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Buy nowIs there some way to automate emails? We would like to send out review requests after we finish a job and the customer has paid the invoice?
Yes, you can automate emails in QuickBooks Online (QBO) by turning on the Post-invoice/Feedback survey feature, MMC.
Here's how:
For more detail information of the steps above, please visit this article: Turn customer feedback surveys on or off in QBO.
Also, you can explore a third-party app for sending out review requests after completing a job and receiving payments for the invoice in QBO.
Here's how to find and integrate third-party apps:
Feel free to reach out to us anytime if you have any QuickBooks concerns.
Where would we see the review? Hopefully Google? Can we link to the Google review for our business to make it painless for the customer?
The reviews from your customers can be found in the Customers & Leads tab, @mmc4533. We'll guide you on how to access those precious customer feedback in QuickBooks Online (QBO)."
For visual reference, see the image below.
You can also connect your Google or Gmail account to make it easier interacting with your customers for future transactions or service reviews. Here's how:
Feel free to check the image below for visual reference.
To learn more about how the post invoice survey works in QBO, you can check this article: Understand customer surveys.
Our QuickBooks Live Expert Assisted is now available and can offer tips and guide you in streamlining the process of handling customer invoices and other transactions. You can check it out anytime.
It's been a pleasure to have you here today. We encourage you to continue using the comment section below if you have any further inquiries about QuickBooks or require assistance with managing customer transactions. We'll be around to provide a prompt response and resolve your concerns.
I found the reviews and it is good to know. Is there some way to export these to Google? Or better still have the reviews left straight away to Google? We would like the reviews to be visible to prospective customers.
Exporting or syncing your reviews in QuickBooks Online (QBO)directly to Google is currently unavailable, MMC.
Since this option is valuable for your business and helps prospective customers see your reviews, I recommend sharing your feedback/suggestions with our product engineers. Your input will help us better understand your needs and enhance your overall experience.
Here's how to send one:
If you have further questions, please don't hesitate to leave a comment below.
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