Integrations › QuickBooks Online

Your QuickBooks invoice gets paid. Zurvia asks for the review.

Connect QuickBooks Online and every invoice paid in full, or every sales receipt, turns into a Google review request, texted from your own local number. Works for any business that invoices customers, whatever the trade.

7-day free trial, then $59 a month per location. 3¢ a text, emails free. No contract.

my.zurvia.com/app/#overview
Zurvia's Overview for a plumbing company: a 4.9 Google rating, 14 new reviews in 30 days, and review requests from QuickBooks marked Reviewed ยท 5 stars
Ridgeline Plumbing2:14 PM
Hi Dana, thanks for choosing Ridgeline Plumbing! Would you take 30 seconds to share how we did? zurvia.com/r/k8Qz

What you need

An Intuit login for the QuickBooks Online company.

All integrations

How to connect

  1. In Zurvia, open CRM Connect and click Connect QuickBooks.
  2. Sign in to Intuit and pick the company.
  3. Click Connect on Intuit's screen. Zurvia reads customers, invoices, payments and sales receipts, and never changes your books.

What triggers a request

An invoice paid in full, or a sales receipt (paid at the time of service).
Partial payments and deposits wait until the invoice is paid off.
Intuit tells Zurvia about payments as they happen; Zurvia also checks every 10 minutes. Only payments after you connect count, each one once.
Texts go to the customer's Mobile number in QuickBooks; otherwise their main phone, otherwise email.

Every request follows your location's rules: business hours, one reminder at most, the "don't ask again" window for repeat customers, and texting only once your number is approved (emails go out in the meantime).

What Zurvia reads

Read-only, and only what it needs.

Customers: name, mobile and main phone, email. That's who gets asked.
Invoices and payments: whether an invoice is paid in full, and when. That's when they get asked.
Sales receipts: paid-on-the-spot jobs count too.
Never written: Zurvia doesn't create, change or delete anything in your books.
QuickBooks Online questions

What people ask before connecting.

Do I need any other software?

No. If you invoice customers in QuickBooks Online, that's all Zurvia needs. Scheduling apps, spreadsheets and paper work orders don't matter: the paid invoice is the signal.

What about deposits and partial payments?

They wait. A request goes out once the invoice is paid in full. A deposit with no invoice yet doesn't trigger anything.

Which phone number gets the text?

The customer's Mobile number in QuickBooks, then their main phone. If the text bounces because the number is a landline, they're emailed instead and that number is remembered. No phone at all? They get an email.

We have several companies in QuickBooks.

Add a location in Zurvia for each one and connect each to its own QuickBooks company. Each location has its own number, wording and settings.

Will it ask the same customer every month?

No. Repeat customers wait out your "don't ask again" window (90 days by default, 30 days to a year), and anyone who already left a Google review is never asked again.

Is this QuickBooks Desktop too?

QuickBooks Online only. Desktop users can upload a spreadsheet of paid invoices, or send them through a webhook.