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/apply 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, vendors, and more as contacts and learn how to edit your contact's information if they need to change verification info.

How do I add/edit 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?

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 user permission levels?

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?

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

How to disable Quickbooks Online online credit card and ACH payments

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

Multiple Companies Under One Account

What are the limits on your Truss Account and how can you increase them?

What are my Truss Account limits?

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?

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

How do I invite others (subcontractors, friends, etc) 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

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.