I cannot access customized templates

Hi lindabenson-intr,

Welcome to Community!  I can see how your day can be affected when you're not seeing options to customize templates, or choose an alternate template when creating an invoice.  QuickBooks Online allows business owners to manage and set user roles within different areas of the account, based on the product they've subscribed to.  I'd be happy to assist!

Initially, I recommend clearing cache on your browser and then log into your QuickBooks Online account using a private or incognito browser.  You may want to also try Google Chrome, Edge, Safari or Firefox browsers, to see if you get the same result.

In addition, I suggest reaching out to the Primary Admin on the account with regards to your user permissions.  They'll have the ability to review your user role and make any necessary changes to allow the you access you need.

If you're the Primary Admin on the account and you continue to experience this behavior, please contact us so we can take a deeper look into the situation from our end.  We'd be pleased to have the opportunity to work with you in real time, and get you back to business in a timely fashion.

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
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Please don't hesitate to reach back out if you have any other questions.  We're here for you!

What permission needs to be toggled 'on' in order to have users (other than admin) access the customize button when generating a new invoice? 

Hi jodilevy,

Thanks for joining us here.  You can review full details of user roles and access rights here.  If you'd like to submit a suggestion to our Development, with any recommendations you'd like to share, please don't hesitate to follow this link.  Customer suggestions are greatly appreciate to assist with improving your overall experience with QuickBooks Online. 

We're here for you, if other questions come to mind.

My Standards Users - All Access also cannot access customized templates.  Several threads have suggested these are the permissions required but they still do not work.

Could someone from QB reply with an answer instead of linking to article about permissions that doesn't explicitly answer this question?

Hi Trish,

The link you provided doesn't explicitly answer the question.  Should Standard Users - All Access be able to use customized invoice templates when editing a Customer Invoice?

How do I give my accountant permission to create a custom invoice in QuickBooks Online?  None of the information available about permission levels refers to Custom Form Styles.  

You can utilize the Manage users feature to send an invite to your accountant, RN58.

User roles with access to create custom invoices include Standard All Access, Primary Admin, and Accountants. However, custom form styles are exclusive to admin users or accountants.

Steps to invite your accountant:

1. Sign in to QuickBooks Online as a primary admin.
2. Go to the Gear icon.
3. Under YOUR COMPANY, choose Manage users.
4. Select Accounting Firms tab, and click Invite firm.
   
   
   
   
5. Fill out the necessary details, then hit Save. 
6. Follow the prompt to verify your account.
   
   

Here’s a helpful guide to personalize your invoices and enhance your business communication: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can comment below or create a new post on the Community page for other inquiries. We're here to help.

Hello Baby B,

Custom form styles is not accessible with Standard (All Access) permission enabled on QB Online Plus.  My accountant has this access enabled already.  I seem to be the only person who can access it, I am Primary Admin.  I don't want to make my accountant Primary Admin.  Please check into this issue further and advise what to do.

Kind regards,

Rose 

The ability to manage Custom Form Styles is indeed tied to specific permissions in QuickBooks Online Plus, Rose.

Currently, only the Primary Admin has full access to these features, and users with the Standard (All Access) role do not have the functionality required to customize form styles. 

You can add your accountant as a Company Admin, allowing them to perform most tasks, including managing settings and accessing customized invoice templates. But, they will not have the ability to change or reassign the Primary Admin role.

Please review the user roles and access rights to understand the various options available.

Let us know if you have any further questions in the comments, and we'll be happy to assist you.