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May 17, 2023
Question

Can a standard user change the print format of an Estimate / Invoice? We have formats set-up however they can select different formats.

  • May 17, 2023
  • 1 reply
  • 0 views
Currently only Admin users have the option to select different print formats. I require all staff to be able to choose different print formats for Invoices / Estimates

1 reply

May 17, 2023

Hi there,

 

It's great to have you join the QuickBooks Community. QB Online is a versatile program that helps you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to share more info so you're on the right track. 

 

The  function you've described above isn't available. I can see the benefit of having this function and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback.  In the meantime, feel free to check out this article here as it provides more info about: User roles and access rights in QuickBooks Online.

 

Let me know if you have other questions by leaving a comment below. I'll be one message away.