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Connect your Truss account to Quickbooks Online and set up your Chart of accounts to import and sync invoices and bills.
1) Connect your Truss Account in QuickBooks Online
First, you need to add Truss as a linked account within your QuickBooks dashboard to enable the automated bank feed.
Log in to your QuickBooks Online account.
In the search bar, type "Link Accounts".
Search for "Truss" in the search bar and select it from the results.
Click Continue to be redirected to the Truss secure login portal.
2) Authenticate your Truss Account
You will be redirected to a secure login page to verify your Truss credentials.
Enter your Truss login credentials (email and password).
Follow any multi-factor authentication (MFA) prompts if required.
Once authenticated, you will be prompted to authorize QuickBooks to access your Truss data. Click Allow or Connect.
3) Finalize the Integration in Truss
After linking in QuickBooks, you must finalize your preferences in the Truss dashboard to ensure invoices and bills sync correctly.
Log in to your Truss Dashboard.
Navigate to Settings > Integrations.
Click on Connect QuickBooks.
Select your General Ledger Account: Choose "Truss" (or your preferred account) from your QuickBooks Chart of Accounts.
Enable Automations: Use the toggles to turn on Automated Invoices or Show Invoice Line Items as needed for your workflow.
All set! Once the integration is complete, you will receive a "QuickBooks Connected" confirmation. Your General Ledger Account will automatically update to Truss, signifying that your accounts are now fully synced and ready for automated billing.
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.