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Welcome to the Harvest Help Center

Getting started

  • Quick start guide
  • I want to… help my team consistently track time
  • I want to... bill my clients for tracked time and expenses
  • I want to... see whether my projects are profitable
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Video library

  • Video | Tracking time: Day view
  • Video | Members: Getting started
  • Video | Detailed time and expense reports
  • Video | Creating a single invoice for tracked time, expenses, or fixed fees
  • Video | Harvest + QuickBooks Online
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Member resources

  • Members: Getting started 🎦
  • Members: Accessing your company’s Harvest account
  • Members: Resetting your password
  • Members: My profile and Harvest ID
  • Members: Tracking time 🎦
  • Members: Editing time
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Time & expenses

  • Tracking time: Day view 🎦
  • Tracking and editing time: Week view
  • Unlocking time and expenses
  • How to view, edit, and submit another person's timesheet
  • Submitting and approving timesheets 🎦
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Projects

  • Create and duplicate projects 🎦
  • Understanding the three project types
  • Projects overview
  • Project analysis 🎦
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Team

  • How to add and import people
  • Team permissions 🎦
  • Person profiles 🎦
  • Team overview 🎦
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Invoices & estimates

  • How to create a single invoice 🎦
  • How to create an estimate 🎦
  • Configuring invoice and estimate settings
  • Online payment
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Reports

  • Saved, shared, and recurring reports
  • Time report
  • Detailed time and detailed expense reports 🎦
  • Uninvoiced report 🎦
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Manage

  • Creating, editing, archiving, and deleting tasks
  • Managing expense categories
  • Managing clients
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Account settings

  • Importing data 🎦
  • Customizing account preferences
  • My company’s name, address, or domain has changed. What should I do?
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Apps

  • Mobile app: Overview
  • Mobile app: Tracking time and submitting your timesheet
  • Mobile app: Tracking expenses
  • Mac app: Overview
  • Windows app: Overview
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Integrations & extensions

  • Xero 🎦
  • QuickBooks Online 🎦
  • Basecamp 🎦
  • Trello 🎦
  • Slack
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Harvest ID & signing in

  • Signing in and switching accounts
  • Changing your name and email address
  • Changing your password
  • Does Harvest offer two-factor authentication (2FA) or single sign-on (SSO) options?
  • How can I use the same email address to sign in to all of my Harvest accounts?
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Harvest and Forecast

  • Managing the Harvest + Forecast connection
  • Setting up the Harvest + Forecast integration
  • How can Harvest and Forecast help me run projects predictably?
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FAQ

  • What are all the notifications/emails Harvest sends, and how do I enable/disable each one?
  • Which browsers does Harvest support?
  • Why are the totals for my time entries different in different places in my account?
  • Security FAQ
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Managing your subscription

  • Overview of the Premium free access period for Legacy customers
  • Version 1 billing: Closing your account or placing your account on hold
  • Version 1 billing: Adding seats to or removing seats from your subscription
  • Version 2 billing: Cancelling your subscription or closing your account
  • Version 2 billing: Adding seats to or removing seats from your subscription
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Need more guidance? Join us for a free 30-minute “Getting Started with Harvest” webinar.
Harvest
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