Introduction to Harvest and QuickBooks Desktop Integration
As a business owner, managing your finances and time tracking can be a daunting task. Two popular tools that can help you streamline your operations are Harvest and QuickBooks Desktop. Harvest is a time tracking and invoicing software, while QuickBooks Desktop is a comprehensive accounting solution. But the question remains, does Harvest integrate with QuickBooks Desktop? In this article, we'll delve into the world of integrations and explore the possibilities of combining these two powerful tools.
What is Harvest?
Harvest is a cloud-based time tracking and invoicing software designed to help businesses manage their projects, team members, and clients. With Harvest, you can track time spent on tasks, create professional invoices, and analyze your business's performance. Its user-friendly interface and customizable features make it an attractive option for freelancers, agencies, and small businesses.
What is QuickBooks Desktop?
QuickBooks Desktop is a comprehensive accounting software designed for small to medium-sized businesses. It offers a range of features, including financial reporting, invoicing, expense tracking, and payroll management. QuickBooks Desktop is a popular choice among businesses due to its ease of use, robust reporting capabilities, and seamless integration with other Intuit products.
Benefits of Integrating Harvest with QuickBooks Desktop
Integrating Harvest with QuickBooks Desktop can bring numerous benefits to your business. By combining the strengths of both tools, you can:
- Streamline your workflow by automatically syncing time tracking data from Harvest to QuickBooks Desktop
- Eliminate manual data entry, reducing errors and saving time
- Get a comprehensive view of your business's financial performance
- Make informed decisions with accurate and up-to-date financial data
- Enhance collaboration between your accounting and project management teams
How to Integrate Harvest with QuickBooks Desktop
The good news is that Harvest does integrate with QuickBooks Desktop. To set up the integration, follow these steps:
- Log in to your Harvest account and navigate to the "Integrations" tab
- Search for QuickBooks Desktop and click on the "Connect" button
- Enter your QuickBooks Desktop login credentials and authorize the connection
- Map your Harvest projects and tasks to corresponding QuickBooks Desktop accounts and classes
- Configure the integration settings to suit your business needs
What Data is Synced Between Harvest and QuickBooks Desktop?
When you integrate Harvest with QuickBooks Desktop, the following data is synced:
- Time entries: Harvest time entries are synced with QuickBooks Desktop as billable hours
- Invoices: Harvest invoices are synced with QuickBooks Desktop as sales receipts
- Clients: Harvest clients are synced with QuickBooks Desktop as customers
- Projects: Harvest projects are synced with QuickBooks Desktop as jobs or classes
- Tasks: Harvest tasks are synced with QuickBooks Desktop as services or items
Common Use Cases for Harvest and QuickBooks Desktop Integration
The integration of Harvest and QuickBooks Desktop is particularly useful for businesses that:
- Provide professional services, such as consulting, design, or development
- Need to track time spent on projects and tasks
- Require accurate and detailed invoicing
- Want to streamline their accounting and project management processes
Troubleshooting Common Issues with Harvest and QuickBooks Desktop Integration
As with any integration, you may encounter some issues when connecting Harvest with QuickBooks Desktop. Some common problems and their solutions include:
- Data not syncing: Check your integration settings, ensure that you have the correct login credentials, and verify that the data is correctly mapped between the two systems.
- Invoices not importing: Verify that the invoice settings in Harvest are correct, and that the invoices are marked as "sent" or "paid" to trigger the sync.
- Time entries not appearing: Check that the time entries are correctly mapped to the corresponding QuickBooks Desktop accounts and classes.
In conclusion, Harvest does integrate with QuickBooks Desktop, offering a powerful combination of time tracking, invoicing, and accounting capabilities. By integrating these two tools, you can streamline your workflow, reduce errors, and gain a deeper understanding of your business's financial performance. If you're already using Harvest and QuickBooks Desktop, take the first step towards integrating them today and discover the benefits for yourself.
Frequently Asked Questions
What is Harvest and how does it relate to QuickBooks Desktop?
Harvest is a time tracking and invoicing software designed to help businesses manage their projects, track time, and create professional invoices. QuickBooks Desktop is an accounting software that helps businesses manage their finances, including invoicing, expenses, and accounting. The integration of Harvest with QuickBooks Desktop allows users to seamlessly sync their data between the two platforms, streamlining their workflow and reducing errors.
What are the benefits of integrating Harvest with QuickBooks Desktop?
Integrating Harvest with QuickBooks Desktop provides several benefits, including automated data syncing, reduced errors, and increased efficiency. It also allows users to track time and expenses in Harvest and automatically sync them with QuickBooks Desktop, making it easier to manage projects and finances in one place.
How do I set up the integration between Harvest and QuickBooks Desktop?
To set up the integration, you'll need to connect your Harvest account to your QuickBooks Desktop account through the Harvest app. You'll need to enter your QuickBooks Desktop login credentials and authorize the connection. Once connected, you can configure the integration settings to sync the data you want to transfer between the two platforms.
What data is synced between Harvest and QuickBooks Desktop?
The integration syncs a range of data, including time entries, expenses, invoices, clients, and projects. This ensures that your data is consistent across both platforms, reducing errors and saving you time.
Can I customize the data that is synced between Harvest and QuickBooks Desktop?
Yes, you can customize the data that is synced between the two platforms. You can choose which data you want to sync, such as specific clients, projects, or invoices, and set up filters to exclude certain data from being synced.
How often is data synced between Harvest and QuickBooks Desktop?
Data is synced in real-time, ensuring that your data is always up-to-date and consistent across both platforms. You can also schedule syncs to occur at specific intervals, such as daily or weekly, to fit your workflow.
Is my data secure when integrating Harvest with QuickBooks Desktop?
Yes, your data is secure when integrating Harvest with QuickBooks Desktop. Both platforms use industry-standard security measures, including encryption and secure servers, to protect your data. Additionally, the integration is designed to only transfer the data you authorize, ensuring that your sensitive information remains protected.
What if I encounter errors or issues with the integration?
If you encounter errors or issues with the integration, you can contact Harvest's support team for assistance. They'll work with you to troubleshoot the issue and provide a resolution as quickly as possible.
Can I use Harvest with other accounting software besides QuickBooks Desktop?
Yes, Harvest integrates with a range of accounting software, including QuickBooks Online, Xero, and FreshBooks. You can choose the accounting software that best fits your business needs and integrate it with Harvest for seamless data syncing.
How does Harvest's time tracking feature work with QuickBooks Desktop?
Harvest's time tracking feature allows you to track time spent on projects and tasks, which can then be synced with QuickBooks Desktop. This enables you to create accurate invoices and track time spent on projects, making it easier to manage your business.
Can I track expenses in Harvest and sync them with QuickBooks Desktop?
Yes, you can track expenses in Harvest and sync them with QuickBooks Desktop. This allows you to easily track and manage expenses, and ensures that your financial data is accurate and up-to-date.
How does Harvest's invoicing feature work with QuickBooks Desktop?
Harvest's invoicing feature allows you to create professional invoices based on the time and expenses tracked in Harvest. These invoices can then be synced with QuickBooks Desktop, ensuring that your financial data is accurate and up-to-date.
Can I customize my invoices in Harvest to match my business's branding?
Yes, you can customize your invoices in Harvest to match your business's branding. You can add your logo, change the layout and design, and add custom fields to ensure that your invoices reflect your business's identity.
How does Harvest's project management feature work with QuickBooks Desktop?
Harvest's project management feature allows you to manage projects and tasks, track time and expenses, and create invoices. This data can then be synced with QuickBooks Desktop, ensuring that your financial data is accurate and up-to-date.
Can I use Harvest with multiple QuickBooks Desktop companies?
Yes, you can use Harvest with multiple QuickBooks Desktop companies. You can set up separate connections for each company, allowing you to manage multiple businesses and financial data in one place.
What if I need to make changes to my QuickBooks Desktop data after syncing with Harvest?
If you need to make changes to your QuickBooks Desktop data after syncing with Harvest, you can do so directly in QuickBooks Desktop. The changes will then be synced back to Harvest, ensuring that your data remains consistent across both platforms.
Can I use Harvest's mobile app to track time and expenses on-the-go?
Yes, you can use Harvest's mobile app to track time and expenses on-the-go. The app allows you to track time, log expenses, and manage projects from your mobile device, making it easy to stay on top of your business no matter where you are.
How does Harvest's integration with QuickBooks Desktop affect my workflow?
The integration of Harvest with QuickBooks Desktop streamlines your workflow by automating data syncing, reducing errors, and increasing efficiency. It also allows you to manage your projects, time, and finances in one place, making it easier to run your business.
Can I use Harvest with other business apps and tools?
Yes, you can use Harvest with other business apps and tools, such as Asana, Trello, and Basecamp. Harvest integrates with a range of apps and tools, allowing you to customize your workflow and use the tools that best fit your business needs.
What kind of support does Harvest offer for its integration with QuickBooks Desktop?
Harvest offers comprehensive support for its integration with QuickBooks Desktop, including online resources, tutorials, and customer support. If you encounter any issues or have questions, you can contact Harvest's support team for assistance.
Is Harvest's integration with QuickBooks Desktop compliant with accounting standards?
Yes, Harvest's integration with QuickBooks Desktop is compliant with accounting standards, ensuring that your financial data is accurate and up-to-date. Harvest also ensures that its integration meets the security and compliance requirements of QuickBooks Desktop.
Can I use Harvest's integration with QuickBooks Desktop for my business's specific needs?
Yes, you can use Harvest's integration with QuickBooks Desktop to meet your business's specific needs. Harvest's customization options and flexibility allow you to tailor the integration to fit your business's unique requirements and workflow.
What are the system requirements for using Harvest with QuickBooks Desktop?
The system requirements for using Harvest with QuickBooks Desktop include a compatible operating system, internet connection, and QuickBooks Desktop software. You can check Harvest's website for specific system requirements and compatibility information.
How do I get started with using Harvest with QuickBooks Desktop?
To get started with using Harvest with QuickBooks Desktop, sign up for a Harvest account, connect your QuickBooks Desktop account, and configure the integration settings. You can then start tracking time, expenses, and projects in Harvest and syncing them with QuickBooks Desktop.