Watch our video walk-through:
Step-by-step instructions
Connecting your QuickBooks Online (QBO) account with Truss:
If you haven't done so before, start by connecting your QBO account with your Truss account.
From your business dropdown in the top right corner, click 'Settings'
Once in settings, click 'Integrations'
Click 'Connect accounting software'
Select 'Quickbooks Online'.
Setting up a Truss account on your Chart of Accounts:
After connecting your QBO account, you need to add a Chart of Accounts for your Truss bank account in your QuickBooks dashboard.
In QuickBooks, select 'Tranasctions' then 'Chart of accounts' from the menu.
Click 'New' to add a new account.
Select the following settings:
Account Type: Bank
Detail Type: Checking
Name: Truss
Choose when to start tracking finances from this account and enter your account balance.
Click 'Save and close'.
Connect your General Ledger Account in Truss
Go back to your Truss account
Navigate to Integrations in Settings
Select your Truss chart of accounts as your 'General Ledger Account'
Click next
Adjust email settings to your preferences.
Importing and paying bills
After following the previous steps, select the 'Bills' section of your Truss dashboard.
Here, you will find all of your synced bills from QuickBooks.
To pay a bill, select the bill you are looking to pay and click 'Payment.'
Enter either the full payment amount, or enter your desired partial payment of the bill.
Select your preferred payment method, and select 'Next.'
Confirm the information for the bill payment, and when ready, click 'Pay'
Once sent, you can track the progress of your payment anytime in your 'Bills' tab on your Truss dashboard.
If you chose 'Let vendor decide', your payment will remain in status 'Pending' until accepted by the vendor. You can remind your vendor at any point to accept their payment.
