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anna54
Level 3

Users on the account have the same permissions but when 2 out of the 4 users go to create an invoice, they do not see "Customize" at the bottom if the screen..why?

 
Solved
Best answer September 22, 2020

Best Answers
ShiellaGraceA
QuickBooks Team

Users on the account have the same permissions but when 2 out of the 4 users go to create an invoice, they do not see "Customize" at the bottom if the screen..why?

Thanks for visiting us today @anna54,

 

I'll help and guide you with the steps on how to see the customize button on your invoices. Let's perform the browser troubleshooting steps to resolve this unexpected behavior. Open your account using a private browser or the incognito window. This browsing doesn't store data and help the page to load without issues.

 

Here's how:

  • Press Ctrl + Shift + N (Google Chrome).
  • Hold Ctrl + Shift + P (Mozilla Firefox).
  • Hold and press Command + Shift + N (Safari).

After logging in, go back to checking the Customize button again. If you're able to view it, it's a good idea to clear your browser's cache. This process helps the browser to fetch the latest version of the web page and faster browsing experience.

 

If you're experiencing the same result, please contact our QuickBooks Customer Care Support. This way, we can check your account and investigate further.

 

To reach out:

 

  1. Go to (?) Help, then Contact Us.
  2. Enter a brief description of your case, then hit Let's talk.
  3. Choose Get a call. Type in your call information.
  4. Click Confirm my call.

In case you need more help about invoices, you can check out this link. This will route you to our general income and expenses topics with articles.

 

Let me know how it goes or if you have other questions or concerns. I'll be around to assist you every step of the way. Take care and have a great rest of the week.

View solution in original post

1 Comment
ShiellaGraceA
QuickBooks Team

Users on the account have the same permissions but when 2 out of the 4 users go to create an invoice, they do not see "Customize" at the bottom if the screen..why?

Thanks for visiting us today @anna54,

 

I'll help and guide you with the steps on how to see the customize button on your invoices. Let's perform the browser troubleshooting steps to resolve this unexpected behavior. Open your account using a private browser or the incognito window. This browsing doesn't store data and help the page to load without issues.

 

Here's how:

  • Press Ctrl + Shift + N (Google Chrome).
  • Hold Ctrl + Shift + P (Mozilla Firefox).
  • Hold and press Command + Shift + N (Safari).

After logging in, go back to checking the Customize button again. If you're able to view it, it's a good idea to clear your browser's cache. This process helps the browser to fetch the latest version of the web page and faster browsing experience.

 

If you're experiencing the same result, please contact our QuickBooks Customer Care Support. This way, we can check your account and investigate further.

 

To reach out:

 

  1. Go to (?) Help, then Contact Us.
  2. Enter a brief description of your case, then hit Let's talk.
  3. Choose Get a call. Type in your call information.
  4. Click Confirm my call.

In case you need more help about invoices, you can check out this link. This will route you to our general income and expenses topics with articles.

 

Let me know how it goes or if you have other questions or concerns. I'll be around to assist you every step of the way. Take care and have a great rest of the week.

View solution in original post

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