Sending invoices to your clients in Harvest will automatically copy them to your QuickBooks Online account. Alternatively, you can continue to select tax on a per invoice basis. There, you’ll have the option to apply a tax rate from your QuickBooks Online account. If there isn’t a perfect match between item type and product or service, we’ll use the default income account selected in Harvest under Settings > Integrations > QuickBooks Online.įinally, before copying invoices, you may want to select a default tax rate in Invoices > Configure > Default values in your Harvest account. These item types map to QuickBooks Online products and services and will determine which income account invoice line items are copied to in QuickBooks Online. Each line item on a Harvest invoice is assigned to a Harvest item type. You’ll also want those items to match up with Harvest Item Types under Invoices > Configure > Item types in your Harvest account. If there isn’t a perfect match, duplicate items will be created in QuickBooks Online.Īdditionally, you will want to review your product and service items in QuickBooks Online under Company menu > Products and services to make sure they’re linked to the correct income accounts.
Before copying invoices, we recommend reviewing and comparing names of items in Harvest to items in your QuickBooks Online account and editing them to match exactly. 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.
#QUICKBOOKS ONLINE CUSTOMER SERVICE SUPPORT NUMBER FREE#
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 account must have the Invoices module enabled in order to link your Harvest account and copy invoices to QuickBooks Online. Link Harvest to QuickBooks Online (QBO) and copy your Harvest invoices and, optionally, invoice payments directly into QuickBooks Online.
0 kommentar(er)
