user cannot see customise tab to choose customised forms

We have a few customised forms.  However, my user's QB screen does not have Customise tab when she created Estimate. As such, she was unable to choose the form she needed.  

But for me, I have Customise tab and able to choose the form I want... What could possible be the issue here? Aren't we have access to the same QB data?

UserQBImage_NoCustomiseTab.jpg
MyQB_with_CustomisedTab.JPG

Answer

Welcome to the Community, sueng!

To make sure that the added user can access the Customise tab, you'll need to change the access rights you've set to the user. 

Custom users have no option to select a customised template or a Customise tab on the estimate. If you require a user to use the feature, you can change their access rights in QuickBooks Online as a Company Admin. 

Here are the steps: 

  1. Click on the Gear icon and select Manage Users.
  2. Click Edit on the user you would like to change the access rights.
  3. On the User type drop-down button, select Admin
  4. Click Save.

Also, adding the user as an Admin or Company Admin can access to all the areas of the company file.

You may want to read this article for additional reference: Types of Users and Permissions in QuickBooks Online.

Feel free to leave a comment below if you have any questions. Have a nice day!

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IntuitAika , Community Support Specialist
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