If a Harvest invoice item matches a Xero item code with a default revenue account, the item will be booked to that Xero revenue account. This connection is managed in Xero at “Business > Products and services.”
Alternatively, if a Harvest invoice client aligns with a Xero contact with a default revenue account, the entire invoice transfers to that Xero revenue account. This is handled in Xero under “Contacts > All contacts.”
If no default revenue account is assigned to the client or invoice item types, Harvest’s Xero settings page’s revenue account will be the fallback.
If you’ve established tracking categories in Xero based on client selections in your Harvest for Xero settings, those categories will appear on invoice line items when migrating Harvest invoices to Xero.