Zoho Books + Harvest Integration

Integrate Harvest to Zoho Books in one click, or tell Integrately AI how you want each invoice handled. Create accounting records instantly, generate sales invoices, update your books, and keep financial data aligned across both platforms.

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1.
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books Instant
  • Harvest
    Expense is added in Harvest
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
Arrow Right
2.
  • Zoho Books
    Mark invoice as draft in Zoho Books
  • Zoho Books
    Mark invoice as void in Zoho Books
  • Zoho Books
    Send an invoice in Zoho Books
  • Zoho Books
    Get invoice Pdf by ID in Zoho Books
  • Zoho Books
    Create project in Zoho Books
  • Zoho Books
    Delete time entry in Zoho Books
  • Zoho Books
    Update time entry in Zoho Books
  • Zoho Books
    Search time entry by project in Zoho Books
  • Zoho Books
    Search invoice by combination of filter in Zoho Books
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Update sales invoice in Zoho Books
  • Zoho Books
    Search vendor in Zoho Books
  • Zoho Books
    Create sales invoice in Zoho Books
  • Zoho Books
    Search invoice in Zoho Books
  • Zoho Books
    Create customer in Zoho Books
  • Zoho Books
    Search customer in Zoho Books
  • Zoho Books
    Get customer by id in Zoho Books
  • Zoho Books
    Create item in Zoho Books
  • Zoho Books
    Search item in Zoho Books
  • Zoho Books
    Create estimate in Zoho Books
  • Zoho Books
    Create sales order in Zoho Books
  • Zoho Books
    Get line items by sales order ID in Zoho Books
  • Zoho Books
    Update sales order in Zoho Books
  • Zoho Books
    Create payment in Zoho Books
  • Zoho Books
    Search account in Zoho Books
  • Zoho Books
    Create purchase order in Zoho Books
  • Zoho Books
    Create task in Zoho Books
  • Harvest
    Find project by ID in Harvest
  • Harvest
    Find client by ID in Harvest
  • Harvest
    Create time entry with start and end time in Harvest
  • Harvest
    Find task by ID in Harvest
  • Harvest
    Create project in Harvest
  • Harvest
    Create timesheet entry in Harvest
  • Harvest
    Create task in Harvest
  • Harvest
    Create client in Harvest
  • Harvest
    Create and start timer in Harvest
  • Harvest
    Create contact in Harvest

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Ready WorkflowsReady Workflows ย  for Zoho Books + Harvest Integration

Generate invoices, record expenses, update customer accounts, and sync project budgets, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Harvest + Zoho Books flow

Send project updates to your team, log financial records, and manage follow-ups after your accounting and timesheet data sync. Pick a combination and activate it in one click.

Zoho Books
Harvest
+
AsanaAsana (6)
+
TrelloTrello (4)
+
SlackSlack (4)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
H
Z
A
Create a Zoho Books sales invoice from every new Harvest invoice, and add an accounting task in Asana.
New Harvest invoices automatically generate corresponding sales invoices in Zoho Books while opening a tracking task in Asana, eliminating manual billing handoffs.
H
Z
A
Log every new Harvest timesheet entry as a time entry in Zoho Books, and create a follow-up task in Asana.
Harvest billable hours flow directly into Zoho Books time tracking while creating a review task in Asana, keeping project costs transparent.
H
Z
A
When a new project is added in Harvest, create a matching project in Zoho Books and open tracking in Asana.
Harvest project creations instantly set up accounting projects in Zoho Books and generate project boards in Asana for seamless execution.
H
Z
A
When a Harvest invoice is paid, create a payment record in Zoho Books and update the task in Asana.
Paid Harvest invoices automatically record customer payments in Zoho Books and update the corresponding financial task status in Asana.
H
Z
A
Use Claude to analyze new Harvest invoice line items, create a Zoho Books sales invoice, and open an Asana review task.
Claude evaluates Harvest invoice items before generating a tailored sales invoice in Zoho Books and setting up review steps in Asana.
H
Z
A
S
Turn every new Harvest project into a Zoho Books project, create an Asana task, and notify your team in Slack.
New Harvest projects establish accounting records in Zoho Books, open tracking tasks in Asana, and announce the project launch in Slack.

Supported triggers and actions for Zoho Books and Harvest

Mix and match to build the exact automation you need

Zoho Books
Zoho Books Triggers & Actions
Instant
Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
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Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
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Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
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Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
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Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
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Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
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Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
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Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
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Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
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Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
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Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
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Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
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Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
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Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
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Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
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Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
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Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
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Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
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Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
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Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
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Send an invoice in Zoho Books
Invoice is sent
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Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
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Create project in Zoho Books
Generates a new project
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Delete time entry in Zoho Books
Removes a time entry from the system
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Update time entry in Zoho Books
Modifies an existing time entry
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Search time entry by project in Zoho Books
Looks for a specific time entry
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Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
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Create time entry in Zoho Books
Adds a new time entry
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Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
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Search vendor in Zoho Books
Searches for a vendor
Try it โ†’
Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
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Search invoice in Zoho Books
Locates and retrieves invoices with
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Create customer in Zoho Books
Adds a new customer to the database
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Search customer in Zoho Books
Locates and retrieves customer information
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Get customer by id in Zoho Books
Retrieves customer information based on their id
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Create item in Zoho Books
Generates a new item
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Search item in Zoho Books
Locates and retrieves particular item information
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Create estimate in Zoho Books
Adds a new contact to the contact list
Try it โ†’
Create sales order in Zoho Books
Generates a new sales order with pre-filled details
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Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
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Update sales order in Zoho Books
Updates sales orders with the latest information
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Create payment in Zoho Books
Generates and process a payment transaction
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Search account in Zoho Books
Searches for account information
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Create purchase order in Zoho Books
Generates a purchase order for approved requests
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Create task in Zoho Books
Creates a new task
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Harvest
Harvest Triggers & Actions
Expense is added in Harvest
Triggers the automation when a new expense is added
Try it โ†’
Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
Try it โ†’
Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
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Task is added in Harvest
Triggers the automation when a new task is added
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Project is added in Harvest
Triggers the automation when a new project is added
Try it โ†’
Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
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Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
Try it โ†’
Invoice is added in Harvest
Triggers the automation when a new invoice is added
Try it โ†’
Client is added in Harvest
Triggers the automation when a new client is added
Try it โ†’
Contact is added in Harvest
Triggers the automation when a new contact is added
Try it โ†’
Person is added in Harvest
Triggers the automation when a new person is added
Try it โ†’
Find project by ID in Harvest
Retrieves a project by its unique identification number
Try it โ†’
Find client by ID in Harvest
Locates a client based on their unique identification number
Try it โ†’
Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
Try it โ†’
Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
Try it โ†’
Create project in Harvest
Creates a new project
Try it โ†’
Create timesheet entry in Harvest
Creates a new timesheet entry
Try it โ†’
Create task in Harvest
Creates a new task
Try it โ†’
Create client in Harvest
Generates a new client profile
Try it โ†’
Create and start timer in Harvest
Creates and starts a timer for tracking time
Try it โ†’
Create contact in Harvest
Adds a new contact to the database
Try it โ†’

What can you automate with Harvest + Zoho Books?

Streamline your billing, time tracking, and accounting workflows with automated data transfers between Harvest and Zoho Books.

What you can automate?
๐Ÿงพ
Generate Zoho Books invoices from Harvest invoices
Automatically create sales invoices in Zoho Books the moment a new invoice is added in Harvest. Eliminate manual transcription and keep your billing workflows synchronized.
โฑ๏ธ
Sync billable hours into accounting time entries
Map every billable timesheet entry created in Harvest directly into Zoho Books time records. Keep your project labor costs accurately updated in your accounting software.
๐Ÿ””
Alert your team when payments are received
Notify your finance channel on Slack the exact moment an invoice is paid in Harvest and recorded in Zoho Books. Keep revenue milestones visible across your organization.
๐Ÿ”€
Route expenses based on submitted amounts
Evaluate Harvest expense entries and route high-value items to managerial approval workflows while standardizing routine expenses in Zoho Books.
๐Ÿ”„
Keep project records updated across platforms
Synchronize project creations and status adjustments between Harvest and Zoho Books automatically. Ensure your team works from consistent project scopes.
๐Ÿ”
Find and update existing customer accounts
Search for customer records by ID before creating entries, preventing duplicate contacts when syncing client data between Harvest and Zoho Books.
๐Ÿ’ณ
Record customer payments upon invoice settlement
Automatically create payment entries in Zoho Books whenever a Harvest invoice is marked as paid. Keep your accounts receivable ledgers accurate and up to date.
๐Ÿ’ฌ
Extend billing data to team communication apps
Connect your core Harvest and Zoho Books flow with Slack to broadcast payment notifications and keep financial stakeholders instantly informed.
And much more...

Who is Harvest + Zoho Books integration for?

Connecting Harvest timesheets and project data with Zoho Books accounting empowers finance and management teams to keep revenue and billable hours perfectly aligned.

Accounting managers
Accounting managers
Project directors
Project directors
Agency account leads
Agency account leads
Operations coordinators
Operations coordinators
Billing specialists
Billing specialists
Business owners
Business owners
๐Ÿ“ˆ
Accounting managers
You review financial reports every week, but billable hours logged in Harvest only reach Zoho Books when someone manually exports records, so your revenue ledgers are always a few steps behind โ€” this integration means every invoice and time entry updates your books instantly.
โšก
Project directors
You need to act fast when project budgets shift, and you find out too late because project data sits stranded in timesheet software instead of reaching your accounting ledger โ€” with this integration, every project update flows straight into your financial system.
๐Ÿค
Agency account leads
You answer to a client who wants to see progress and billing accuracy, but manual reconciliation leaves gaps between tracked hours and invoiced amounts โ€” automating both apps means your invoices and payments remain perfectly synchronized for every client review.
๐Ÿ“Š
Operations coordinators
The volume of client invoices and expense receipts is too high for anyone to keep up by hand, leading to missed billing entries and delayed reconciliation โ€” connecting these apps means every transaction populates your accounting ledger without manual data entry.
๐Ÿ’ผ
Billing specialists
You own the invoicing process and depend on team members to log billable hours before you can bill clients, but delays upstream stall your entire billing cycle โ€” this integration means paid invoices and logged hours trigger accounting updates instantly.
๐Ÿ”
Business owners
You need a reliable financial history and keep finding gaps between timesheet records and paid revenue figures across your disparate tools โ€” automating both apps means your financial records remain complete, accurate, and audit-ready at all times.
Our team

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Why choose Integrately to automate Zoho Books + Harvest

Build and manage your Zoho Books + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho Books + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Harvest to Zoho Books?
Frequently Asked Questions
You can connect Harvest to Zoho Books in 1 click using ready-made automations on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Slack, Asana, and Gmail.
Can I automatically create Zoho Books sales invoices from Harvest invoices?
Frequently Asked Questions
Can I connect Harvest, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and Zoho Books?
Frequently Asked Questions
How are Harvest timesheet entries handled in Zoho Books?
Frequently Asked Questions
Can I record payments in Zoho Books when a Harvest invoice is paid?
Frequently Asked Questions
Do I need coding skills to automate Harvest and Zoho Books?
Frequently Asked Questions
Is the Harvest and Zoho Books integration free?
Frequently Asked Questions
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You Can Also Connect Harvest or Zoho Books With 1500+ Other Apps

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