Review requests with Rex
Send automatically from QuickBooks
Automatically request reviews after eligible QuickBooks invoices are paid.
Before you begin
Have QuickBooks Online access, customer messaging consent and completed messaging setup.
Requirements
Review requests need customer consent, the right account permissions, an eligible subscription and a valid Google review destination. Email also needs a complete business mailing address. SMS needs completed setup and provider approval.
Steps
- Select the correct business and open Integrations.
- Under QuickBooks Online, select the customer-consent checkbox.
- Click Connect QuickBooks.
- Complete QuickBooks authorization and return to Reputo.
- Enable Auto-send on paid invoices.
- If requested, confirm consent and click Save messaging authorization.
- Open Ask for Reviews → Overview to check requests created after later invoice payments.
Expected result
Eligible paid invoices trigger review requests using the customer contact details available.
Having trouble?
Confirm auto-send is enabled, your messaging authorization is current and customer contact information is valid.