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Understand customer surveys

by Intuit• Updated 4 days ago

Learn how the post-invoice survey benefits you and your business.

QuickBooks Online offers a post-invoice survey that lets you automatically collect customer feedback. This optional survey helps you understand if customers would like to work with you again, provide a 5-star rating and feedback, and refer your business to new customers.

Understand how the survey works

  • If your customer says they would work with you again, they can also record which additional products or services interest them. They’ll also tell you when they’ll next need your services.
  • Customers can rate your service on a 5 star scale.
    • If they rate your service below 4 stars, they can tell you how you can improve next time.
    • If they rate your service at 4 or 5 stars, they can share a brief testimonial about their experience with your company you could use later, and if they will recommend you to anyone else.
  • Customers can also refer you to potential future customers, including their contact information.

Frequently asked questions

You can select between 30, 60, 90, 180, and 365 days.

  1. Go to Settings ⛭ and select Account and settings.
  2. Select Sales, then select Post-invoice/Feedback survey.
  3. Select the frequency from the Manage survey frequency ▼ dropdown.
  4. Select Save, then Done.

You can select the following settings:

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Only you will see the results of your survey in your Customers & leads dashboard, or within your Customers' profile pages. We collect the survey results on your behalf and for your benefit—and not for anyone else.

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