Truss

Become more familiar with your new Truss account.

Exploring your Truss Account

Getting started

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

How do I create a Truss account?

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

Why do I need to disclose business information to open a Truss account?

Why do I need to disclose personal information to open a Truss account?

Understanding our registration compliance requirements.

Why Truss Requires Certain Information for Registration.

Account Registration

Add your customers, suppliers, and more as contacts.

How do I add a contact?

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

How do I add a bank account?

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

How can I update my company information?

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

How do I invite my employees and set user permissions & spending limits?

Truss seamlessly integrates with Quickbooks Online to automate billing processes.

How can I connect my Quickbooks Online account?

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

How do I manually connect my bank account and verify with micro-deposits?

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

How do I setup payroll from my Truss account?

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

What are the different Truss tiers?

How do I add a customer?

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

How to connect Truss with my CRM system

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

How do I order a checkbook for my Truss account?

Setting Up Your Account

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

How do I activate and use my payment portal link?

How does the payment portal work?

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

How do I add a payment portal to my website?

How to customize and share your payment portal link.

Setting Up Your Payment Portal

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

How should I introduce my customers and contacts to Truss?

How to transition your clients and vendors to Truss.

Communicating to Clients and Vendors

Visit our Website

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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