Watch our video walk-through:
Connect your Truss account to Quickbooks Online and set up your Chart of accounts to import and sync invoices and bills.
1) Connect Quickbooks Online from your Truss Dashboard
On the top right of the Truss homepage, click on your company name, then 'Settings' from the dropdown menu.
Click 'Integrations', then select 'Quickbooks Online'.
Log in with your Quickbooks Online details.
Tip: If you encounter the error "Invalid CORS request" when trying to connect to QuickBooks, try clearing your browser's cache or using a different browser.
2) Create a new Chart of Accounts in Quickbooks Online
In QuickBooks, select 'Bookkeeping' then 'Chart of accounts' from the menu (or follow the instructions in this video tutorial)
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'.
3) 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.
"Send me email notifications when an automated invoice has been paid"
When 'On', this setting will send email notifications once a payment request has been paid. Email notifications will only send to the user who set up the Quickbooks Online notifications within Truss.
"Send automated invoice emails to customers"
When 'On', this setting will send Truss invoice emails to your customers as soon as you create a new invoice for them in QBO.
If you use Quickbooks Online email notifications or don't want your clients getting automated payment emails, you may want to toggle this to "Off".
Done! You can now use Automated Receivables with Quickbooks Online invoices or import bills from your Quickbooks Online account and pay them directly in Truss.