Turn customer feedback surveys on or off in QuickBooks Online

Learn how to turn on customer feedback surveys after invoices to collect customer feedback in QuickBooks Online.

QuickBooks Payments offers a post-invoice survey that lets you automatically collect customer feedback. Here’s how to turn them on or off.

If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

Chapters:

0:26 - Understand customer surveys in QuickBooks Online
1:24 - View customer feedback survey results in QuickBooks Online
2:31 - Turn customer feedback surveys on or off in QuickBooks Online

Prerequisites

To use customer feedback surveys, you need to have QuickBooks Payments.

Turn customer surveys off or on

Your customers will get the survey when they pay a QuickBooks Payments invoice. But you have the option to turn it off.

1. Select Settings ⚙️, then Accounts and settings (Take me there).
2. Select Sales.
3. Select Post-invoice survey, then Edit. 
4. Switch Post-invoice survey on or off.
5. Select Save, then Done.

Related links

• Understand customer surveys in QuickBooks Online
• View customer feedback survey results in QuickBooks Online