If you aren't already integrated with QuickBooks, read how to by clicking here.
Create your invoices as per usual in QuickBooks
Check that your Truss <> QuickBooks integration is up to date. You can update it by clicking the Re-Sync button in the respective page.
The invoice will show up with the imported customer information as well, and if you have automated invoices on in Truss, we will send them an email with a payment link.
The invoice will have the QuickBooks icon next to it to indicate it was imported from QuickBooks.
Now you can remind customers or charge customer card through Truss. There are also other options you can access by clicking the three dots for more menu options.
