Quickbooks
Setting up your Quickbooks Integration
14 articles
Getting Started
Connect QuickBooks Online to Truss and configure your account for the first time.
How can I connect my Quickbooks Online account?Truss seamlessly integrates with Quickbooks Online to automate billing processes.
How to disable Quickbooks Online online credit card and ACH paymentsTrying to skip the fee when making payments through QBO? Disabling this method is quick and easy.
Updating your Existing Quickbooks Truss IntegrationWith our new real-time Truss bank feed integration with Quickbooks Online (QBO), you will need to reconnect the connection in QBO.
Invoices & Payments
Import invoices, automate billing, and manage payments between Truss and QuickBooks
How do I import and send invoices from my QuickBooks Online account?Connect your QuickBooks Online account and pay your invoices directly in Truss.
Setting Up Automated Invoices with Quickbooks OnlineConnect your Quickbooks Online account to automatically import outstanding invoices and create invoices in Truss.
How can I add a Truss payment link to a QuickBooks invoice template?Save time on payment collection by adding your payment portal link into your Quickbooks Invoice template.
Collecting Payments on Pre-Integration Invoices in QuickBooksPayment links are not retroactively added to invoices created before the integration.
How to Set Up Recurring Payments on Truss with Quickbooks OnlineFollow the steps below to ensure your recurring payments flow seamlessly into Truss.
Bank Feed
Set up and troubleshoot real-time bank feed syncing between Truss and QuickBooks Online
How to connect and sync Bank Feed on Quickbooks with TrussWe’re pleased to announce the rollout of our new real-time Truss bank feed integration with QuickBooks Online (QBO). Here's how to connect.
Quickbooks bank feed troubleshootingHaving issues with reconnecting your Quickbooks Bank Feed after the update? Try these fixes to help with some common issues.
Reconciliation & Accounting
I need to reconcile accounts or manage credits
Connecting your Truss Card Account to Quickbooks OnlineLearn how to connect Truss card accounts to QuickBooks Online.
Reconciling your Truss Cash Account in Quickbooks OnlineReconcile your Truss Cash Account by uploading your account statements to Quickbooks Online.
Manually reconciling your Truss Card Account in Quickbooks Online Via CSV File UploadReconcile your Truss Card account in QBO by uploading your card statement.
How to apply vendor credit to sync Truss with Quickbooks.