Currently, the ability to assign a role for viewing and editing pending estimates, specifically to a customer, is unavailable. I'm here to guide you on how to provide your feedback on this feature. STisdale.
You can send a request to let our Product Team know how this is helpful for your business. To do so, follow the steps below:
- Go to the Gear icon and select Feedback.
- Enter your comments or product suggestions. Then select Next to submit feedback.
Your insights are invaluable to our Product Development team and will help enhance your experience with QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.
You can refer to this resource when assigning a custom role in QuickBooks Online Advanced (QBO). Check out this article for more details: Add and Manage Custom Roles in QuickBooks Online Advanced.
Furthermore, to understand how estimates are converted to invoices, this resource will give detailed information about the process: Convert an Estimate Into An Invoice in QuickBooks Online.
Let me know if you have questions and concerns when setting up user roles. I'd be glad to help.
