Importing Data

How do I import time and billing setup data?

Download the Excel Upload Template You can import time and billing setup data via a simple spreadsheet. In order for the data to correctly sync up with SpringAhead, the project names as well as the first and last names of the employees/contractors must be exactly as it is in your accounting softwar...

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Why are some of my customers not syncing?

When syncing your customer list with SpringConnect, some customers do not sync. There are several reasons why a customer would not show up in SpringAhead. Check each one and see take the appropriate action to fix the issue. The customer is inactive in QuickBooks. If this is true, it will not be ...

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Why do some of my QuickBooks items fail to appear in SpringAhead after...

Here are the common reasons why data you are trying to sync may not appear. The item is marked as inactive in QuickBooks. Although inactive items are synced into SpringAhead, the default lists only show active items. To change this: Click View Archived... to reveal the inactive items Employe...

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