Truss

Various guides and step-by-step walk-throughs.

User guides

Request and collect payments from customers using Truss.

How do I request/collect a payment?

Setting Up Automated Receivables with Quickbooks Online

Using Automated Receivables with Quickbooks Online

Save time on payment collection by adding your payment portal link into your Quickbooks Invoice template.

How can I add a Truss payment link to a QuickBooks invoice template?

Send payment reminders to customers for unpaid payment requests

How can I send a payment reminder?

Request Money

Sending a payment with Truss is fast and easy!

How do I send money to someone?

Instead of sending a payment to your vendor's email, you can enter their bank info and send money directly to their bank/routing account.

Sending bill payments via Direct Deposit

Send Money

Add funds to the available balance in your Truss account.

How do I add funds to my account?

How do I withdraw funds from my account?

You can deposit funds into your Truss account via mobile check deposit.

How to add funds via check deposit

Add or Withdraw Funds

Manage company cash flow with unlimited, unique vendor cards.

How do I create and use a virtual Truss Card

You can easily freeze your card through the Truss dashboard.

How do I freeze a card?

Order a physical Truss card to your office or home address in a few simple steps.

How do I order a new physical Truss card?

Learn how to quickly terminate an issued card in the Truss platform.

How do I close a card?

Discover how to set up your Truss card, including how to set card spend limits for yourself and your employees.

How do I set up my Truss card?

After you create a physical card, you will need to activate it.

How do I activate a physical Truss card

Cards

Connect your QuickBooks Online account and pay your bills directly in Truss.

How do I import and pay bills from my QuickBooks Online account?

Bills

You can cancel 'Pending' or 'Sent' payments in your dashboard. For other payment cancellations, please contact support.

How do I cancel a payment?

Cancel a Payment

How do I reconcile Truss accounts with my accounting software?

Reconcile your Truss Card account in QBO by uploading your card statement.

Reconciling your Truss Card Account in Quickbooks Online