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matthew-schexnyd
Level 1

How do I link /import invoices from Harvest?

 
3 Comments 3
MaryLandT
Moderator

How do I link /import invoices from Harvest?

Hello there, matthew-schexnyd,

 

I'm here to help you today. The option to import invoices isn't an option in QuickBooks Self-Employed (QBSE).

 

You'll want to record them manually in the system. You can also connect Harvest to your online banking and QBSE will automatically download your recent bank transactions.

 

To do so, the following steps will guide you through connecting it:

  1. Go to the Settings icon, then select Bank accounts.
  2. In the search box, enter the name or URL of your bank, then click Continue.
  3. Enter the sign-in info you use for your bank's website.
  4. When you’re ready, select Connect securely.

Your next step is to approve the way QuickBooks categorizes them.

 

If you aren't connecting your bank, you can add older transaction in QBSE.

 

Should you need anything else I can help you today, just let me know by commenting below. I'm always here to help.

Fiat Lux - ASIA
Level 15

How do I link /import invoices from Harvest?

@matthew-schexnyd 

QBSE has very limited support from 3rd party app. Consider switching to QB Online.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

ElijahStownton
Level 2

How do I link /import invoices from Harvest?

Hello, 
I'd like to recommend you Skyvia online data import platform. Using this tool you can easily import Harvest invoices directly to Quick books Online (https://skyvia.com/data-integration/integrate-quickbooks-harvest). It's much more convenient to automate import and save time and money, isn't it?

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