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Replying to:
DebSheenD
QuickBooks Team

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I'm here to sort this out, River444.

One of the possible reasons you can't access the template is user permission.

The invoice template can only be accessed by all users if they have permission from the admin user. You can ask the admin to have access to change templates.

Here's how:

  1. Click  Company menu, then Users, and hit Intuit Account User Management.
  2. From the Users tab, select Add user.
  3. Enter the User’s name and User’s email, choose the role from Available roles, then click Add.
  4. Hit Add user.
  5. Select OK.

Once done, you can check this article for additional information in sending invoice temple: Sending invoice template.

 

Please come back and keep us posted on your progress in managing templates. The Community is always here to help.

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