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What are the requirements for QuickBooks integration? #

You need to be running QuickBooks 2006 – 2010 for Windows.

QuickBooks Mac and Quickbooks Online are not supported, as neither of these versions of Quickbooks allows time activity import.

How does QuickBooks data map to Harvest's data structure? #

You need to make sure that the data between QuickBooks and Harvest is properly matched. QuickBooks data is mapped to Harvest structure in the following way (spelling and spacing of all your items MUST be exactly the same between the two systems):


QuickBooksHarvest
ClientClient
JobProject
ItemTask
EmployeePeople
Payroll Item(you can define this under Harvest’s QuickBooks setup)
How do I set up QuickBooks to work with Harvest? #

Note: QuickBooks export only works for Basic and Business Plan users; and it will only work for QuickBooks Windows edition.

To set up QuickBooks configuration with Harvest:

  1. Sign into Harvest, go to Manage > Account Settings
  2. Under the section 3rd Party Integration, click on Edit QuickBooks Settings.
  3. To get your “Company Create Time”, you need to first open up your QuickBooks file.
  4. In QuickBooks, go to File > Utilities > Export > Timer Lists.
  5. Save the IIF file, and open it up with any text editor (such as Notepad).
  6. Look for the “company create time” number, which should appear as “890239742”. Here’s a screenshot of what the file would look like:

QuickBooks Company Create Time

Note: The company create time and company name in Harvest and QuickBooks must match exactly for the integration to work.

Once you have the Harvest form set up, you can go to Reports, and you’ll see QuickBooks within the More Actions dropdown. Click on it to download QuickBooks file for the report you’re looking at.

Can I export Harvest data into QuickBooks? #

Yes, Harvest exports your data as Timer IIF files. You’ll first need to set up Harvest for QuickBooks export. From there, you can go to Reports > Time, and on the All Clients and Projects report (or on any client’s report), click on the More Actions button and you’ll find the QuickBooks option.

Is Harvest time tracking data compatible with my accounting software package (e.g. QuickBooks) ? #

Yes, Harvest is compatible with QuickBooks accounting software. Learn more about how Harvest time tracking works with QuickBooks.

How do I import the file I downloaded from Harvest into QuickBooks? #

Depending on which version of QuickBooks you have, you will need to follow different instructions.

For QuickBooks 2008: Navigate to File > Utilities > Import > Timer Activities, then select the file you downloaded from Harvest.

For QuickBooks 2006 – 2007: Navigate to File > Import > Timer Activities, then select the file you downloaded from Harvest.

What data can be exported from Harvest for QuickBooks? #

Currently, you can import Harvest timesheets into QuickBooks.

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