Documentation

The AdaptBooks Manual

How to set up the platform, run your shop, and connect anything else you use. No marketing copy past this point.

Start Here

If this is your first time opening AdaptBooks, read these in order.

Getting Started

Sign up, finish onboarding, and ring up your first sale in under ten minutes.

Migrate from QuickBooks

Bring your chart of accounts, customers, products, and history across in one pass.

Quickstart by Industry

Six tracks. Pick the one that matches what you do — every track is the shortest path from sign-up to running the business.

Hardware, feed, boutique, supply. Inventory, registers, receiving, returns.

Electrical, plumbing, HVAC. Work orders, dispatch, price book, permits.

Stations, booth rent, walk-ins, tickets, tips, service licenses.

Menus, table maps, kitchen display, tip pool, online ordering.

Units, autopay, late fees, gate codes, lien sales.

Office (Freelance & Pro)

Time, mileage, expenses, retainer invoicing, 1099 income.

Hardware & Add-Ons

Optional setup for in-person payments and team operations.

Stripe Terminal Setup

Pair a WisePOS E reader, run a test charge, troubleshoot connection issues.

AdaptDay HR Guide

Onboard employees, run the time clock, approve PTO, post a labor journal entry.

Integration

If you build software, talk to us through the API.

Authentication, the integration surface, webhook events, and rate limits.

Can't find what you need?

The in-app AI assistant AdaptGent is wired into every page and can usually answer a question faster than this manual can. For human help, write to jamie@adaptensor.com.

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