---
title: Quick Start Setup Wizard
description: "Get a new company running: choose how to start, answer a few setup questions, and add your team and first client."
url: "https://theasst.com/docs/quick-start-setup-wizard/"
updated: "2026-10-06"
category: Getting Started
---

# Quick Start Setup Wizard

When a new company logs in for the first time, the Quick Start wizard walks you through the most important settings so you can start working quickly. None of it is permanent — every choice can be changed later from the [Setup](https://theasst.com/docs/setup-overview/) menu, which is always available at the top of the page.

## Choose Your Color Theme

TBA first asks you to pick the look you’d like to start with. Click a theme to select it and continue. You or any administrator can change it any time (see [Color Themes Setup](https://theasst.com/docs/color-themes-setup/)), and each person can choose their own (see [My Color Theme and Preferences](https://theasst.com/docs/my-color-theme-and-preferences/)).

## How Would You Like to Start?

The wizard offers these choices:

- **I’ll import my own data from QuickBooks Desktop** — opens [QuickBooks Import](https://theasst.com/docs/quickbooks-import/) to bring in your chart of accounts, customers, vendors, items, and history.
- **Start with default records** — TBA sets up a starting chart of accounts, standard payment terms, and default departments for you. You can review or change them any time under [G/L Accounts](https://theasst.com/docs/g-l-accounts/), [Departments](https://theasst.com/docs/departments/), and [Payment Terms Setup](https://theasst.com/docs/payment-terms-setup/).
- **Pick up where you left off** — shown if you started before and didn’t finish.
- **Skip for now** — go straight to the full Setup menu.

## Setup Preferences

Next come a few questions that shape how TBA works. If you aren’t sure about any, make a note and ask your accountant; you can change them later.

- **Use Timeclock** — Yes or No: do you want the built-in timeclock? See [Timeclock and Kiosk](https://theasst.com/docs/timeclock-and-kiosk/).
- **Account Numbers** — use just account names, or account numbers with names.
- **Negative Amounts** — on financial reports, show negative numbers, or display them in the opposite column.

Then TBA takes you to [Default G/L Settings](https://theasst.com/docs/default-g-l-settings/), where you choose the accounts used for each routine activity (it can fill in sensible defaults in one click), and to [General Options](https://theasst.com/docs/general-options/), where you enter your company information and logo.

## Where You End Up

When you finish, the wizard shows what to do next:

- **Add your team** — create logins for the people who will use TBA; see [Users and Permissions](https://theasst.com/docs/users-and-permissions/).
- **Add your first client** — so you can start creating quotes, orders, and invoices; see [Adding a New Client](https://theasst.com/docs/adding-a-new-client/).
- **Skip for now** — go to the full Setup menu.

If you imported from QuickBooks, it also links back to the chart of accounts, customers, and vendors that were brought in, and lets you re-open QuickBooks Import.

Before you finish signing up, see [Signing Up](https://theasst.com/docs/signing-up/); once you are in, [The Basics](https://theasst.com/docs/the-basics/) explains how to find your way around.