Account Setup
- ★ Installing and Configuring SpringConnect with QBO
- Implementing SpringAhead
- The Settings Tab
- Items and Rates in SpringAhead
- Enabling Payroll for QuickBooks
- Enabling Payroll for Paychex
- Enabling Payroll for Custom Exports
- Enabling Payroll for ADP
- Using QuickBooks Online and SpringAhead for Invoicing
- Using QuickBooks Desktop and SpringAhead for Invoicing
- DCAA Compliant Settings
- Going Live
- Creating Payment Methods
- Creating Expense Types
- Creating Custom Time Types
- Setting Up Tasks
- Understanding Multi-Level Approval
- Using Mass Update
- Mapping Payroll Items
- Mapping Payroll IDs
- Configuring Payroll Export
- Configuring Invoice Export
- Using the Setup Wizard
- Installing and Configuring SpringConnect with QuickBooks Desktop
- Installing SpringConnect
- Prepping for Implementation
- Configuring Classes, Terms, and Messages
- Enabling Email Notifications
- Configuring Classes
- Archiving Objects