Automatic Review Request When Invoice Paid in Quickbooks
The Quickbooks integration comes with a built-in automation to send a Review Request whenever a contact's first invoice is paid in full (balance drops to…
2 min read352 words3 explained imagesUpdated Mon, 18 Nov, 2024 at 10:08 AM
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
The Quickbooks integration comes with a built-in automation to send a Review Request whenever a contact's first invoice is paid in full (balance drops to $0). This is independent of manual and workflow actions to send a Review Request. This can be left enabled, or it can be disabled.
The Quickbooks Automatic Review Request is built into the integration, it does not use the GHL Customer Care Workflow triggers/actions. The Workflow trigger for Invoice Paid does not respond to invoices paid in Quickbooks, only to invoices paid in GHL Customer Care.
A Review Request is a GHL Customer Care feature that sends a prebuilt message (email or SMS) to a contact asking them to review the service provider. The Quickbooks integration is a feature that connects Quickbooks to GHL Customer Care so that certain information can be passed back and forth. The Quickbooks integration has a built-in automation that will send a Review Request to a contact the first time they pay an invoice down to $0.
Why does the Quickbooks integration have an automatic Review Request?
Every small business should be asking for reviews and most of them aren't asking often enough. An excellent time to ask for a review is right after the first transaction has closed. This can be automated by connecting to Quickbooks to get a message when the first invoice is paid down to $0.
How can I turn off / disable the Quickbooks automatic Review Request?
For a period of time there was no way to disable this automatic Review Request. In Oct 2024 a new feature was released that allows toggling this feature on / off. You can control this in Subaccount > Settings > Integrations > Quickbook Integration > deselect "Send Review Requests for contacts". You can turn it back on / reenable later.
How can I turn off / disable the Quickbooks automatic Review Request? (image 1 of 3)What this shows For a period of time there was no way to disable this automatic Review Request.What this showsIllustrates the "How can I turn off / disable the Quickbooks automatic Review Request?" section of "Automatic Review Request When Invoice Paid in Quickbooks".This screenshot appears in the "How can I turn off / disable the Quickbooks automatic Review Request?" section of "Automatic Review Request When Invoice Paid in Quickbooks". The text alongside this image reads: For a period of time there was no way to disable this automatic Review Request. In Oct 2024 a new feature was released that allows toggling this feature on / off. You can control this in Subaccount > Settings > Integrations > Quickbook Integration > deselect "Send Review Requests for contacts"…. The navigation path used here is Subaccount > Settings > Integrations > Quickbook Integration.Path: Subaccount > Settings > Integrations > Quickbook IntegrationImage 1 of 3What this coversFor a period of time there was no way to disable this automatic Review Request. In Oct 2024 a new feature was released that allows toggling this feature on / off. You can control this in Subaccount > Settings > Integrations > Quickbook Integration > deselect "Send Review Requests for contacts". You can turn it back on / reenable later.How can I turn off / disable the Quickbooks automatic Review Request? (image 2 of 3)What this shows For a period of time there was no way to disable this automatic Review Request.What this showsIllustrates the "How can I turn off / disable the Quickbooks automatic Review Request?" section of "Automatic Review Request When Invoice Paid in Quickbooks".This screenshot appears in the "How can I turn off / disable the Quickbooks automatic Review Request?" section of "Automatic Review Request When Invoice Paid in Quickbooks". The text alongside this image reads: For a period of time there was no way to disable this automatic Review Request. In Oct 2024 a new feature was released that allows toggling this feature on / off. You can control this in Subaccount > Settings > Integrations > Quickbook Integration > deselect "Send Review Requests for contacts"…. The navigation path used here is Subaccount > Settings > Integrations > Quickbook Integration.Path: Subaccount > Settings > Integrations > Quickbook IntegrationImage 2 of 3What this coversFor a period of time there was no way to disable this automatic Review Request. In Oct 2024 a new feature was released that allows toggling this feature on / off. You can control this in Subaccount > Settings > Integrations > Quickbook Integration > deselect "Send Review Requests for contacts". You can turn it back on / reenable later.How can I turn off / disable the Quickbooks automatic Review Request? (image 3 of 3)What this shows For a period of time there was no way to disable this automatic Review Request.What this showsIllustrates the "How can I turn off / disable the Quickbooks automatic Review Request?" section of "Automatic Review Request When Invoice Paid in Quickbooks".This screenshot appears in the "How can I turn off / disable the Quickbooks automatic Review Request?" section of "Automatic Review Request When Invoice Paid in Quickbooks". The text alongside this image reads: For a period of time there was no way to disable this automatic Review Request. In Oct 2024 a new feature was released that allows toggling this feature on / off. You can control this in Subaccount > Settings > Integrations > Quickbook Integration > deselect "Send Review Requests for contacts"…. The navigation path used here is Subaccount > Settings > Integrations > Quickbook Integration.Path: Subaccount > Settings > Integrations > Quickbook IntegrationImage 3 of 3What this coversFor a period of time there was no way to disable this automatic Review Request. In Oct 2024 a new feature was released that allows toggling this feature on / off. You can control this in Subaccount > Settings > Integrations > Quickbook Integration > deselect "Send Review Requests for contacts". You can turn it back on / reenable later.
Frequently asked questions
Why does the Quickbooks integration have an automatic Review Request?
Every small business should be asking for reviews and most of them aren't asking often enough. An excellent time to ask for a review is right after the first transaction has closed. This can be automated by connecting to Quickbooks to get a message when the first invoice is paid down to $0.
How can I turn off / disable the Quickbooks automatic Review Request?
For a period of time there was no way to disable this automatic Review Request. In Oct 2024 a new feature was released that allows toggling this feature on / off. You can control this in Subaccount > Settings > Integrations > Quickbook Integration > deselect "Send Review Requests for contacts". You can turn it back on / reenable later.
