---
title: Setup Overview
description: "Company-wide configuration: users, accounting defaults, sales settings, vendor settings, and data import."
url: "https://theasst.com/docs/setup-overview/"
updated: "2026-10-06"
category: Setup
---

# Setup Overview

The **Setup** section is where you configure TBA for your company -- users and permissions, accounting defaults, sales settings, vendor settings, and importing data from other systems.

![Setup Menu tile menu with Company, Accounting, Sales, Vendor, and Data Import](https://theasst.com/wp-content/uploads/2026/09/setupmenu.webp)

- **Company** -- users, personnel roles, timeclock, general options, color themes, sites, units of measure, numbering, subscription, and payment processing.
- **Accounting** -- default G/L accounts, [Fiscal Year Settings](https://theasst.com/docs/fiscal-year-and-year-end-closing/), and G/L classes.
- **Sales** -- payment terms, item info categories, sales tax, service rate rules, and service holidays.
- **Vendor** -- vendor ID categories and shipping methods.
- **Data Import** -- QuickBooks and payroll data import.

Most of Setup is a one-time (or rarely-revisited) configuration pass when you first set up TBA.

## What Is on Each Menu

Setup is a fixed menu of links (it can’t be rearranged like a tile page). You only see the items you have permission for; see [Users and Permissions](https://theasst.com/docs/users-and-permissions/).

### Company

- [Users and Permissions](https://theasst.com/docs/users-and-permissions/) — logins and what each can do.
- [Personnel Roles](https://theasst.com/docs/personnel-roles-setup/), [Personnel Time Options](https://theasst.com/docs/personnel-time-options/), [Timeclock Statuses](https://theasst.com/docs/timeclock-statuses-setup/) — people and time.
- [General Options](https://theasst.com/docs/general-options/) — company info, logo, features, and email templates.
- [Color Themes](https://theasst.com/docs/color-themes-setup/), [Sites](https://theasst.com/docs/sites-setup/), [Units of Measure](https://theasst.com/docs/units-of-measure-setup/), [Next Numbers to Assign](https://theasst.com/docs/next-numbers-to-assign/).
- [TBA Subscription](https://theasst.com/docs/tba-subscription/) and [Payment Processing](https://theasst.com/docs/payment-processing/).

### Accounting

- [Default G/L Settings](https://theasst.com/docs/default-g-l-settings/), [Fiscal Year Settings](https://theasst.com/docs/fiscal-year-and-year-end-closing/), and [G/L Classes](https://theasst.com/docs/g-l-classes/).

### Sales

- [Payment Terms](https://theasst.com/docs/payment-terms-setup/), [Item Info Categories](https://theasst.com/docs/item-info-categories/), [Sales Tax](https://theasst.com/docs/sales-tax/), [Service Rate Rules](https://theasst.com/docs/service-rate-rules/), and [Service Holidays](https://theasst.com/docs/service-holidays/).

### Vendor

- [Vendor ID Categories](https://theasst.com/docs/vendor-id-categories/) and [Shipping Methods](https://theasst.com/docs/shipping-methods/).

### Data Import

- [QuickBooks Import](https://theasst.com/docs/quickbooks-import/), [QB Time Entries](https://theasst.com/docs/qb-time-entries/), and [Payroll GL Import](https://theasst.com/docs/payroll-gl-import/).

New company? Start with the [Quick Start Setup Wizard](https://theasst.com/docs/quick-start-setup-wizard/).