Academy
Academy S6. Specialist: Company Administrator
Last Updated: October 30, 2026Specialist lesson 6: setting up the company, users and permissions, security and access, and subscription, data and support.
Academy S5. Specialist: HR and Payroll
Last Updated: October 30, 2026Specialist lesson 5: time, timesheet approval and leave, pay runs from draft to closed, pay plans, benefits and deductions, and working with your payroll service.
Academy S4. Specialist: Accounting and Reporting
Last Updated: October 30, 2026Specialist lesson 4: double entry and the ledger, what posts automatically, periods and year-end closing, reconciliation and bank import, and the financial statements.
Academy S3. Specialist: Items and Inventory
Last Updated: October 30, 2026Specialist lesson 3: items and pricing, inventory lots and stock, adjustments and archiving, fixed assets and depreciation, and price tags and client items.
Academy S2. Specialist: Purchasing and Payables
Last Updated: October 30, 2026Specialist lesson 2: purchase orders and receiving, bills and payments, quick payment, vendor returns and credits, vendor tax information and AP aging.
Academy S1. Specialist: Sales and Receivables
Last Updated: October 30, 2026Specialist lesson 1: quotes, orders and invoices in depth, sales tax, payments, refunds and credits, recurring invoices and collections, and sales reporting.
Academy 9. Reports You Will Use
Last Updated: October 30, 2026Foundation, lesson 9: running, filtering and exporting reports, and the reports you will use most.
Academy 8. Buying
Last Updated: October 30, 2026Foundation, lesson 8: purchase orders, receiving, bills, paying, quick payment, vendor returns and credits, and AP aging.
Academy 7. Selling
Last Updated: October 30, 2026Foundation, lesson 7: quote to order to invoice to payment, sales tax, undeposited funds, NSF and refunds, recurring invoices.
Academy 6. Items
Last Updated: October 30, 2026Foundation, lesson 6: items and services, pricing and tax, inventory lots, archiving and price tags.
Academy 5. Clients
Last Updated: October 30, 2026Foundation, lesson 5: finding and adding clients, terms, comms, statements and the aging report.
Academy 4. Business Concepts You Need
Last Updated: October 30, 2026Foundation, lesson 4: receivables and payables, debits and credits, accrual and cash, sales tax, and the two main financial statements, in plain words.
Academy 3. Working with Records
Last Updated: October 30, 2026Foundation, lesson 3: lists, Find, edit pages, voiding instead of deleting, attachments, comms and the audit log.
Academy 2. Signing In Safely
Last Updated: October 30, 2026Foundation, lesson 2: company code, user and password, two-factor sign-in, trusted devices, strong passwords, and the license agreement.
Academy 1. Welcome to TBA
Last Updated: October 30, 2026Foundation, lesson 1: how TBA is organized, the menus, Home, My Stuff and the Utility Menu, finding things, and using TBA on a phone.
TBA Academy: Certification Program
Last Updated: October 30, 2026What the TBA Academy teaches, the certificates planned for later, and where to start.