Implementing SpringAhead Follow

Welcome to SpringAhead! Below are topics for reference to implement your new company. For extra assistance, please check out our Video Tutorials. 

Phase One

The first step in setting up your new account is to sync your SpringAhead account with your Quickbooks file. To do so, follow these steps:

Complete the Setup Wizard

Prep for Implementation

Install SpringConnect 

Synchronize with Quickbooks

Phase Two

Next, set up your People and Projects. Please review the following guides:

Setting up your People

Setting up your Projects

Review Items and Rates

Phase 3

Review your account; below are some helpful resources for extra setup and tutorials:

Setting Up SpringConnect

Create People

Setup Projects

Processing Time & Expense

Export Invoices

Setup Articles