Jobs in Adaptive are pulled in from Quickbooks or can be added directly via the New Job button in the top right corner. If you add the job from Adaptive, Adaptive will push the job to QB as well.
We pull in three types of "job records" from QuickBooks:
There are 2 statuses for Jobs: Active and Inactive.
- When you first onboard to Adaptive, all Jobs will come in as Inactive and you will need to go through and Activate any current jobs.
If you have any questions or want to share feedback, feel free to reach out at email@example.com.