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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