Custom Form Style availability

Great having you join us here in the Community, @LB_Ivanhoe. 

Currently, we have an ongoing investigation about Custom Form Style in QuickBooks Online. Rest assured that our engineers are working diligently to get it resolved.

Even if you already contacted our Customer care Support, I'd still recommend contacting our Customer Care Support team so that they'll add you to the list of affected users. This way, you'll receive email updates of the investigation's status and be notified once it's been resolved. I've included the steps to contact support below. 

1. Click the (?) Help icon in the upper right-hand corner of the dashboard.
2. Select Talk to a Human.
3. Enter a short description of your concern and press Enter.
4. Click I still need a human.
5. Select Contact Us to connect with our live support.
6. Choose to Get a callback. 

Additionally, I've got these helpful resources to guide you further on how to:
 

• Create and edit custom fields in QuickBooks Online.
• How to add custom fields to sales forms and purchase orders. 

Loop me in if you have other concerns about customizing fields in QBO, I'd be glad to assist you. Take care! 

Thank you for the reply. To be clear, when you say there’s an ongoing investigation…what does that mean exactly? This seems to have been a known issue for at least 2 years based on previous posts on the topic.

We cannot use this product if it’s not changed, so please be direct in your assessment of if this is something that will be addressed in short order 

Thank you for the reply. To be clear though what exactly do you mean you have an ongoing investigation…this appears to have been a known issue for the last 2 years based on previous posts?

We cannot use this product if this isn’t changed, so please be honest in your assessment of if this is going to be addressed in short order

Thank you

Good day, @LB_Ivanhoe.

The INV-67964 mentioned above is only applicable to users with access to customize button in invoices but unable to use it. It isn't directly related to user roles and access permissions in QuickBooks Online.

Having the option to customize invoices depends on the role that you've given to a user. Since you're using an Advance version, you can give users specific access to areas in QuickBooks. This gives you even more control on what they see or do. Please check out this article on how to add custom users in QBO Advanced: Add and manage custom roles in QuickBooks Online Advanced.
 

Also, the ability to customize invoices is only available for Primary and Company admin only. This option isn't available for standard and other user roles in QuickBooks. 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

You can also send feedback to our product developers. That way, they can review your request and improve your experience in QBO. Here's how:

1. Select the Gear icon at the top and click Feedback.
2. Enter your comments or product suggestions. Then, select Next to submit feedback.

Moreover, you can check out this video for more info about handling users in QuickBooks: How to add and manage users in QBO.

Please let me know if you need clarification about this, or if there's anything else I can do for you. I'll be standing by for your response.

Did you ever solve this access problem for your staff through QB online? I've having the same issue, more than a year later and I'm guessing it still hasn't been fixed.

Hello @LocalDiff, I understand how important this matter is to you, and I want to assure you that we will do our best to address it. Your concern is valid and relevant, and we are committed to providing you with a satisfactory resolution. 

Please note that Custom Form Style is a feature exclusive to admin users in QuickBooks. Standard and other user roles do not have access to this feature. However, standard users can still customize sales forms by accessing the Custom Form Style page. To do this, click on the Gear icon, select All lists, and then choose Custom Form Style.
 

While we understand that this feature would benefit you and your business, we appreciate your suggestion to improve your QuickBooks experience. We have taken note of your suggestion and will forward it to our product development team for review.

You can also send Feedback to our product developers. That way, they can review your request and improve your experience in QBO. Here's how:

1. Select the Gear icon at the top and click Feedback.
2. Enter your comments or product suggestions. 
3. Select Next to submit Feedback.

Additionally, you may find this video helpful in managing users in QuickBooks:  How to add and manage users in QBO.

Please feel free to contact us if you have any further questions about custom form styles in QuickBooks Online. The Community is always available to provide assistance.

Hi there Jelayca, 

I'm the standard user who is hoping to access the custom form style feature. I did just try the steps described and ran into an error page when I clicked on "Custom Form Styles" from the "All Lists" menu. I received the error message that I generally receive when I do not have access to a page. Is there a way to grant access to that page to standard users? 

Thanks, 
Grace @ Local Difference 

Hello there, @ggamble17. Let me chime in and provide additional info about the custom form styles in QuickBooks Online.

I see the convenience of allowing a standard user to access the custom form style feature. However, this is currently unavailable. As a workaround, you can coordinate with the admin user to change the sales form templates.

Scan this article to learn the options available to assign to users: User roles and access rights in QuickBooks Online.

Save this guide for instructions on how to edit or delete a user: Add and manage users in QuickBooks Online.

Keep us updated if you have additional information about custom form styles in QuickBooks Online. We'll be around. Have a great day.