Adaptive

Getting Started With Adaptive 

Use this guide to walk through onboarding in order. Each step links to a detailed help article if you need more guidance.

Getting Started: Step-by-Step Onboarding Guide

Welcome to Adaptive 

General & Setup

A guide to using budget and vendor codes to speed up your job and cost coding transactions and improve budget accuracy.

Budget and Vendor Codes

How to manage, activate, and create jobs, sub-customers, and projects, and customize the Jobs page view.

Activating Jobs in Adaptive

Budget Setup

Uploading & Creating Bills

Learn how to upload existing receipts or create new ones from scratch in Adaptive

Uploading & Creating Expenses

Use Bulk Actions to Edit & Download multiple Transactions at once.

Bulk Editing & Downloading Bills

You can delete or archive a bill in Adaptive, depending on whether you want to remove it entirely or keep it for your records.

How to Delete or Archive a Bill

Initial Overview for Bills and Expenses in Adaptive

Bills and Expenses Setup 

How to access and navigate our help center.

Overview of Our Help Center & Support

How to get support and find answers in our Help Center

Getting Help

A guide to viewing, filtering, and managing all QuickBooks sync errors from the Sync Errors page.

QuickBooks - How to Review Sync Errors

What to expect when moving from QuickBooks Desktop to QuickBooks Online: planning the cutover, a new Adaptive account, attachment limits, and what you handle vs. what Adaptive handles.

Migrating from QuickBooks Desktop to QuickBooks Online with Adaptive

Explains how payment accounts in Adaptive are synced from QuickBooks via the Chart of Accounts rather than connected directly to real bank or credit card institutions.

How Payment Accounts Sync From Quick Books

How to Import and Manage Cost Codes in QuickBooks Desktop

How to Import and Manage Cost Codes in QuickBooks Online

Learn how to set up common integrations with Adaptive

Integration Setup

How to access, select, and configure your notification types and delivery frequency in Adaptive.

Configure Your Notification Settings

Overview for configuring settings within Adaptive

Settings Setup

How to view roles, manage permissions, create custom roles, and invite team members in Adaptive.

Managing Roles, Permissions, and Inviting Team Members

Email Template to Send to your Teammates

Learn how to invite your team to start using Adaptive

Team Setup

Set Up a Bank Account

Setting up Payments

A comprehensive guide to understanding and using Adaptive's dual navigation system with left sidebar and top bar for accessing all platform features and settings.

Navigating the Adaptive Interface

Tips and tricks for successfully navigating Adaptive

Navigation

Homepage

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.