Setup Documentation

Prepping for Implementation

Welcome to SpringAhead! If you have not yet logged into the Setup Assistant implementation portal but would like to take a look around SpringAhead, here are some features you may access and utilize: Ensure Setup Wizard is completed (Note: This is also a step in the Setup Assistant) Introducti...

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Installing SpringConnect

SpringAhead uses the proprietary SpringConnect application to seamlessly move data between SpringAhead and your back-office systems. Using this guide, you will: Download the SpringConnect Installer Select where to install SpringConnect Install SpringConnect Downloading The SpringCon...

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Configuring SpringConnect With QuickBooks

SpringConnect creates the connection between SpringAhead and QuickBooks. Using this guide, you will: Link SpringConnect to SpringAhead Link SpringConnect to QuickBooks Identify and modify any settings that are required to ensure that the data in SpringAhead mirrors the data in QuickBooks ...

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Installing and Configuring SpringConnect With The New QBO

In May of 2014, Intuit released a new version of QuickBooks Online , which changed the way that 3rd party applications integrate with the service. Because of this, we developed a new version of the SpringConnect module to sync data between QuickBooks Online and SpringAhead. If you have updated to ...

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Synchronizing With Your Accounting System

Once SpringConnect is installed and configured, you will be ready to sync it with your accounting system. Using this guide, you will: Synchronize with your accounting system Review the data coming from your accounting system into SpringAhead Synchronize with QuickBooks Open Spring...

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Using the Setup Wizard

When you access your account for the first time, you will be prompted to use the Setup Wizard to configure specific settings and parameters for your company. You will be able to make changes later on. These are the settings that you will initially be able to set up using this wizard: Gl...

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Configuring Invoice Export

Printable Version With SpringAhead, you have the option to bring invoices directly into your accounting software, with or without timecard information. Using this guide you will: Become familiar with the different settings Configure your invoice export Reviewing The Options Log ...

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Configuring Payroll Export

Printable Version With SpringAhead, you have the option to bring timecard information directly into your accounting software and also create a file that can be uploaded or sent to a third party payroll provider. Using this guide, you will: Become familiar with the different settings Configure ...

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Mapping Payroll IDs

If your payroll provider accepts file imports, you can generate files to upload to them. Using this guide, you will: Enter your company Payroll ID Enter your employee’s Payroll IDs &nbsp;</li> Entering Your Company Payroll ID Log in as an administrator ...

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Mapping Payroll Items

In order for hours to properly be exported to QuickBooks Payroll, payroll items must be mapped within SpringAhead. Using this guide, you will: Map your Time Types in SpringAhead to Payroll Items in QuickBooks Create custom Time Types (optional) Mapping to Standard Time Types Log i...

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