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How to connect Harvest and QuickBooks
Create a New Scenario to Connect Harvest and QuickBooks
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Harvest, triggered by another scenario, or executed manually (for testing purposes). In most cases, Harvest or QuickBooks will be your first step. To do this, click "Choose an app," find Harvest or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Harvest Node
Select the Harvest node from the app selection panel on the right.
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Add the QuickBooks Node
Next, click the plus (+) icon on the Harvest node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
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Authenticate QuickBooks
Now, click the QuickBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your QuickBooks settings. Authentication allows you to use QuickBooks through Latenode.
Configure the Harvest and QuickBooks Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Harvest and QuickBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Harvest, QuickBooks, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Harvest and QuickBooks integration works as expected. Depending on your setup, data should flow between Harvest and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Harvest and QuickBooks
Harvest + QuickBooks + Slack: When a new invoice is paid in Harvest, update the corresponding invoice status in QuickBooks, and notify the accounting team in a dedicated Slack channel.
QuickBooks + Harvest + Email: Seven days before an invoice due date is reached in QuickBooks, fetch customer details from Harvest and send a reminder email to the customer.
Harvest and QuickBooks integration alternatives
About Harvest
Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.
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About QuickBooks
Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.
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FAQ Harvest and QuickBooks
How can I connect my Harvest account to QuickBooks using Latenode?
To connect your Harvest account to QuickBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Harvest and click on "Connect".
- Authenticate your Harvest and QuickBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation from Harvest time entries in QuickBooks?
Yes, you can! Latenode lets you visually design a flow that automatically creates QuickBooks invoices from approved Harvest time entries. This saves time and reduces manual data entry.
What types of tasks can I perform by integrating Harvest with QuickBooks?
Integrating Harvest with QuickBooks allows you to perform various tasks, including:
- Automatically creating QuickBooks invoices from Harvest time entries.
- Syncing customer data between Harvest and QuickBooks.
- Generating detailed reports combining time tracking and financial data.
- Updating project budgets in QuickBooks based on Harvest time data.
- Triggering payment reminders in QuickBooks based on Harvest invoice statuses.
What Harvest data can I access and use inside Latenode workflows?
Latenode lets you access Harvest projects, clients, time entries, invoices, and expenses to build powerful automations and detailed reports.
Are there any limitations to the Harvest and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require additional configuration.
- Complex custom fields in Harvest might need custom scripting.
- Real-time synchronization depends on the API request limits of both apps.
