How do I create a second estimate template in quickbooks online?

Forum|Forum|7 years ago
December 2, 2018
1 reply
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QuickBooks Online

mazar

Level 6

Hello,

Gear Icon/Custom Form Styles/New Style/Estimate . (picture attached)

Once you create your new template, you can set it as default or on the estimate screen click Customize at bottom grey bar and select your new template.

mpsbh

I was able to create a second estimate template under the ADMIN account. But my salesmen (Standard QB user) are unable to select which estimate template to use. It only allows them to use the default. What am I doing wrong? There has to be a way for salesmen, especially to have that option.

I don't want to make the salesmen as ADMIN users because then they can view banking and payroll information, and I can't have that.

Any help would be appreciated.

Thank you.

Ryan_M

Moderator

Hi @mpsbh,

You can customize a standard user's access rights in QuickBooks Online (QBO).

If they're set to Limited (Customers only), then they don't have access to any other templates, other than the Default. A user in a QBO company needs to have at least a Company Admin access, so they can select other templates available on forms.

You can view this page for access rights on any given user role in QBO: User roles and access rights in QuickBooks Online. Each version of a Standard user is in this article, along with a brief description of what they can do and access in a QBO company.

To manage the users you have in your QBO company, see this article: Add and manage users in QuickBooks Online. You can find a list of steps on how to add and delete a user.

Tap the Reply button and post a comment below if you have other questions about the user's access rights in QBO. I'll answer them for you.

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