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View customer feedback survey results in QuickBooks Online

by Intuit• Updated 1 week ago

Learn how to see the results of customer post-invoice surveys in your email and QuickBooks Online.

QuickBooks Online offers a post-invoice survey that collects customer feedback. After customers fill out the survey, the responses are emailed to you and stored in QuickBooks for your review.

An icon showing cash and a payment card If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

Here’s how to see the post-invoice survey results.

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

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.

Before you can see customer survey responses, turn on customer feedback surveys in your Account and settings.

See your survey results in your email

No matter what your customer says, you'll be notified of their response by email, such as whether they want to work with you again, how they rated your service, and any testimonial or referral they provided. 

Links within these emails will take you to the Customers & leads dashboard in QuickBooks Online (Take me there).

View your survey results in QuickBooks Online

To view your customers’ survey results in QuickBooks Online, select Customers & leads, then Overview (Take me there)..

You'll see the following widgets.

The Work requests widget shows the customers have said they’d like to work with you again, and the recorded time frame. 

  1. To see their work request details, select View request.
  2. From the request, you can send an email or create an estimate or invoice.
    • If you select Send an email, a pre-populated email appears.
    • If you select Create an estimate, an estimate page appears.

To see a customer’s detailed feedback, select View response.To reply to a customer’s feedback, select Send a thank you note or Send an email. Then review or edit out the pre-populated email.

In this widget, you’ll see potential customers forwarded to you by existing customers as part of a survey. To see the details of a referral, select View. From here, you can reach out to a customer by email, or add them to your listed customers in QuickBooks Online.

To reach a customer, select Send an email and review or edit the pre-populated email, then send it.

Related links

QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Payments for Online

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