QBO Automatic Review Request
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 CRM Workflow triggers/actions. The Workflow trigger for Invoice Paid does not respond to invoices paid in Quickbooks, only to invoices paid in the CRM.
What is the Quickbooks Automatic Review Request?
A Review Request is a 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 the CRM 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?
- In your CRM, Go to Settings > Integrations > Quickbook Integration
- Deselect "Send Review Requests for contacts"
- You can turn it back on / reenable later
