Kurt_M
Moderator

Account management

The reviews from your customers can be found in the Customers & Leads tab, @mmc4533. We'll guide you on how to access those precious customer feedback in QuickBooks Online (QBO)."
 

  1. On the left navigational bar, go to the Customers & Leads tab.
  2. Select Review,
  3. Locate the customer's review that you want to access.

 

For visual reference, see the image below. 

 

image (6).png

 

You can also connect your Google or Gmail account to make it easier interacting with your customers for future transactions or service reviews. Here's how:
 

  1. On the left navigational bar, go to the Customers & Leads tab.
  2. Select Leads and then click the Connect your Gmail button.
  3. Follow the on-screen instructions.

 

Feel free to check the image below for visual reference.

 

image (8).png

 

image (7).png

To learn more about how the post invoice survey works in QBO, you can check this article: Understand customer surveys.

 

Our QuickBooks Live Expert Assisted is now available and can offer tips and guide you in streamlining the process of handling customer invoices and other transactions. You can check it out anytime.

 

It's been a pleasure to have you here today. We encourage you to continue using the comment section below if you have any further inquiries about QuickBooks or require assistance with managing customer transactions. We'll be around to provide a prompt response and resolve your concerns.