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'.
5. 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.