QuickBooks Online - Automated Export Report
Do you use Quickbooks to keep track of customer transactions? Follow these simple instructions to set up an automated transaction reports, where Quickbooks will email the report to your LoyaltyLoop account when you'd like your survey to launch. If wish to send your survey daily, set the automated report to send it to LoyaltyLoop daily. Prefer to send surveys once a week, set the QBO report to weekly.
Related Articles
Quickbooks Online (QBO) Integration
If you use Quickbooks Online (QBO) to run your business and you keep track of customer details, LoyaltyLoop now offers a direct integration with Quickbooks to simplify and automate your customer feedback and review process, which also allowing you to ...
ePS PrintSmith Vision - Report Export Guide
This is a guide on how to export your monthly LoyaltyLoop report from PrintSmith Vision. This assumes you have already installed the report in PrintSmith Vision. If you haven't installed the LoyaltyLoop report yet, please visit this page. 1. Go to ...
ePS PrintSmith Vision - Report Installation Guide
This guide is for the one-time installation of the LoyaltyLoop report for PrintSmith Vision. If you are looking for a guide on how to export this monthly report, please visit this page. The LoyaltyLoop report requires the Report Manager feature in ...
ePS PACE - Report Export Guide
To drive your customer feedback and reviews, LoyaltyLoop needs a data file that contains contact information for recently closed-out orders (shipped or invoiced). AUTOMATED REPORTS You can automate the process of sending recent orders to your ...
QuickBooks Online - Integration via Zapier
Login to your Zapier account. If you do not have an account, please create one before proceeding to step two. Click “Make a Zap!” on the top of the screen Select QuickBooks Online for your Trigger Select “New Sales Receipt” or “New Invoice” Please ...