Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
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
JamaicaAQuickBooks Team
QuickBooks Team
November 28, 2023

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.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement