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Adaptive Academy
Everything you need to know to set up Adaptive
Overview of Our Help Center & Support
Inviting Teammates & Permission Levels
Email Template to Send to your Teammates
Configure your notification settings
How to Import and Manage Cost Codes in QuickBooks Online (QBO)
How to Import and Manage Cost Codes in QuickBooks Desktop (QBDT)
Setting up the QuickBooks Desktop Web Connector
Activating Jobs in Adaptive
Historical Costs & Draws
Importing Budgets
Internal Budget vs. External Budget
Client or Bank Facing Categories
Tracking Changes & Reallocating Budget
Building a Draw - Cost-Based or Cost Plus
Building a Draw - Percent (%) Complete
Downloading Budgets, Draws & Transaction Backups
Job Default Settings - Class, Location & Bank Account