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Lisa Murphy
April 19, 2024
Question

New popup survey after customer pays online

  • April 19, 2024
  • 2 replies
  • 0 views

Recently my customers have received a popup survey immediately after paying their invoice online. It asks a series of questions, such as “do you know anyone that could use company abc’s services.” And goes on to as name and phone number of the referral.  I noticed it said Powered by Qualtrics. I dug deeper and saw Qualtrics and Quickbooks appear to have a relationship. I want to know why this is being done without our knowledge, where that data is going and how to turn it off. This seems like a privacy violation. QB experts, what is this? Not one person i have spoken with has any knowledge of Qualtrics. @LadyRoxann 

    2 replies

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    ShangY
    April 19, 2024

    No need to worry about this, Lisa.

     

    The Qualtrics pop surveys commissioned by Intuit QuickBooks are aimed at gaining insights into the common concerns of small business owners. These surveys are designed to help QuickBooks improve its products and services and ultimately support small businesses in achieving their goals. With a focus on understanding the unique challenges faced by small businesses, QuickBooks can provide tailored solutions that address their needs and help them succeed.

     

    If you want to stop this, you may want to consider using browser extensions to detect and prevent pop-ups from appearing on your screen.

     

    Moreover, you may want to check out this article to learn more about QuickBooks, its features, and its processes: Get started and adjust settings after you sign up for QuickBooks Online.

     

    Feel free to get back to this thread if you have additional concerns or questions in mind. I'm always available to help. Take care.

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    Lisa MurphyAuthor
    April 19, 2024

    With all due respect, none of the questions asked were aimed towards helping improve QB products that could lead to QB helping my small business. And unsolicited surveys to my customers that appear to come from my company are an intrusive, unauthorized violation of privacy. Adding extensions to keep pop ups off my screen doesn’t keep my customers from getting the surveys, so I’m not sure how that solves anything. At the very least, QB needs to request permission to do this. And it needs disclosed, loud and clear, to users. And exactly where does the information go when someone shares the email address and phone number of a potential lead? I filled that form out to test the survey and my company has received no notification about it at all. So who is collecting our lead data? You can certainly see how this is going to be a major issue when others like me start to figure this out. Who is selling the data? Who is benefitting from the data? It doesn’t appear to be the companies that you’re targeting. 

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      auroradnicole
      April 26, 2024

      I just discovered this as well and I'm not thrilled it was put in place without our knowledge or consent. Invoices are a critical last "touchpoint" and I'd prefer QB not mess with what we already have in place. 

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