Users Unable to Use Custom Sales Forms in QBO Advanced

It's my priority to provide some insights about accessing sales forms, @apmessner.

You didn't miss anything when setting up the user role. 

In QuickBooks Online, all users don't have the option to customize the form. What the bookkeeper should do is proceed first to the Custom form styles page. From there, she needs to select the correct template and make it the default.

Once done, she can continue creating an estimate.

Additionally, I've attached some relevant articles to help manage custom roles and personalize sales forms in QuickBooks: 

• Add and manage custom roles in QuickBooks Online Advanced
• Customize invoices, estimates, and sales receipts in QuickBooks Online

Feel at ease to comment below if you have further concerns with using and accessing sales forms in QuickBooks. I'm always around to help. Stay safe!

So, you're telling me that if a user wants to create an estimate and then an invoice, they'd have to change the default sales form each time? And in order to have access to the "Customize" button, they need to be a company admin?

What an utterly useless feature. I wish Intuit would consult with actual businesses and accountants during the development process.

I hear your sentiments, @apmessner.

I understand the convenience of having someone who can manage your custom form styles. However, some features in QuickBooks Online are limited and I'll share additional information about it.

Yes, you're right that the user needs to change the custom form style that they want as default each time they create an invoice or estimate. Also, a Standard all-access user is unable to use the custom form style but can only be able to access the following:

• Add, edit, and delete employees
• Change preferences
• View activity log
• Create, edit, and delete budgets
• Add, edit, and delete accounts
• Make deposits and transfer funds
• Reconcile accounts and make journal entries
• View all reports
• Manage sales tax data and settings.
• Access and manage aspects of currency an

If the users have Company admin access, they can use the custom form styles and do everything the primary admin can, except edit or remove the primary admin's access. Check out this article to learn about roles and access permissions: User roles and access rights in QuickBooks Online.

If you want to edit the user access in QBO, see this article for guidance: User roles and access rights in QuickBooks Online.

Please keep me posted if you need further clarification about user roles and access rights, and sales forms in QuickBooks. Stay safe!

I passed these instructions along to the client, and this method doesn't work. She changes the default to the custom format that she wants to use, and when she goes to create a new estimate, it's still using the wrong custom form. I guess I'll call support.

Hi again, apmessner.

I appreciate you for sharing this in this thread. This will definitely help other users as well in the future. Please keep on posting here in the Community.

Keep safe and have a great rest of the day.

Yea, why wouldn't the account owner want to have to handle each and every single invoice and sales receipt?  These are reasons we hire people and give them limited access.  I sure don't want to give my production team 'all access' to my QB account! FFS!!! 

This has now happened to our Quickbooks online. We are unable to have Customer Service Representatives give Customers their Receipts (company name not on the receipt, nor do the line items even print on the receipt). They now must rely on a Company Admin to print out something as basic as a sales receipt. This issue needs to be resolved.  Making all users a Company Admins defeats the purpose of user rolls & is an unacceptable solution.  This issue is not resolved.

you may be able to get that basic functionality in 2 - 5 years. Even then it'll still suck #TheIntuitStandard

Being able to set permissions isn't just a freaking convenience, it's a stupid freaking industry standard. Tell your bosses to stop jacking up the UI and to give their users more power to control their. 

Intuit is a 177 Billion Dollar company with some of the most limiting software. They should focus more on their frontline employees and customers instead of their Arenas.