Permission to edit invoice template

Welcome to the Community, a2b22.

I’m here to share information on how you can access your Custom Form Styles in your QuickBooks Online (QBO).

To have access to editing your invoice template in your QBO, you can set your user role as Standard limited customer only – where you can have full access to everything with Customers and Sales, especially with personalizing your invoice templates.

It is best to inform the Admin of your company account about this. In that way, they can change your user role.

You can refer to these articles if you have decided to change the user roles:

• Add and manage users in QuickBooks Online
• User roles and access rights in QuickBooks Online

Let me know if you have further questions about the user roles in QBO by leaving a comment below. I’ll be here to assist you at any time. Have a good one!