Commerce & Operations

QuickBooks

Simplify accounting and gather valuable customer feedback with QuickBooks & Pluspoint integration

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What is QuickBooks?

QuickBooks is a user-friendly accounting software that simplifies small business tasks such as invoicing, bookkeeping, and sales tax. It tracks income/expenses and manages inventory efficiently. The go-to accounting tool for many small businesses, tracking invoices and payments.

How Pluspoint works with QuickBooks

Pluspoint and QuickBooks work together perfectly to simplify accounting and automate customer feedback. With Pluspoint, businesses can automatically send customer feedback surveys to clients who have interacted with invoices, estimates, or other financial transactions within QuickBooks. A paid invoice becomes a signal Pluspoint can act on, turning billing into a review opportunity.

What you can do with Pluspoint and QuickBooks

When an invoice is created in QuickBooks, it is able to send an email survey to the client using Pluspoint.
When an estimate is created in QuickBooks, it can send a WhatsApp/SMS survey to the client using Pluspoint.
Whenever a quote is created in QuickBooks, it can send a WhatsApp/SMS/email survey to the client using Pluspoint.

What Pluspoint does

What Pluspoint manages for you on QuickBooks.

✓ Connect via Zapier & API

Wire this tool to Pluspoint through Zapier or our open API — trigger reviews, sync contacts, and more.

Frequently asked questions

1. How does Pluspoint use QuickBooks?

Connect QuickBooks so a paid invoice can trigger a Pluspoint review request — turning completed jobs into fresh reviews.

2. Does it work across multiple locations?

Yes — route requests by location and keep billing in QuickBooks untouched.

3. Can I follow up with customers after invoicing?

Launch messaging campaigns triggered by QuickBooks events over email, SMS, or WhatsApp.

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Get started with Pluspoint and QuickBooks

Connect your tools and grow your local reputation from one platform.

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