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Connecting Your Credit Cards

Connecting your cards saves you time by allowing Adaptive to match your receipts to your transactions.

Updated over 8 months ago

The Linked Cards page allows you to link your credit cards and track your purchases within Adaptive.
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Connecting your Credit Cards:

  1. Go to the Linked Cards page.
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    • (Settings > Cards)
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  2. Then, connect your cards by clicking Connect in the appropriate section.
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    • Once the account is connected, it'll take a few minutes to pull in all the cards associated with that bank account.
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  3. Assign Cards to Users in the User dropdown.
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    • The user dropdown contains the names of users (employees) that have already been added in Settings > People.​
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  4. Choose a Payment Account in QuickBooks to map each card to.
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Once your cards are connected in Adaptive, you'll be able to pull these cards into the Card Feed:

  • Submitted Receipts will automatically be linked to the appropriate card and user.
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    • Note: This is great for reconciling against your credit card statement!

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If you have any questions or want to share feedback, feel free to reach out at [email protected].

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