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kevinamfs
October 28, 2022
Question

Access: Estimates & Progress Invoicing Summary by Customer Report

  • October 28, 2022
  • 1 reply
  • 14 views

Why is the report "Estimates & Progress Invoicing Summary by Customer Report" not accessible to the highest level Sales role (Sales Manager)? I can see the report as the Primary Company Admin; however my Sales Manager is not able to access it. This is critical functionality that I would think a Sales Manager role should have, I can NOT give out Admin Access to them to be able to access this report... Please Advise!

 

 

1 reply

L
LollyNino_CQuickBooks Team
QuickBooks Team
October 31, 2022

Thank you for posting here on the Community, @kevinamfs. I'm here to help you with progress invoicing In QuickBooks Online. 

 

I understand that you want the sales manager to access the Estimates & Progress Invoicing Summary by Customer Report by giving them the highest level sales role. Currently, the report is accessible by the admin role. As a workaround, you can send it to them through email. 

 

Due to the high volume of feature requests, Our Product Development Team may have overlooked the request to be able to customize the Estimates and Progress Invoicing Summary report and filter it to show specific data in QuickBooks.

 

You can send Feedback to our Engineers if you haven't yet sent your request. I'll input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. In the upper-right corner, click the Gear icon and then select Feedback.
  3. Enter a brief description of your product suggestion, and then click Next.
  4. Type your email address.
  5. Once done, click Send Message.

 

In addition, I've got you this article in case you'd like to share your reports with your team: Share custom reports. 

 

Let me know in the comment section if you have further concerns regarding progress invoicing in QuickBooks. I'll be more than happy to help. Have a nice day!

K
kevinamfsAuthor
October 31, 2022

Thanks for the response. Is there a reason this information requires Admin level privileges? It only contains info related to Estimates, Invoices, and Customers, which I would think should be accessible by a Sales Manager? Let me know if there's some privileged information in this Estimates & Progress Invoicing Summary by Customer Report which I haven't thought about.

    C
    ChristieAnn 11
    Level 9
    October 31, 2022

    I appreciate you for coming back to the thread for adding clarification about user access, kevinamfs. With this, let me discuss extra details on how admin works in QuickBooks. Then, ensure you'll be able to confirm what other things you can perform with the Estimates & Progress Invoicing Summary by Customer report in QBO.

     

    The report being mentioned gives you a complete list of all estimates and connected progress invoices. This report contains important details about sales transactions and other customer data that needs only the admin can view. 

     

    The reason is also that a company admin has access to every part of the QuickBooks account. They can do everything the primary admin can do to manage the company file and see a snapshot of different aspects of the business. You can open this article to see further details about the different user access permissions: User roles and access rights in QuickBooks Online.

     

    On the other hand, you can also customize the said report to format the layout so the right data shows up and focus on the details that you want to see: Customize reports in QuickBooks Online.

     

    Lastly, you may refer to this article to view steps on how memorizing a report allows you to save it with its current customization settings: Memorize reports in QuickBooks Online.

     

    I'm always here if you needed more help with your reports in QBO. Just let me know in the reply section below, kevinamfs. Take care and have a great rest of the day!

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