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SigmaE
February 14, 2024
Question

User access and invoice templates

  • February 14, 2024
  • 1 reply
  • 0 views

Hi,

 

I would like to point you to another thread - "Users Unable to Use Custom Sales Forms" by @apmessner. - to highlight the problem is not fixed. Standard users who apparently have full access to the customers and sales elements are unable to change between invoice and estimate customisations which defeats the whole concept.

 

Please can this be added? They don't need to be able to customise anything simply hop between the layouts used for the invoice/estimate.

 

No, giving them admin access is not a valid answer.

 

Thanks

 

Heather

    1 reply

    Clark_B
    Clark_B
    February 14, 2024

    Thank you for reaching out to the Community, @SigmaE.

     

    I understand the importance of hopping between the layouts or templates using the Customize button in QuickBooks Online (QBO). Let me share an insight about this feature you want to have in your QuickBooks account.

     

    Currently, only the Admin can directly hop between layouts or templates using the Customize button at the bottom of the sales forms. As for the Standard user's All access, the option to customize is unavailable. They'll have to go to the custom form style and then change the template that you wanted to apply in the sales form into default. 

     

    Here's how:

    1. Go to the Gear Icon, and select Custom Form styles.
    2. Find the template, and select the dropdown in the Action column.
    3. Select Make default. You'll see (default) displayed by the default template name.

     

    For now, I recommend sending feedback. Your feedback will help us improve your QBO experience and will be shared with our Product Development Team.

     

    Here's how:

     

    1. At the upper right corner, click the Gear icon.
    2. Under the Profile, select Feedback.
    3. Enter your comments or product suggestions.
    4. Then, select Next to submit a feedback.

     

    You can also check this to track your request: Customer Feedback for QuickBooks Online.

     

    I will also include a helpful article that guides you in receiving and recording your invoice payments: Record invoice payments in QBO.

     

    Please don't hesitate to leave a comment below If you have further concerns about User access or customizing invoices and estimates. I'll be here to assist you.

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