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 

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

Configure Your Notification Settings

Email Template to Send to your Teammates

How to Import and Manage Cost Codes in QuickBooks Online

How to Import and Manage Cost Codes in QuickBooks Desktop

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

Managing Roles, Permissions, and Inviting Team Members

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

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

QuickBooks - How to Review Sync Errors

How to access and navigate our help center.

Overview of Our Help Center & Support

General & Setup

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

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