Truss

Become more familiar with your new Truss account.

Exploring your Truss Account

Making an account should take no less than 10-15 minutes. We make sure signing up is safe, quick and easy!

Financial institutions are required to collect this information to comply with legal and regulatory requirements.

Understanding our registration compliance requirements.

Add your customers, suppliers, and more as contacts.

If your bank supports single sign-on, you can simply connect your account by logging in with your online banking credentials.

Customize your logo, display name, and statement descriptor in your Truss account.

Onboard your employees and set their spend limits in just a few clicks.

Truss seamlessly integrates with Quickbooks Online to automate billing processes.

Manually connect your bank account and verify with micro-deposits.

Setup your payroll to automatically withdraw funds from your Truss checking account.

Truss permission tiers allow you to cater to different roles and responsibilities within your workflow.

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

With Truss, ordering a checkbook for your account is made easy.

Trying to skip the fee when making payments through QBO? Disabling this method is quick and easy.

Toggle between different companies to manage your funds and expenses between businesses

Set up your payment portal link and begin collecting payments in minutes.

Get paid seamlessly by integrating your Truss payment portal directly into your website.

How to customize and share your payment portal link.

Templates and tips to help make your customers comfortable using Truss.

There are multiple ways to invite your subcontractors so they can receive funds faster. Some options reward you as well!