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adflangnas
Level 1

How do I create a second estimate template in quickbooks online?

 
8 Comments 8
MarshallA
Intuit

How do I create a second estimate template in quickbooks online?

Hello,

 

Gear Icon/Custom Form Styles/New Style/Estimate .  (picture attached)

 

Once you create your new template, you can set it as default or on the estimate screen click Customize at bottom grey bar and select your new template.

mpsbh
Level 1

How do I create a second estimate template in quickbooks online?

I was able to create a second estimate template under the ADMIN account.  But my salesmen (Standard QB user) are unable to select which estimate template to use.  It only allows them to use the default.  What am I doing wrong?  There has to be a way for salesmen, especially to have that option.

I don't want to make the salesmen as ADMIN users because then they can view banking and payroll information, and I can't have that.

Any help would be appreciated.

Thank you.

Ryan_M
QuickBooks Team

How do I create a second estimate template in quickbooks online?

Hi @mpsbh,

 

You can customize a standard user's access rights in QuickBooks Online (QBO). 

 

If they're set to Limited (Customers only), then they don't have access to any other templates, other than the Default. A user in a QBO company needs to have at least a Company Admin access, so they can select other templates available on forms. 

 

You can view this page for access rights on any given user role in QBO: User roles and access rights in QuickBooks Online. Each version of a Standard user is in this article, along with a brief description of what they can do and access in a QBO company.

 

To manage the users you have in your QBO company, see this article: Add and manage users in QuickBooks Online. You can find a list of steps on how to add and delete a user. 

 

Tap the Reply button and post a comment below if you have other questions about the user's access rights in QBO. I'll answer them for you. 

mpsbh
Level 1

How do I create a second estimate template in quickbooks online?

Thank you for the reply.  We have two sales managers that I feel don't need to have access to payroll and banking.  So, what you're telling me, is that's not an option if I want the salesman to select a specific estimate template?  It was an option available with desktop version, so this could be a major deal breaker for us to switch back to desktop.  We weren't happy with the "no sales order" option, but thought if we could have two different estimates and name one template "Sales Order" and the other "Estimate", we could still create our sales orders for our crews.  I played with the permission rights on users, but it appears that nothing but Company Admin will give the sales managers access to choose a template.  Is that correct?

Thank you for your time.

mpsbh
Level 1

How do I create a second estimate template in quickbooks online?

I also looked into the custom roles link that you kindly shared.  Although, it sounds like an easy role to have available, I cannot seem to find options that lets the user do everything in Quickbooks Online, except view banking and payroll.  That seems like it would be a request for most businesses.  I have a hard time believing we're in the minority for this issue.  I just wish I had an alternate solution for our sales managers.  Right now, we're considering switching back to desktop because of this alone.

:( 

mpsbh
Level 1

How do I create a second estimate template in quickbooks online?

Perseverance....

 

I decided to try one more thing.  I gave the Standard User access to customers AND vendors, plus I answered yes to edit company information and allow them to manager users as well.  This seemed to be my golden ticket and they are unable to view the "Overview" section with checking information and they do not have Payroll access.  From what I can tell, these Standard User settings worked.  Now when I go in, I am able to select which estimate template I want to use.  See attached file, if anyone is interested. 

mpsbh
Level 1

How do I create a second estimate template in quickbooks online?

UPDATE:  I also updated the Standard User to only "View" users; not edit.  So the sales managers can only view the users; they can't go in and change their access.  See attachment.

Fiat Lux - ASIA
Level 15

How do I create a second estimate template in quickbooks online?


@mpsbh wrote:

So, what you're telling me, is that's not an option if I want the salesman to select a specific estimate template? 

 

@mpsbh 

Consider having a CRM app or a project management app with the Estimate/Invoice feature as a workaround for your sales team. You don't need to give them any access to your QBO account.

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