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Join nowHow can I add a customer satisfaction survey to an invoice? Is this possible? Is there an app integration to make this happen? Even if it's as simple as, 1-10 how likely are you to recommend "XYZ"?
I can help you with adding a customer satisfaction survey to your invoices, @hollanketo.
Yes, you can find any third-party apps that can integrate with QuickBooks Online (QBO) perfectly that can create a customer satisfaction survey that can be attached to the invoices that'll be sent to your customers.
Having this feature in QBO is indeed a great idea and I'll surely take note of this. For now, you can visit the QuickBooks Blog to check for new updates and features that we have.
There are lots of applications or apps developed by third-party businesses that integrate with QBO perfectly. You can go to the QuickBooks App Center to find one or go to the Apps tab within QuickBooks Online.
You can find this Apps menu if you're the Primary or the Company Admin of the account. Check the screenshot below:
You can check this article for more information: Find apps.
See this article for detailed guidance on how to create invoices in QuickBooks Online and on how to record invoice payments.
Let me know if you need further help with your invoices in QBO. I'm always here ready to answer them for you. Take care and have a great rest of the day!
I'm not finding any apps that allow a survey to be created and attached to an invoice.
Thanks for visiting Community, @hollanketo
Allow me to provide you a little information about adding a customer satisfaction survey to an invoice.
We all know that Customer Satisfaction is a powerful predictor of customer retention and loyalty. Surveys help you discover what your customers like, dislike, or what they'd like to see improved.
You can check these article for more information:
I've added a related article to guide you in creating and sending invoices in QuickBooks Online.
Keep your post coming if you need more help. Have a great day!
I know what a customer satisfaction survey is and how to create an invoice. What I don't know how to do is merge the two. How do I include a customer satisfaction survey to the invoice?
Do you need a customer satisfaction survey?
Very good question.
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