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January 11, 2022
Question

Why is Estimates

  • January 11, 2022
  • 1 reply
  • 0 views
The user is supposed to have access to all Sales

1 reply

Jessica_young
Level 4
January 11, 2022

Hello @candice9.

 

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'm looking forward to hearing from you and getting this worked out! Take care.

candice9Author
January 11, 2022

My question wasn't completed all the way:

 

My question was about the Estimates and Progress Invoicing Report not showing up on my sales user reports list.

QuickBooks Team
January 12, 2022

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:

 

  1. Go to Settings :gear:, then select Manage users.
  2. Select the Users tab, then find the user you want to edit.
  3. Select Edit from the Action column.
  4. Choose from the existing custom or QuickBooks roles. Or select + Add New to create a new custom role.
  5. 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!