The QuickBooks integration includes an automated feature that triggers a Review Request as soon as a contact's initial invoice is fully paid (balance reaches $0). This operates separately from any manual actions or workflow-based Review Requests. You have the option to keep this automation enabled or turn it off as needed.
What is the Quickbooks Automatic Review Request?
A Review Request is a CRM tool designed to send a predefined message (via email or SMS) prompting a contact to leave a review for the service provider. The QuickBooks integration allows seamless data exchange between QuickBooks and the CRM. As part of this integration, an automated process is in place to trigger a Review Request whenever a contact fully pays an invoice, reducing the balance 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.
