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How to Add a Google Review Link in QuickBooks Invoice
Simple RM Team
January 30, 2023
1 min

Table Of Contents

01
Get Review Link
02
Add Link to Invoice
03
How to Get More Reviews
04
Follow-up Review Requests
How to Add a Google Review Link in QuickBooks Invoice

Including a Google review link in a QuickBooks invoice is a quick win.

It takes less than five minutes and will get your business more reviews.

That being said, it will only get you less than half the possible reviews.

Keep reading after the instructions to find out how to get every review.

  1. Search “Google business listing” on Google.
search bar with google business listing
  1. Find the section that looks like this and click “view profile”.
managed google business listings in search results
  1. In the card that looks like this click “Get more reviews”.
manager version of google business listing
  1. Your review link is in the pop-up that appears. Copy it and save it for later.
google review link pop up
  1. Log in to your QuickBooks Online account.
  1. Click the settings option.
quickbooks online settings menu location
  1. In the menu that appears click on the “Custom form styles” option.
quickbooks online settings menu options
  1. Find the template you are adding the review link to and click edit.
custom form styles page
  1. Click “Content” to move to that tab.
edit invoices main page
  1. Click on the bottom section of the invoice on the right.
edit invoices content tab
  1. In the “Message to customer on” section choose “Invoices and other sales forms” and enter the review link you copied earlier into the text box, along with a few words of your choice.
edit invoices content tab editing section
  1. Click done to save.
edit invoices content tab editing section with message
  1. Back on the Custom form styles page open the menu and click “Preview PDF” to see how the link looks in the template.
quickbooks online template dropdown menu

How to Get More Reviews

The key to getting more reviews is following up.

The explanation is simple. People are busy. They need reminders.

Even though the customer may want to leave a review after your first request they often forget.

A second and even third review request (email or text) will continue to spur on customers that did not act after the initial request.

Follow-ups can more than double the number of reviews you get.

Follow-up Review Requests

QuickBooks Online does not have the ability to send this type of email, but there is an app on the QuickBooks Online app store that does.

It is called Simple Review Management.

SRM makes it easy to send follow-up review requests.

Including a review link in your QuickBooks Invoice is a good first step, but if you are serious about getting every review possible SRM a must.

Collect every review with SRM.

View in app store

Tags

#Google reviews#QuickBooks Online

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