Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Welcome to the Community, @fredjfleury.
To give your employees the ability to use or edit customized invoices, you'll need to adjust their user permissions. You can either grant them Standard access or create a Custom Role for more specific control.
Change to a Standard User
Create a Custom Role for Advance users only
Repeat these steps for any other employees who need access. Once updated, they’ll be able to select and apply your customized templates directly from the Customize menu on any invoice.
If you have follow-up questions, please don't hesitate to click the reply button!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here