Tip

June 2024

Quickbooks - native report automation

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Software: Quickbooks (Online & Desktop)

Automation: Native

If you use Quickbooks (Online or Desktop) run your business, and you keep track of customers details inside Quickbooks, LoyaltyLoop is the perfect customer experience and review platform for you.

Quickbooks offers native report automation functionality in both Quickbooks Online and some Desktop versions that will automatically send your Quickbooks customer contact details such as name and email address to your LoyaltyLoop account.

You can configure this native automation to trigger reports from your Quickbooks Online or Quickbooks Desktop versions.

  • Set it and forget it!
  • Engage the customer soon after their transaction
  • Send requests as often as daily
  • Save time (and money) not running report queries

Don't waste time manaully generating your LoyaltyLoop reports in Quickbooks - leverage these native report automation features.