Understand customer surveys

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.

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

Understand how the survey works

Once your customer pays their QuickBooks Payments invoice via the checkout page, they can rate your services, indicate whether they want to work with you again, and provide detailed feedback.

• 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

Related links

• Turn customer feedback surveys on or off in QuickBooks Online
• View customer feedback survey results in QuickBooks Online