Adaptive

Learn the different ways to upload bills and receipts into Adaptive, including mobile uploads, email submissions, manual entry, and drag-and-drop files.

How to upload Receipts and Bills into Adaptive

Here is an alternate option to split PDFs outside of Adaptive.

How to Split multi-page PDFs (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

Set Up a Bank Account

This workaround lets users who don’t use QuickBooks time activities or work outside QuickBooks Online reallocate costs in Adaptive without affecting QuickBooks P&L.

How Do I Make a Labor Entry in Adaptive?

Learn how to check whether a bill or receipt has already been added to a draw in Adaptive, including how to find billed and unbilled costs.

How to Tell if a Bill or Receipt has Already Been Added to a Draw

Access Global Search from any page, to search anything in your account.

Using the Global Search feature

You can run simple calculations directly in any currency field across Adaptive — no need to switch to a calculator or spreadsheet.

Using Quick Math in Currency Fields

Troubleshoot QuickBooks sync errors in QBO and QBDT with step-by-step best practices, including Sync Errors review, Trigger Sync, record checks, and common fixes.

Best Practices: Troubleshooting QuickBooks Sync Errors in QBO and QBDT

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