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STisdale
Level 1

Customizing User set up QBO Advanced

I would like to set up a user to be able to view and edit Pending Estimates only.  I selected the appropriate boxes when making a custom user in QBO Advanced.  Then I checked the users view and they can see everything on the Estimates page including converted Estimates.  

I want to be able to do this for my field service techs so they can edit the Estimate in the field and select the items they used on the job.  I don't want them to see other jobs that have been converted and the dollar amounts on those. 

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