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Lisa Murphy
Level 2

New popup survey after customer pays online

Recently my customers have received a popup survey immediately after paying their invoice online. It asks a series of questions, such as “do you know anyone that could use company abc’s services.” And goes on to as name and phone number of the referral.  I noticed it said Powered by Qualtrics. I dug deeper and saw Qualtrics and Quickbooks appear to have a relationship. I want to know why this is being done without our knowledge, where that data is going and how to turn it off. This seems like a privacy violation. QB experts, what is this? Not one person i have spoken with has any knowledge of Qualtrics. @LadyRoxann 

5 Comments 5
ShangY
QuickBooks Team

New popup survey after customer pays online

No need to worry about this, Lisa.

 

The Qualtrics pop surveys commissioned by Intuit QuickBooks are aimed at gaining insights into the common concerns of small business owners. These surveys are designed to help QuickBooks improve its products and services and ultimately support small businesses in achieving their goals. With a focus on understanding the unique challenges faced by small businesses, QuickBooks can provide tailored solutions that address their needs and help them succeed.

 

If you want to stop this, you may want to consider using browser extensions to detect and prevent pop-ups from appearing on your screen.

 

Moreover, you may want to check out this article to learn more about QuickBooks, its features, and its processes: Get started and adjust settings after you sign up for QuickBooks Online.

 

Feel free to get back to this thread if you have additional concerns or questions in mind. I'm always available to help. Take care.

Lisa Murphy
Level 2

New popup survey after customer pays online

With all due respect, none of the questions asked were aimed towards helping improve QB products that could lead to QB helping my small business. And unsolicited surveys to my customers that appear to come from my company are an intrusive, unauthorized violation of privacy. Adding extensions to keep pop ups off my screen doesn’t keep my customers from getting the surveys, so I’m not sure how that solves anything. At the very least, QB needs to request permission to do this. And it needs disclosed, loud and clear, to users. And exactly where does the information go when someone shares the email address and phone number of a potential lead? I filled that form out to test the survey and my company has received no notification about it at all. So who is collecting our lead data? You can certainly see how this is going to be a major issue when others like me start to figure this out. Who is selling the data? Who is benefitting from the data? It doesn’t appear to be the companies that you’re targeting. 

LadyRoxann
Level 3

New popup survey after customer pays online

My customers  have advised me of the same. I am told it looks like a survey from my company, asks how we did, If they would use us again, and then asks for their contact information. The survey apparently looks like it’s coming from my company?!  

I, too, would like to know where that information is going. And I have not authorized anyone to submit surveys in my company’s name. Lastly, I would like copies of the information any of my clients submitted to you about  my company. Since it’s “”from” my firm, that shouldn’t be a problem. 

auroradnicole
Level 1

New popup survey after customer pays online

I just discovered this as well and I'm not thrilled it was put in place without our knowledge or consent. Invoices are a critical last "touchpoint" and I'd prefer QB not mess with what we already have in place. 

auroradnicole
Level 1

New popup survey after customer pays online

So, is the short answer "there is no way to turn this off"??

 

If so, this needs to be addressed immediately. 

 

This is important and something I'm not thrilled about. It feels like unnecessary pandering from my company and isn't reflecting the image we've worked hard to build. 

 

Please advise Intuit's plans to resolve this issue. 

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