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Posts tagged “Integration”:

Harvest for QBO: Control If Payments Copy Over

We realize everyone’s workflow might be a bit different, which is why we’ve added some long-overdue flexibility to our QuickBooks Online integration. You can now control if your Harvest invoice payments get copied to QuickBooks Online. If you manage your payment process in QBO, this means you won’t have to worry about duplicate payments getting copied to QBO anymore!

Administrators can configure this setting by going to Settings in the upper-right corner and scrolling down to the Integrations section. Click Edit Settings next to QuickBooks Online. You’ll see that you can turn copying payments on/off:

harvest-quickbooks-online-integration

Additionally, we made another small update to the integration. If an email reminder gets sent out for a Harvest invoice, that invoice will no longer automatically recopy to QBO. Invoices that have been copied to QBO will only recopy if you go to More Actions > Copy to QuickBooks Online, or if you receive a payment on the invoice.

You can learn more about our Harvest for QuickBooks Online integration here. If you have any questions or feedback, get in touch with us.

Bidsketch and Harvest integration

Bidsketch is an application that lets you design beautiful proposals, send them to your clients and track them to see when they’re reviewed and accepted.  It has great support  for things like templates, optional work/fees, and a client workflow to collaborate on, accept and sign-off on proposals.

Now, Bidsketch is integrated with Harvest, allowing you to easily convert accepted proposals in Bidsketch over to an invoice in Harvest.  Additionally, you can move client information between systems and create projects in Harvest directly from Bidsketch.

If you’re looking at a way to take your proposals up a notch by simplifying the process and moving approvals online, take some time and check out Bidsketch.