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LadyRoxann
March 22, 2024
Question

Has QBO sent your customers a survey that looks like it's from you after they make a credit card payment using QB?

  • March 22, 2024
  • 4 replies
  • 0 views
A couple of my clients have told me that after they pay their invoice, they receive a survey that LOOKS like it's from us. 

1) How did [insert my company name] do? 
2) Would you use [insert my company name] again? 
3) Please provide your contact info. 

It is most certainly NOT from me/us. I don't know where the answers to those questions go, but they're not coming to me. 

Where is the info going? Why is QBO doing this? Are they collecting my clients' data?  And how do we get them to stop?

Is anyone else dealing with this?? 


Thanks in advance. 

    4 replies

    I
    I used to have an invoices sho
    March 22, 2024

    I appreciate you for reaching out, @LadyRoxann! Let me share with you some insights on how to recognize official Intuit correspondence and websites.

     

    Sometimes, suspicious emails are a scam designed to induce you to divulge personal information. These scams can take many different shapes, but they frequently have a convincing appearance. In case you are uncertain whether an email originated from Intuit, consider checking these points to identify suspicious activity, phishing scams, and potential fraud.

     

    • We’ll never ask for your personal info in an email.
    • Our emails will always come from an email address that ends with @intuit.com. This includes @e.intuit.com.
    • Any link we send you in an email will always be for an intuit.com address.

     

    Also, all official Intuit websites end in *intuit.com. A few examples include quickbooks.intuit.com, e3.intuit.com, and click.notifications.intuit.com. You can check out our online security tips to help you keep your information safe.

     

    Do you have any questions concerning an Intuit email? For information about strange emails that other Intuit customers have reported, check out our security notices.

     

    Moreover, suspicious emails will say they are from Intuit and may ask you to take actions like logging in, providing personal information, or downloading 'tools'. If you have received one of these emails, don't open it or access any of the links. Go to the Intuit Online Security Center for more information.

     

    Additionally, you may visit these articles to help you identify official Intuit correspondence and websites, ensuring the security of your data.

     

     

    Feel free to ask me anything about Intuit QuickBooks security-related questions. I'm always here to help you and will check your post around the clock. Have a fantastic day ahead!

    L
    LadyRoxannAuthor
    March 22, 2024

    .

    I
    I used to have an invoices sho
    March 22, 2024

    Thank you for getting back to us, @LadyRoxann!

     

    Typically, QuickBooks Online collects information about the features users utilize, how the users navigate through the product, and other demographic and quantitative data for product purposes. This data includes details on the features used, navigation patterns, and other relevant quantitative information to enhance services and products offered by Intuit, the company behind QuickBooks. Importantly, the collected data is not identifiable to employees, customers, or vendors

     

    You can check this article for additional reference: Online Security Center.

     

    If your client has any doubts about an email message, tell them not to open the message until they make sure it's from Intuit. Learn how to recognize and report suspicious emails.

     

    Please note that if needed, Intuit Support can help you determine if the email is from Intuit or a possible phishing email that needs to be forwarded to our security team for assessment.

     

    Additionally, you might find it helpful to check out this article to get additional information: Official email communication from Intuit Payments.

     

    Please keep me informed if you have other questions about data security with your QuickBooks, LadyRoxann. I'll be here anytime to help you. Have a great day!

    L
    Lisa Murphy
    April 19, 2024

    We’ve had the same experience. I sent myself an invoice to look further into it. The survey popped up after i made payment. I noticed it said ‘Powered by Qualtrics’ so i did some digging. Btw…no one at QB that i spoke with has any knowledge of this.  https://www.qualtrics.com/au/customers/intuit-quickbooks/

    L
    LadyRoxannAuthor
    April 19, 2024

    Thanks!! QB just keeps telling me to caution our clients about link/internet safety. That's not the issue.

     

    Does yours also look like YOUR company is asking YOUR clients about your performance??

     

    I paid a test invoice, too. I did NOT get the survey. I'll try again.

     

    How is it possible that another company has wedged it's way between QB, us, and our clients to interject a survey?? Kind of terrifying.

     

    But you're right. QB hasn't acknowledged that they even know what I'm talking about.

     

    Thanks for the intel!! It gives me a jumping off point.

    L
    Lisa Murphy
    April 19, 2024

    My first thought was it looked like it was coming from us and asking if the customer knew of any referrals (if you answer yes, it asks for name, email and phone number of potential customer) Goes on to ask if you will continue doing business with us, also a yes or no question. Even after filling out my info as a potential referral, i (my company) received no notification via email of the referral. So where the hell is that info going?? I saw all the responses you received 🙄 I’m gonna keep digging until i get sone answers. This is definitely not right to do without our permission. Qb is setting up for a lawsuit if they aren’t careful and this truly is a partnership. Too bad, bc if we could control the survey, ask things we wanted (like a googke review) it could be a powerful tool! 

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      adibiker
      August 22, 2024

      A client of mine just got one of these too and I’m absolutely infuriated this is happening. Is there seriously no way to stop this?

       

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        A
        AnneMariee
        August 22, 2024

        I've got your back, adibiker. Let me guide you through turning off the post-invoice survey in QuickBooks.

         

        QuickBooks Online offers a post-invoice survey feature that automatically collects customer feedback when they pay a QuickBooks Payments invoice. This survey is optional and here's how you can turn it off:

         

        1. Go to the gear icon at the top-right corner of the screen.
        2. Under Your Company, select Account and settings.
        3. Head to the Sales tab.
        4. Next to Post-invoice survey, click the pencil icon, then switch the toggle off or on again.
        5. Click Save, then Done.

         

        Here's an article all about the survey for more info: Receive business referrals and customer feedback from QuickBooks Online post-invoice surveys.

         

        Feel free to check out our help articles for any other QuickBooks-related concerns.

         

        If you have other concerns about the survey or invoicing your customers, please use the reply button below. I'll be around to answer your questions and assist you further. Keep safe, adibiker!

        A
        adibiker
        August 22, 2024

        Why would this be defaulted to on rather than defaulted to off? Unbelievably irritating.

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