Step 1: Connect QuickBooks Online to Truss
Before setting up recurring payments, ensure your QuickBooks Online account is connected to Truss. If you haven't done this yet, follow this guide: How to Connect QuickBooks Online to Truss.
Step 2: Create a Recurring Transaction in QuickBooks Online
Log into QuickBooks Online and navigate to the Settings Gear icon in the upper right corner.
Select Recurring Transactions under the "Transactions" section.
Click the New button to create a new recurring transaction.
Choose the transaction type as Bill (if paying a vendor) or Expense (if making a direct payment).
Click OK to proceed.
Enter the necessary details:
Vendor Name
Payment Amount
Payment Schedule (e.g., Weekly, Monthly, Quarterly)
Start Date and End Date (or set it to continue indefinitely)
Select Save Template to finalize the recurring transaction.
Step 3: Sync QuickBooks Online with Truss
Once your recurring transaction is set up in QBO, it will sync into Truss as part of your regular integration process.