Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
M
mmc4533
July 10, 2025
Question

IS THERE SOME WAY TO AUTOMATE EMAILS?

  • July 10, 2025
  • 1 reply
  • 18 views

Is there some way to automate emails? We would like to send out review requests after we finish a job and the customer has paid the invoice?

1 reply

N
NerbynMaeIQuickBooks Team
QuickBooks Team
July 10, 2025

Yes, you can automate emails in QuickBooks Online (QBO) by turning on the Post-invoice/Feedback survey feature, MMC. 

 

Here's how: 

 

  1. Log in to your QuickBooks Online (QBO) account. 
  2. Go to the Gear Icon and click Accounts and Settings.
  3. Select Sales.
  4. click the Pencil icon and turn on the Post invoice/Feedback survey.
  5. Once done, select Save.

 

For more detail information of the steps above, please visit this article: Turn customer feedback surveys on or off in QBO.

 

Also, you can explore a third-party app for sending out review requests after completing a job and receiving payments for the invoice in QBO.

 

Here's how to find and integrate third-party apps:

 

  1. Go to the Apps menu.
  2.  Select Find Apps.
  3. Look for an app in the Search bar. Or, scan them in the Browse categories or industries related to automated emails.


 

Feel free to reach out to us anytime if you have any QuickBooks concerns.

M
mmc4533Author
July 10, 2025

Where would we see the review?  Hopefully Google?  Can we link to the Google review for our business to make it painless for the customer?  

K
Kurt_MQuickBooks Team
QuickBooks Team
July 10, 2025

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. 

 

 

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.

 

 

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.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement