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February 10, 2022
Question

Can I create a pop up in QBO requesting clients leave feedback when they open the invoice?

  • February 10, 2022
  • 1 reply
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1 reply

February 10, 2022

Thank you for posting here on the Community page, info-hiltoncarpe. 

 

The option to create a pop-up when your clients open the invoice isn't available in QuickBooks Online (QBO). As a workaround, your client can send their feedback via email or text outside QuickBooks. 

 

I recognize how convenient it's for users to create a pop-up in QuickBooks online when your clients open the invoice. You can use the Feedback feature within your QBO company file to send this idea. This way, our management and engineering teams could take action to help improve and meet your business needs.

 

Here's how:

 

  1. Go to the Gear icon, then select Feedback.
  2. Enter your suggestions, then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can select Skip and send messages.
  4. From the drop-down, choose the appropriate category, then press Send message.

 

Also, you'll want to visit our blog. From there, all our innovations will be posted.  If you need articles and references in managing your business, you'll want to check our QuickBooks Help.

 

That's it! Let me know in the comment section if you need more help in managing invoices in QuickBooks. I'll be around to help. Have a wonderful day.