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'.
With Automated Receivables toggled on, you can also customize relevant notifications from the 'Notifications' tab.
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 an invoices 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".
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 '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'.
4) 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
5) Enable Automated Receivables
Toggle Automated Receivables to 'On'.
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".
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.