QuickBooks Online is an accounting software designed primarily for small and medium-sized businesses to help them manage multiple accounting processes. It helps businesses to manage payroll, pay bills, create invoices, manage sales, etc. QuickBooks Online can be used by businesses to manage accounts for different stakeholders including vendors and customers. Integrating QuickBooks Online with Birdeye will automate the process of sending out review requests to customers on a daily basis. 

Once QuickBooks Online is integrated with Birdeye, Birdeye will pull customer information from QuickBooks Online once daily from the invoices that were raised for the customers on the previous day. Birdeye collects the first name, last name, email address and phone number of your customers and automatically sends them review requests based on the preferences set within the Birdeye dashboard.

Birdeye allows you to fetch data from your CRM using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here are the supported triggers for QuickBooks Online:

To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.

To complete the process, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. On the bottom of the 'Settings' page, click on the 'Connect to QuickBooks' button under the CRM integrations header. 

Once you click on the authorization button, you will be redirected to the QuickBooks Online website. Enter the email address and password associated with your QuickBooks Online account and click on 'Sign In'. 

If you have set up multi-factor authentication, choose your preferred way to verify your account and proceed.

After you have successfully signed in to your QuickBooks Online account, Birdeye will ask for certain permissions to obtain customer data from your QuickBooks Online account. Click on 'Authorize' button on the bottom right to continue with the integration process.

Once the access has been granted, you will be redirected to the Birdeye dashboard and an 'Authorized' message will appear right next to QuickBooks Online.

After the authorization is successful, you can disconnect with QuickBooks by simply clicking on the 'Disconnect from QuickBooks' button beside 'Authorized'. Once you are disconnected you will no longer be able to fetch customer information from QuickBooks. The 'Disconnect from QuickBooks' button will change to 'Connect to QuickBooks'.