OneLocal directly integrates with Quickbooks by securely connecting your account to your OneLocal dashboard! Once the integration is set up and configured, a LocalReviews request will be automatically sent to the customer's phone or email address when one of four actions is completed in Quickbooks:
A new customer is created.
A new invoice is created.
A new payment is processed.
A new sales receipt is created.
Connecting QuickBooks and Configuring Review Request Workflows
1. Log in to your OneLocal dashboard
2. Click "Settings"
3. Click "Integrations"
4. Under the Connected Accounts tab, click "Connect" next to Quickbooks
5. Follow the prompts to authenticate/sign in and connect your QuickBooks account.
Note: QuickBooks requires 2 Factor Authentication when trying to connect from an unknown device or location.
You can Disconnect the integration using the corresponding button from the Connected Accounts page.
6. Once connected you will be able to set up Workflows to define which actions in QuickBooks will trigger review requests from OneLocal.
Note: You must wait a few moments for your account information to sync before you create Workflows in the next step.
7. Click the "Workflows" tab to choose and configure which triggers will be used to send review requests.
8. Click "Add Workflow"
9. Select "Send LocalReview survey request to a new customer" or "Send LocalReview survey request after a new transaction" and click "Next"
10. Select the integration "QuickBooks" and click "Next"
11. Name your workflow (For example: QuickBooks New Customer Created to LocalReviews)
12. If "new transaction" chosen, Select the Type i.e. Invoice Created, Payment Processed or Sales Receipt Created.
For the Invoice type:
Select whether the review request is only sent when the final invoice is created via the “Invoice Line Item Description” field into which you can enter “Final Invoice,” which will likewise appear in QuickBooks.
For the Payment type:
Select whether the review request is only sent if the Customer Balance/Lines Invoice Balance is a specified value via the “Balance” field. Enter a value, which will trigger a review request if the balance is equal to or lower than the amount entered.
13. Select the survey template you would like to use to send to your customers
14. Select the Delivery Method (Email/SMS) and Preferred Delivery Method based on Contact availability.
15. Choose the date and time the review request should be sent (Note: it is set to Weekdays from 9:00am - 5:00pm by default)
16. Optional: You may add a delay for the request (Note: there is a 15-minute delay by default before a review request is sent to prevent accidents. Therefore, the minimum delay cannot be less than 15 minutes)
17. Click "Save" to save and launch your Workflow.
Tracking Review Requests
After a review request has been triggered and sent, its details will be reflected in LocalReviews>Requests section for reference.
If you click on the review request Date Sent, a pop-up will provide details on the review request.
Have any questions about this integration or require help connecting or configuring your workflows? Please contact your marketing specialist, contact us via the Web chat in OneLocal or email support@onelocal.com.