How to Automate Review Requests with Quickbooks

7 months ago
302

Easily add customers to getmoreonlinereviews.com 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 getmoreonlinereviews.com account. Click the “Integrations” tab on the left sidebar.

2) Select “Connect” under Quickbooks Online.

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”.

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

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.

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.

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.

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