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Kelly-Richards
New Member

Why can't I see the dropdown for Custom Form Styles under manage?

I don't have options to customize or see the invoice templates. Is there a settings under manage users I need added to my profile?

1 Comment 1
Raldwin_D
QuickBooks Team

Why can't I see the dropdown for Custom Form Styles under manage?

Hello there, @Kelly-Richards.
 
In QuickBooks Online (QBO), only users with administrative roles can access the Custom form styles feature. This limitation is designed to ensure that only authorized personnel can modify key business forms and templates.
 
To use this feature, your master admin needs to assign you as a company admin in the QBO account.
 
Here’s how:
 
  1. Go to the Gear icon
  2. Select Manage usersimage (1).png 
     
  3. Click Add user, then enter the First name, Last name, and Email.
  4. On the Select a role dropdown, choose Company admin.
  5. Hit Send invite.
    image (2).png

    Feel free to reply to this thread if you have further questions and concerns regarding QBO.

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