Watch our video walk-through:
If you have already integrated Quickbooks Online:
Click on your profile icon in the top right corner of the Truss dashboard
Click 'Settings'
Navigate to 'Integrations'
Toggle Automated Invoices to 'On'.- If you wish to prevent the automatic sending of invoices, toggle Automated Invoices to 'Off'. This allows you to manage invoice sending manually.
With Automated Receivables toggled on, you can also customize relevant notifications from the 'Notifications' section in your settings.
Adjust email settings to your preferences.
"Automated Invoices Reconciled"
When 'On', this setting will send email notifications to that user once an invoices has been paid.
Email notifications will only send to the user who set up the Quickbooks Online notifications within Truss.
Troubleshooting:
Clients are not receiving emails from Truss to pay their invoice:
Make sure this global notification setting is toggled "On"
If the Quickbooks Online integration is not set up yet:
1) Connect your accounting software
Click on your profile icon in the top right corner of the Truss dashboard
Click 'Settings'
Navigate to 'Integrations'
Click 'Connect Accounting Software' and select 'Quickbooks Online'
2) Log in with your Quickbooks Online details.
3) Create a new Chart of Accounts in Quickbooks Online.
In QuickBooks, select 'Transactions' then 'Chart of accounts' from the menu (or follow the instructions in this help article.)
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'.
4) Connect your General Ledger Account in Truss
Go back to your Truss account
Navigate to Integrations in Settings
Select Truss as your 'General Ledger Account'
Click next
5) Enable Automated Receivables
Toggle Automated Receivables to 'On'.
Adjust email settings to your preferences.
"Automated Invoice Reconciled"
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.
Your integration is now set up!
Navigate to your Invoices page to view all outstanding invoices and check for any invoices with missing information.
Please note: Only invoices with due dates less than 60 days ago will be imported.
Truss automatically creates invoices in your payment portal for all outstanding invoices if all the required information is available.
You can learn more about Automated Invoices here.For additional guidance about managing automated invoice sending and notifications, refer to this article.