Integrations
Articles
- Connect QuickBooks Online to TrussLink the Truss bank feed once, then post two $0.01 entries for each Truss account. That tells Truss which QuickBooks account to use.
- How QBO and Truss SyncBills and invoices sync from QBO to Truss. Payments sync from Truss to QBO. Bills and invoices created in Truss don't sync to QBO, only their payments do.
- Set Up Automated Invoice Delivery via QBOTurn on Automated Invoices so Truss emails your customer a payment link for every QBO invoice, and choose whether they see invoice line items.
- Truss + JobTread: FAQQuick answers to the most common questions about connecting Truss and JobTread — plus links to full setup guides for your specific situation.
- Truss + JobTread Integration — Getting Started (New to Truss)New to Truss and connecting JobTread directly, with no accounting software involved. Start here if this is your first time hearing about Truss.
- Truss + JobTread Integration — Getting Started with QuickBooks OnlineNew to Truss and also using QuickBooks Online. Connect Truss to both QBO and JobTread so invoices sync from JobTread and bills flow through QBO.
- Truss + JobTread Integration — Existing Truss Account (No QuickBooks Online)For existing Truss clients who don't use QuickBooks Online and are connecting JobTread directly to Truss.
- Truss + JobTread Integration — Existing Truss Account with QuickBooks OnlineFor clients who already use QuickBooks Online with Truss and are now also connecting JobTread for invoicing.
- Truss + JobTread: How Invoices and Bills SyncInvoices go straight to Truss. Bills route through QuickBooks. Here's the full map, and why to connect QuickBooks either way.
- Reconcile Your Truss Cash Account in QBOIf your Truss Card account is not connected via bank feed, you can reconcile it manually:
- Add Your Truss Payment Link to a QBO Invoice TemplateWhen you email invoices directly from QuickBooks, customers see a QBO-generated email — not a Truss email. Adding your Truss portal link to the QBO invoice template means every invoice you send from QBO automatically…
- Disable QBO Credit Card & ACH PaymentsQuickBooks Online has its own built-in payment processing (QuickBooks Payments). If this is enabled, your QBO invoices will show a "Pay Now" button that routes customers through Intuit's payment system — not through T…
- Connect Buildertrend, Jobber & Other Software via QBOBuildertrend, Jobber, ServiceTitan and similar software connect to Truss through QuickBooks Online. Connect your software and Truss to the same QBO company, then add your payment portal link.
- Collecting Payments on Pre-Integration Invoices (QBO)When you connect Truss to QuickBooks Online, payment links are not retroactively added to invoices that already existed in QBO before the integration. Here's how to send payment links for those older invoices.
- Connect Truss with Your CRM (Buildertrend, Jobber, ServiceTitan, etc.)If you use a CRM or project management tool like Buildertrend, Jobber, ServiceTitan, or similar, you can sync invoices and bills with Truss through QuickBooks Online. No direct Truss–CRM connection is required.
- Remove Summary Line Items from Truss Invoices (QBO)When your invoices sync from QuickBooks Online, Truss may display a summary breakdown of line items by default. If you'd prefer to hide this, you can turn it off.
Quick fixes
- A custom payment doesn't match my QBO invoice
- I accidentally connected the wrong QBO account
- JobTread customer names show as project name / address in QBO
- My QBO invoice isn't showing in Truss yet
- QBO bank feed not syncing to Truss
- QBO sync: bills and invoices come from QBO, payments go back
- QuickBooks error: "Subscription period has ended or canceled"