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LB_Ivanhoe
June 4, 2022
Question

Custom Form Style availability

  • June 4, 2022
  • 1 reply
  • 0 views

Hello - we recently moved from QB Desktop Enterprise to Online Advanced. I set up several custom form styles for invoices, estimates etc. however it appears my employees do not have the ability to access them. When they are creating an invoice/estimate, there is no "customize" button available to them like the one I see

 

I called support and was told that the only way a user will have that "customize" button available to them is if they have admin access. There's just no way that can actually be correct. A service technician has to be able to access the company's standard estimate form without also being able to see payroll, send money, etc...right?? 

1 reply

L
LollyNino_CQuickBooks Team
QuickBooks Team
June 4, 2022

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:
 

 

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

L
LB_IvanhoeAuthor
June 5, 2022

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 

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