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Anonymous
September 16, 2022
Question

Custom invoices

  • September 16, 2022
  • 1 reply
  • 0 views

Good morning

I have set up 3 customised invoices for my client on her account which is shared with me as a user. I can go to the invoice screen and change the invoice so a customised one appears but when the client does it she sees the invoice and the tick to show she selected it but the invoice doesn't appear on her invoice menu. Hope there is an easy solution? Thanks Giles [last name removed]

1 reply

K
Kurt_M
September 16, 2022

I hope you're doing well today, @773515. Now that I'm here, I'll ensure you can get through this so your client can access the custom invoices you've created inside the QuickBooks Online (QBO) account.

 

Before we proceed, I'd like to confirm if you're the one who added your client to the company. If yes, know that your client should be able to access those custom invoices that you've created. Since it's not showing on your client's end, I recommend letting them sign out and log in again. This way, their account can begin to refresh.

 

 Here's how:

 

  1. On the upper-right corner, click the Account Profile beside the Gear icon.
  2. Click the Sign Out button.

 

Once done, access your company again.

 

In addition, here's an article to understand more about user roles and rights in QBO: User roles and access rights in QuickBooks Online.

 

@773515, Know that our door is open 24/7 and that you can always get back to me anytime if you need further assistance with this. You can also post here again if you have any additional QuickBooks-related concerns. Take care, and enjoy your weekend!

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