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.

• 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, 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.

Company #

• Users and Permissions — logins and what each can do.
• Personnel Roles, Personnel Time Options, Timeclock Statuses — people and time.
• General Options — company info, logo, features, and email templates.
• Color Themes, Sites, Units of Measure, Next Numbers to Assign.
• TBA Subscription and Payment Processing.

Accounting #

• Default G/L Settings, Fiscal Year Settings, 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 Import, QB Time Entries, and Payroll GL Import.

New company? Start with the Quick Start Setup Wizard.