How to Automate Review Requests with Quickbooks

Easily add customers to by connecting your Quickbooks online account. You customer contacts will be imported as well as new customers as you add them. Never miss sending a review request again!

1) Sign into your account. Click the “Integrations” tab on the left sidebar.

2) Select “Connect” under Quickbooks Online.

Dashboard Integrations - Quickbooks

3) Quickbooks authentication window will open.
Click on “New authentication”.

Dashboard Integrations - Quickbooks Authentication

4) Create a New authentication window will open.
Enter your Company and click “Create”.

Dashboard Integrations - Quickbooks Authentication Enter Your Company

5) A new window will open with Intuit(Quickbooks) Sign In. Enter your Quickbooks account login credentials and click “Sign In”.

Dashboard Integrations - Quickbooks Intuit(Quickbooks) Sign In

6) Once you’re signed in, you see a confirmation success message. Click “Finish” to complete the process and import your customer contacts.

Dashboard Integrations - Quickbooks authentication confirmation success message

7) You will return to the Integrations page showing a blue border around Quickbooks to indicate the integration is active. You can Edit the integration list or remove the integration as you wish.

Dashboard Integrations - Quickbooks Active

8) Click Review Requests on left navigation menu and the Recipients on the fly-out menu. You will see your Recipients - In-Queue tab. Small list import within minutes. Large list may take a while.

Dashboard - Review Requests - Recipients - In-Queue

9) You can toggle the Auto-activate recipients daily and set the daily limits to automate the request process. You can also optionally manually toggle the Activate next to the recipient to Unsubscribe or Delete the individual recipient.

Dashboard - Review Requests - Recipients - Active

How to Automate Review Requests with Quickbooks