The Linked Cards page lets you link company credit cards and manage them in Adaptive. Cards you connect through your bank show up here so you can assign cardholders and map each card to a Payment account in QuickBooks.
Card Feed is filled from card transactions Adaptive receives after the connection syncs. Until at least one transaction has been pulled in for a card, that card may not show any activity in the Card Feed.
Connecting your credit cards
Open Linked Cards (Settings → Cards).
Click + Add a card in the right section and complete the bank connection.
After the account connects, wait a few minutes for Adaptive to finish pulling the cards tied to that institution.
Please note: New cards often won’t show transactions in the Card Feed until at least one charge (or other posted activity) has synced from the bank.
Under Card Holder, assign each card to someone already set up in Settings → People.
Under Payment account, choose the QuickBooks account each card should map to.
Once cards are connected, transactions should start uploading into Adaptive. If a card looks missing from the Card Feed, confirm it has posted activity on the bank side, then try refreshing or re-authenticating the bank connection so data can sync again.
If you have questions or feedback, email [email protected].