creative firms worldwide rely on Harvest, a web-based time tracking and invoicing program. Without the bother of spreadsheets, […]


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Over 40,000 creative firms worldwide rely on Harvest, a web-based time tracking and invoicing program. Without the bother of spreadsheets, Harvest makes time tracking simple (even enjoyable), helping you stay on top of project budgets. Intuitive team scheduling, quick and professional invoicing, robust reporting to keep you informed of project progress and profitability, apps and connections customized to your workflow, and time tracking your team will really use are just a few of the features.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

It supports a variety of platforms and gadgets, enabling users to quickly record their time while streamlining project and job time tracking, invoicing, and billing. Teams can manage their time more effectively, gain insight through reports and analytics, and produce more precise plans and projections that are supported by actual facts with the help of this secure, centralized, cloud-based solution.

Compared to QuickBooks, Harvest offers far better time tracking and invoicing. For a lot less money than the QuickBooks Online Advanced tier, you can also manage projects and project budgets. Harvest costs just $12 a month. Their website and mobile app are both excellent, and their sales tax tool allows you to choose the appropriate sales tax (unlike QBO, which fabricates wrong guesses about what sales tax should be charged).

It is a great integration that fixes certain issues with QBO. Because it is unable to alter data in Harvest, your billable time is secure and protected from QBO “helping” you with undesired automations. Harvest may directly accept payments using Stripe; however Harvest duplicates each invoice to QBO for your bookkeeping (credit card or ACH). Accordingly, ACH for Harvest payments is 0.9%, compared to (as I recall) more like 2.7% for ACH when utilizing QBO invoicing.

Overview of QuickBooks Desktop and QuickBooks Online

QuickBooks Desktop

You can track sales, produce and send invoices, and always know how your firm is performing because of your accounting data being managed in the cloud. Additionally, QuickBooks Accounting Software is simple to use and does not require you to be an expert in either accounting or finance. You get access to effective invoicing services including invoice tracking and payment reminders. You can also control your costs and obtain a variety of information. A complete solution with all the capabilities you need is QuickBooks Accounting Software. Additionally, you may manage your business while on the road by using its mobile app.

The tasks assigned to your team are made simpler with QuickBooks, which also gives you a 360-degree perspective of your company at any moment. Even someone who is not a finance specialist will find it simple to use due to the user-friendly navigation and interface. Anywhere, at any time, you may view your performance data. You are able to instantly email documents to your auditors with the aid of QuickBooks.

QuickBooks Online

With its ecosystem of apps, QuickBooks Online has a substantial market share in the small company sector. By assisting you with tasks like making estimates and invoices, tracking sales and cash flow, managing your customers and suppliers, keeping an eye on your taxes and making tax returns much simpler, comprehending your company’s performance, as well as planning ahead and budgeting, it is intended to reduce the amount of time you spend managing your business finances.

The features of QBO are incredibly user-friendly and simple to utilize. For example, Harvest is integrated with QBO, one of several capabilities that QBO provides for its consumers. You want QuickBooks Online integration tools since they make it easier for you to link your QBO login to third-party programs like PayPie. It aids in credit score calculation. The existing credit rating with other suppliers is unaffected by this service, which is free to use.

The use of QuickBooks online is secure. It offers a lot of security measures. Your financial information becomes more accurate and current after using its resources. All you need to use QuickBooks Online is the appropriate QBO package for your company’s needs. You must be very careful while selecting among the several packages that QBO offers.

Need for Harvest Integration with QuickBooks

  • Harvest offers a variety of visual reports to aid teams in maintaining the efficiency of their operations.
  • Several third-party platforms that businesses use for project management and task management can be integrated with Harvest.
  • Connect Harvest to relational databases and cloud-based software. Harvest Contacts, Clients, Projects, Tasks, etc. can be imported directly to/from the most popular cloud and on-premise data sources, or Harvest sync can be done in both directions.
  • You may load and synchronies Harvest data with sources that have varied data structures due to robust mapping options.
  • Harvest time tracking system makes it simple to record your time, learn from previous projects, and get rewarded for your efforts. Many analytics and reporting tools have developed connectors for Harvest because time tracking is unquestionably a treasure of useful data that can be used for that purpose.
  • These Harvest connections help feed the large data needs of today’s extremely powerful machine learning algorithms while reducing the need for manual data entry. Harvest works well with many well-known software programs.
  • Your Accountant or Bookkeeper will appreciate how much easier billing is due to integration with QuickBooks Online (QBO). Invoices and recorded payments from Harvest are directly copied to QBO when using Harvest for QBO. No longer is each line item or payment need to be manually entered again into QBO by the person managing your books.
  • There are APIs available on software systems like Harvest and QuickBooks that let you connect securely and view your data. You may automate crucial business activities and conserve essential time and resources by creating a tailored integration for your company.
  • High volume data processing that is secure nobody hates wasting time, especially when it involves simply entering data into another system. By setting up Harvest invoices to automatically copy over to QuickBooks, you can reduce the amount of human labor required by the person in charge of your accounts. Additionally, you can copy the payment from your client’s Harvest invoice into QuickBooks Online.

Advantages of QuickBooks Harvest Integration

  • Online time tracking made simple for teams. From a web browser, desktop, or mobile device, start a timer and concentrate on the current work. To begin, there is no installation necessary.
  • Project insights are provided to managers. Before it is recorded in the books, get a clearer view of profitability. Accurate project budget reports and more are provided through time-based reporting.
  • Streamline invoicing for bookkeepers and accountants. Spend more time reviewing the numbers and less time entering data again. Payments and invoices from Harvest are automatically copied to QuickBooks Online.
  • A simple, lightweight time monitoring system that is practical for daily use.
  • Harvest interacts with the applications that your team currently uses and loves, allowing you to record time in the same manner.
  • Make it as simple as possible for your staff to track their time by using specialized apps on all of their devices.
  • To assist your employees in keeping accurate and regular time records, use automated reminders.
  • You may concentrate on the challenging engineering problems where we add value for our clients due to Harvest’s simple, clear time monitoring.
  • Numerous visual reports are available to support your team and keep projects operating successfully.
  • Strong filters provide you with the precise data you need to comprehend how your time is spent and make future plans.
  • With capacity reporting, you can quickly identify who is overworked and who is underutilized.
  • To acquire further insights, you may easily export data from Harvest into the reporting applications you already use.
  • Harvest adjusts budgets as your team tracks time, allowing you to maintain the profitability and timeliness of your initiatives.
  • To guide the scope and estimations of future projects, keep track of internal expenditures and analyze data from previous projects.
  • Find out which jobs and projects are taking up your team’s time and having an impact on costs.
  • Through interfaces with PayPal and Stripe, your customers can effortlessly and swiftly pay invoices online.
  • Create bills using the time and expenditure tracking data from your team, and use integrated online payments to rapidly collect payment.
  • For streamlined bookkeeping, automatically replicate your Harvest invoices and payments to QuickBooks Online or Xero.
  • Using Harvest’s time and cost tracking for your team, you can quickly and easily create and send precise invoices.
  • In remote employment, we greatly emphasize work-life balance. If someone is overloaded, time tracking indicates it, and that conversation starts right away.
  • Simple, adjustable pricing options are offered for harvest pricing. Customers can choose to pay annually or monthly and save 10%. There is also a 30-day free trial that is completely functioning.
  • With a cap of two active projects, Harvest provides a completely free plan for 1 seat or user. For $10.80 per seat per month billed annually or $12 per seat billed monthly, the Pro plan offers unlimited users and projects.
  • Time and expenditure tracking, billing and payment processing, reports, integrations, desktop and mobile apps, and customer support are all included in all subscriptions.

Steps for Linking Harvest with QuickBooks and Copying Invoices

  • Connect Harvest to QuickBooks Online (QBO) to replicate your invoices from Harvest and, if desired, invoice payments into QBO can be done by following the below steps:
  • During Harvest, select Settings (upper right corner). Administrators alone have access to view and modify account settings.
  • Click Connect to QuickBooks under Integrations by scrolling down.
  • The link will lead you to QuickBooks Online. After logging in, select Authorize.
  • You’ll be routed to Harvest after it’s finished.
  • Toggle the Sub-customers setting on or off, choose a default Income account, decide whether you want payments to copy to a Deposit account, and click Save.

Recommendations to Connect QuickBooks and Harvest

  • The income account you choose here will only be applied if your QuickBooks Online account doesn’t already have a link between the selected invoice item types in Harvest and the relevant product/service items.
  • The following QuickBooks Online account subtypes are available as deposit account options: checking, inventory, other current assets, and not deposited funds.
  • You may make Harvest projects into sub-customers for QuickBooks Online by using the sub-customer feature.
  • For invoices to properly copy from Harvest to QuickBooks Online, all item categories, sub-customer/project names, and client names must exactly match in both Harvest and QuickBooks Online.
  • We advise carefully evaluating and comparing the titles of the items in Harvest to the items in your QuickBooks Online account, then altering them to precisely match before copying invoices. Duplicate items will be created in QuickBooks Online if there isn’t a perfect match.
  • Additionally, check that the product and service items under Company menu > Products and services in QuickBooks Online are connected to the appropriate income accounts. In your Harvest account, under Invoices > Configure > Item types, you’ll also want those items to correspond with Harvest Item Types.
  • A Harvest item type is given to each line item on an invoice. The products and services that are mapped to these item types in QuickBooks Online will dictate which income account invoice line items are copied to in QuickBooks Online. If the item type and good or service are not a perfect match, Harvest will use the default income account set under Settings > Integrations > QuickBooks Online.
  • Last but not least, you might want to choose a default tax rate in Harvest’s Invoices > Configure > Default values before copying invoices. You can choose to use a tax rate from your QuickBooks Online account there. As an alternative, you can keep choosing tax on an invoice-by-invoice basis.

In this article learn about Harvest and QuickBooks in addition to describing how to install the Harvest QuickBooks interface step-by-step. It also addressed all the numerous features and advantages of this integration. Connect with Dancing Numbers team via LIVE CHAT right away if you run into any problems syncing Harvest with QuickBooks on a Cloud Desktop.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

How can I Copy Invoices from Harvest to QuickBooks?

• Harvest will automatically copy invoices you send to clients to your QuickBooks Online account. If you have recurring invoices scheduled to automatically send to your clients, they will also be copied. Except when the retainer does not cover the entire amount owing and payment copying is deactivated, invoices paid via retainer will always be immediately copied.
• You can manually copy invoices to QuickBooks Online if an invoice doesn’t copy automatically or if you wish to recopy an invoice you’ve edited.
• Select the invoice you wish to copy to QuickBooks Online by going to Invoices > Overview.
• Click Copy to QuickBooks under Actions.
• Copied to QuickBooks will show up next to the invoice once it has been copied to QuickBooks Online.

The Harvest Power-up: How do I utilize it?

Start timers, find out who is where, and keep an eye on project budgets. The Harvest Power-Up or browser plug-in lets you keep track of time from cards. In this accounting tool, simply copy Harvest invoices and recorded payments. In order to avoid double entry copy Harvest payments and invoices into this accounting software.

How do Estimates and Budgets work with Harvest?

The total time allotted for a project is set when you create a budget in Harvest. The actual project hours are accumulated when your team keeps time. Finally, we surface them as estimates in Harvest when you schedule time in Forecast. As a result, you may compare the actual progress of your project to your projected budget and timeline.

How does Forecasting for Projects including the Harvest Work?

You can contrast upcoming scheduled hours with the number of hours left in the project’s Harvest budget as you arrange projects that are tied to Harvest in Forecast. This enables you to develop a practical plan based on the actual, available funds.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

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$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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