Now You Decide When QuickBooks Review Requests Go Out with FirstDirect360’s New Feature

FirstDirect360 is excited to unveil an update to our QuickBooks integration that puts control back in your hands. Thanks to your feedback, you now have the option to choose when review requests go out, rather than relying on automatic triggers. This enhancement allows you to engage customers at the right time—on your schedule and theirs. Here’s what this new feature offers and how to use it.

What’s New in the QuickBooks Integration?

Gain Full Control Over Review Requests

Previously, review requests were automatically sent as soon as an invoice balance hit zero. Now, you can opt out of automatic requests and send them only when the timing feels right. This control helps you manage when to ask customers for feedback, aligning with your unique business needs and customer interactions.

How to Use This New Feature

Getting started is easy! Follow these steps to update your settings and take control over review requests:

1. Open the Settings menu in your sub-account.
2. Go to Integrations and select QuickBooks Integration.
3. Uncheck Send Review Request to Contacts to disable automatic requests.

Why Did We Add This Feature?

We built this feature based on user feedback. Many customers reached out through support and social channels, asking for a way to control review requests in the QuickBooks integration. Previously, there wasn’t an option to manage this, so we introduced it to give you flexibility and to improve your customer engagement strategy.

How This Update Helps You

1. Complete Control Over Review Requests
Choose when to reach out for feedback, rather than having requests sent automatically. This puts the power back in your hands to make requests meaningful.

2. Enhanced Customer Experience
With the ability to time your requests, you can prevent unnecessary interruptions and engage your clients when it’s most effective.

3. Designed with Your Feedback
This feature was inspired directly by user input, ensuring it meets the real needs of businesses that rely on FirstDirect360 for customer interactions.

Update your QuickBooks integration settings today and take full control over your customer feedback process. With this new feature, FirstDirect360 makes it easier than ever to improve client interactions and create an experience that fits your business vision.

Brianna Johns

Hi, I’m Brianna! As the Digital Architect at First Direct, I specialize in media buying, analytics, and optimizing campaigns to ensure they resonate and deliver results. I also manage FirstDirect360, acting as the wizard behind the curtain to enhance the platform's impact. My passion lies in precision, innovation, and driving success through continuous improvement.

See Full Bio