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candice9
January 11, 2022
Question

Why is Estimates

  • January 11, 2022
  • 1 reply
  • 0 views
The user is supposed to have access to all Sales

1 reply

Jessica_young
Jessica_young
Level 4
January 11, 2022

Hello @candice9.

 

From what I can gather, you're needing a user to be able to access estimates and they're currently unable.  I'm hoping you can share a bit more insight into what's going on, and I can provide a bit more help. Depending on which tier of QuickBooks Online you're using, users can have different roles.

 

In the meantime, I'm sharing a few helpful articles:

I'm looking forward to hearing from you and getting this worked out! Take care.

C
candice9Author
January 11, 2022

My question wasn't completed all the way:

 

My question was about the Estimates and Progress Invoicing Report not showing up on my sales user reports list.

Jessica_young
Jessica_young
Level 4
January 11, 2022

Glad to see you back, @candice9.

 

I just want to ensure you're looking in the right place and make sure I'm on the same page. Here's what you need to do:

  1. Go to the Reports menu.
  2. Use the Find report by name search bar to search for Estimates & Progress Invoicing Summary by Customer.

Let me know if the report shows when you do this, and if you could include a screenshot, even better!

 

If you could also let me know:

  • What your user role is within the account.
  • What version of QuickBooks Online you're using.

We'll get this worked out! A bit more information and we'll get to the bottom of the issue.  Looking forward to hearing back.

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