Connecting your credit cards lets Adaptive pull in card transactions automatically. Those transactions appear as draft expenses on the Expenses page, where you can link them to receipt images and complete accounting details.
1. Connect cards in Settings
Go to Settings → Cards (Card management).
Open the Linked tab
Click Add a card and complete the bank connection.
Wait a few minutes for Adaptive to pull in cards from that institution.
2. Assign cardholders and payment accounts
For each connected card:
Under Card holder, assign someone from Settings → People.
Under Payment account, choose the QuickBooks account each card should map to.
Correct payment account mapping is required for automatic linking between card transactions and expenses.
3. Where card transactions appear
After cards are connected, new charges sync into Adaptive as card transactions. Adaptive creates draft expenses from those transactions on Expenses → Draft.
Please note: New cards often won't show transactions until at least one charge has fully posted and synced from the bank. Pending transactions do not appear.
4. Troubleshooting
If a card or its transactions seem missing:
Confirm the card has posted activity on the bank side.
Check Settings → Cards for expired credentials and re-authenticate if needed.
Allow 1–3 business days for new transactions to appear on Expenses → Draft.
For matching and linking, see Matching an Expense to a Credit Card Transaction.
If you have questions or feedback, email [email protected].