Harvest application is one of the most accepted business management applications that help monitor as well as simplify employee’s time tracking, reporting, and online invoicing and billing. The most accepted Harvest integrations by users worldwide include finance, project management, and payment applications. This app provides lots of useful features which work with all types of integrations. It provides effective developer tools which help users use advanced tools to build powerful custom integrations. The users can create their own stacks, generate tokens for direct API calls, and can build their own wrapper.
It has pre-built integrations where there are over 200 plus pre-built connectors plus universal adapters that can connect to any API. Harvest provides a user-friendly dashboard where users can monitor as well as troubleshoot integration flows using the integration.io management dashboard. It offers integration orchestration where users can set up multiple imports and exports as part of a single integration flow. Harvest app offers Javascript Hooks which are fully self-contained, self-service extension points for complex flow logic that allows for advanced integration templates.
Users should have Administrator permissions and their account must have an Invoices module enabled that can be linked to their Harvest account and copy invoices to QuickBooks Online. Furthermore, time and expense entries cannot be directly synced from Harvest to QuickBooks Online but can only be copied as line items in invoices.
1. Firstly, users should authenticate Harvest and QuickBooks Online accounts.
2. In Harvest, the user should click on Settings (upper right corner). Do remember that only Administrators can view and change account settings.
3. Thereafter, the user should scroll down to Integrations and then click on Connect to QuickBooks.
4. User will be taken to QuickBooks Online, do sign it, and click Authorize.
5. After the completion, the user will be redirected to Harvest.
6. Thereafter, the user should choose a default Income Account.
7. If users want payments to copy to a Deposit Account then they should turn the Sub-Customers setting on or off and then click Save.