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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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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

  • How to add and edit time: Day view 🎦
  • How to add and edit time: Week view
  • Locked time and expenses
  • How to view or edit another person's timesheet
  • Timesheet approval
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Projects

  • Creating and duplicating projects
  • Understanding the 3 project types
  • Projects overview
  • Project analysis
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Team

  • How to add and import people
  • Team permissions
  • User 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

  • Time report 🎦
  • Detailed time and detailed expense reports 🎦
  • Uninvoiced report 🎦
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Manage

  • Managing tasks
  • Managing expenses
  • Managing clients
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Account settings

  • Adding seats to or removing seats from your subscription
  • Closing your account or placing your account on hold
  • Importing and exporting data 🎦
  • Customizing account preferences
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Apps

  • Mobile app: Overview
  • Mobile app: Tracking time
  • 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 and switching accounts
  • Changing your name and email address
  • Changing your password
  • Account security: Reviewing and ending sessions
  • 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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FAQs

  • Which browsers does Harvest support?
  • Is there a free version of Harvest?
  • How do I pay yearly rather than monthly?
  • Security FAQ
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Need more guidance? Join us for a free 30-minute “Getting Started with Harvest” webinar.
Harvest
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The fast and simple way to schedule your team across projects. Learn more
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