Solved

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

Forum|Forum|8 months ago
November 1, 2025
1 reply
31 views

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?

QuickBooks Online

Best answer by Raldwin_D

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:

Go to the Gear icon
Select Manage users.
Click Add user, then enter the First name, Last name, and Email.
On the Select a role dropdown, choose Company admin.
Hit Send invite.

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

R

Raldwin_D

Answer

QuickBooks Team

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:

Go to the Gear icon
Select Manage users.
Click Add user, then enter the First name, Last name, and Email.
On the Select a role dropdown, choose Company admin.
Hit Send invite.

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

R

Raldwin_D

QuickBooks Team

Hi, @Kelly-Richards.

I just wanted to follow up to check if the resolution we provided helped resolve your issue. Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist further if needed.

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