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How can I connect my Quickbooks Online account?
How can I connect my Quickbooks Online account?

Truss seamlessly integrates with Quickbooks Online to automate billing processes.

Updated over a week ago

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)

    Screenshot 2022-11-16 at 10.37.21 AM

  • 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.

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