Fixing QuickBooks Issues After the Truss Update
Having trouble with your Truss account in QuickBooks?
After a recent update, some users have seen issues like:
Duplicate transactions
Missing or broken data
Bank feeds not syncing correctly
This guide walks you through how to fix it safely.
The Problem
If you reconnected your Truss account to an old account in QuickBooks, it may cause errors. The best solution is to disconnect the old feed and connect to a new QuickBooks account.
Step-by-Step Fix
1. Reconcile Your Existing Account
In QuickBooks Online (QBO), go to Transactions > Reconcile.
Make sure all transactions are up to date (e.g., up to April 30).
2. Disconnect the Old Truss Feed
Go to Transactions > Bank Transactions.
Click the pencil icon on your Truss account > Edit account info > check “Disconnect this account on save”.
Click Save.
3. Rename the Old Account
Go to Transactions > Chart of Accounts.
Edit the old Truss account’s name to something like:
Legacy Truss Account – Do Not Useand click save.
4. Create a New Account
Still in Chart of Accounts, click New.
Choose:
Account Type: Bank or Credit Card
Detail Type: Checking or Credit Card
Name: e.g.,
Truss Checking (New)
Save the new account.
5. Reconnect the Truss Feed
Go to Bank Transactions > Link account.
Search for “Truss”, log in, and authorize.
When asked, choose your newly created account.
Set the start date to just after your last reconciliation (e.g., May 1) to avoid duplicates.
6. Exclude Duplicate Transactions
In the For Review tab, check for any duplicates.
Select them and click Batch actions > Exclude.
7. Review and You're Done!
Confirm the new account is pulling the correct data.
Reconcile monthly to keep everything clean.
You can keep the old account for historical reference or make it inactive.
Need Help?
If you're unsure about anything, or need support reconnecting your account, Truss support is here to help. Message us anytime!