Why is Estimates

Forum|Forum|4 years ago
January 11, 2022
1 reply
2 views

The user is supposed to have access to all Sales

QuickBooks Online

Jessica_young

Level 4

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

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.

JasroV

Level 8

I did do a custom role and it said that I had to use to sales role. So when I click all reports button it does not actually let you see all the reports?

Thanks for sharing an update with us, Candice.

A user with a Sales role is unable to view reports in QuickBooks Online (QBO) Advanced. They only have limited access to specific tasks in your account.

You can refer to the details provided by my colleague above or check out this link for additional reference: Add and manage custom roles in QuickBooks Online Advanced.

If you want that user to view all reports in your QBO account, you might want to consider changing their roles. You can refer to the steps shared by my colleague KurtKyle_M above.

Let me also add this article that you can read for reference in case you want to learn on how to create a custom reports in your account: Create custom reports in QuickBooks Online Advanced.

I'll be here if you have any other questions or concerns about user roles in QBO. Please feel free to tag me in your reply and I'll answer them for you. Keep safe and have a good one!

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