Integration with 3rd party apps (QuickBooks, Basecamp, Twitter)
You can export all time data and import into QuickBooks (this will only work with the Windows edition, and not for Mac, however). To do that:
- Set up QuickBooks configuration with Harvest by going to Manage > Account Settings
- Under the section 3rd Party Integration, click on Edit QuickBooks settings.
- Fill out the short form and save.
- Go to Reports, and you’ll see the button QuickBooks on the top right side (next to “Export to Excel”). Click on it to download QuickBooks file for the report you’re looking at.
Note: QuickBooks export only works for Basic and Business Plan users.
You need to be running QuickBooks 2006 – 2008 for Windows.
QuickBooks Mac is not supported, as QuickBooks Mac does not allow time activity import.
Currently, you can import Harvest timesheets 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.
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):
| QuickBooks | Harvest |
|---|---|
| Client | Client |
| Job | Project |
| Item | Task |
| Employee | People |
| Payroll Item | (you can define this under Harvest’s QuickBooks setup) |
The integration allows you to easily import people and projects from Basecamp. When importing projects from Basecamp, all your Harvest users will automatically be assigned to their proper projects based on their project assignments in Basecamp. It makes set up very easy and alleviates any double-entry work.
- Go to Manage > Account Settings
- Find the section 3rd Party Integration.
- Click on Edit Basecamp settings.
- Follow the instructions on the following page and fill out the short form.
Harvest does not sync with Basecamp’s to-do lists.
In Harvest, hours are associated with projects and tasks, which are general categories such as ‘design’ or ‘programming’. Whereas Basecamp’s to-do lists are more detailed oriented. The reason that Harvest is tracking time with more general categories is that we can then see how a project’s resources are distributed amongst tasks, which you can compare to a similar project or help you estimate for a future project.
You sure can! Currently there are two ways to do this:
- If you have an iPhone, simply click on the Safari (web browser) icon on the home screen, and then point the URL address to your Harvest account. Then you can just log in and start tracking time with Harvest.
- You can also text message simple commands to your Harvest account to track time and expense. To do that, you need to set up an integration with Twitter. Follow the simple instructions on this page.
You can set up Harvest to communicate with Twitter, so that you can use SMS (text messaging) on your cellphone to track time and expenses. To do that, follow this simple set of instructions:
- If you don’t have a Twitter account, please first set up an account with them (it’s free).
- Make sure your Twitter account is configured to work with your mobile phone. Log into Twitter and click on Settings > Phone & IM.
- Login to Harvest and click on your name on the upper-right side of the screen. This will take you to the edit screen for your personal account.
- Click on the Configure Twitter settings link on the right-hand side of the screen. Enter your Twitter username and select a default project, task, and expense category. Click “Save” to save your settings.
- You’re done! Start communicating with Harvest via your Twitter account. For example, send a direct message to Harvest by texting Twitter “d harvest expense 10 testing twitter expense logger” This will create an expense entry for $10.00 with the note “testing twitter expense logger (via Twitter)”. You will also receive an email “receipt” for your command so you can rest assured that the transaction was captured correctly.
Read more about the integration and all the commands you can run via Twitter.