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How to connect Truss with my CRM system

If you are using Quickbooks Online, you can indirectly integrate Truss with your CRM

Updated this week

If you are using QuickBooks Online, you can indirectly sync your bills and invoices from your CRM with Truss.

If you aren't using QuickBooks Online, please skip to the bottom.

Here's how it works:

  1. Setup integration from Truss to QBO, see detailed instructions here

  2. Setup integration from QBO to CRM, e.g. Buildertrend, Jobtread

    1. When you create invoices/bills in your CRM these sync into Quickbooks Online (QBO)

    2. QBO then syncs bills & invoices into Truss

    3. Payment is sent and completed in Truss

    4. Once payment is complete, Truss syncs back to QBO and marks the transaction as 'paid'

    5. QBO finally syncs the completed invoice/bill back to CRM


For those who aren't using QuickBooks Online, we have a zapier integration that will be available soon (ideally within the next 10 days), with a full integration to JobTread available in March.

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