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

Homepage

Find answers and get help from Intercom Support and Community Experts

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