From what I can gather, you're needing a user to be able to access estimates and they're currently unable. I'm hoping you can share a bit more insight into what's going on, and I can provide a bit more help. Depending on which tier of QuickBooks Online you're using, users can have different roles.
In the meantime, I'm sharing a few helpful articles:
I forgot to say that I am using the QuickBooks Online Advanced
Hi there, @candice9. Allow me to share some insights about your query.
We’ll have to make sure that we assign proper roles to our members in order for them to be able to have access to those specific functions in QuickBooks Online.
Since you’ve mentioned that you already assigned someone to the Sales role but still they can’t view in their report’s list.
The user can:
Enter estimates, invoices, sales receipts, credit memos, and refunds
Enter charges and credits
Create and delete statements
Receive payments from customers
Fill out timesheets for anyone
Add, edit, and delete customers, products, and services
View tax rates and agency settings
Use and adjust tax in sales transactions and general journal entries, including manually overriding calculated tax amounts
Add, edit, and delete currencies
Edit exchange rates
However, this user can’t:
Print check (including refunds)
Make bills and purchases billable to customers
Add, edit, and delete accounts and quantity on hand
View bank registers
See total income and expense amounts on Home, Vendor, and Customer pages
Run tax reports or view tax history
Prepare or file a sales tax return or record sales payments
Set up new or change existing tax agencies or settings
Set up multicurrency
Perform home currency adjustments
View all reports
Although, you can still edit your user’s roles to give them access to specific functions in QBO.
To do that, these are the steps:
Go to Settings, then select Manage users.
Select the Users tab, then find the user you want to edit.
Select Edit from the Action column.
Choose from the existing custom or QuickBooks roles. Or select + Add New to create a new custom role.
Enter a role name and description, then select Save.
After performing the steps that I’ve mentioned above, you might want to memorize the report.
Let me know how it goes by leaving a comment down below. I’ll make sure to get back to you as soon as possible. Keep safe!
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