Overview
Payment accounts in Adaptive can originate from two sources:
Linked bank and credit card accounts connected directly in Adaptive
Accounts synced from QuickBooks as part of the Chart of Accounts, such as Bank and Credit Card accounts
This allows Adaptive to support both real-world payment methods and accounting-only accounts while maintaining alignment with QuickBooks when tracking payments.
1. Sync Behavior with QuickBooks
Payment accounts sync automatically from QuickBooks based on the accounts available in the Chart of Accounts.
Accounts are pulled from QuickBooks
Adaptive mirrors the account structure provided by QuickBooks
Adaptive does not create independent payment accounts outside of what exists in QuickBooks.
2. How Payment Accounts Are Used
Payment accounts are used to associate payments with the correct accounting account.
Payments reference the synced payment account
Account mapping aligns with QuickBooks reporting
This helps keep payment activity consistent between Adaptive and QuickBooks.
Summary of Key Requirements
Payment accounts can be linked directly or synced from QuickBooks
Synced accounts are sourced from the Chart of Accounts
Bank and credit card accounts are supported
Only linked accounts create direct bank or card connections
Important: Only linked payment accounts connect directly to a bank or credit card provider. Accounts synced from QuickBooks do not create a direct financial connection.
If you have any additional questions or have issues pulling in those payment accounts please contact [email protected]