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L
LB_Ivanhoe
June 4, 2022
Question

Custom Form Style availability

  • June 4, 2022
  • 1 reply
  • 5 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 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

J
Jelayca VQuickBooks Team
QuickBooks Team
November 28, 2023

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.

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