Your browser is no longer supported! Please upgrade your web browser now.

Harvest for Xero: Copying Payments

When we launched the Harvest for Xero integration in 2013, we said no more copy and paste. But this time, we really mean no more dual entry, whatsoever. For those that have been using the integration, you’ve been happy since it works pretty smoothly. However, there has been one key part missing that has caused you some pain — copying of payments received on invoices from Harvest to Xero.

Harvest Copy Payments to Xero Blog Image

With our latest release of the integration, your payments recorded on Harvest invoices will get copied over to Xero. We’re not going to pull a fast one on you here though, so you’ll have to opt-in to this feature in your Harvest Account Settings > Integrations. Simply indicate that you’re interested in copying payments to Xero, and then let us know which Xero Payment Account you want them copied to and you’ll be in business. We realize everyone’s workflow is different, so that’s why we’re giving you the option to turn this on or off!

If you’re having any trouble, feel free to get in touch with us at support@harvestapp.com. If you want to share feedback with our product team, please fill out this quick survey. Next up, more flexibility with which Xero Revenue Accounts your Harvest invoices copy to!

Thoughts or questions about this post? Need some help?
Get in touch →

This was posted in Add-ons, New Features, Product News.