I'm working with a client who has a QBO Advanced account. I've created a number of custom sales forms for them to use when producing estimates and invoices. There are only two client users on the account - the company owner, who is the company admin, and the company's bookkeeper/office manager, who is set up as a "standard all access" user. The bookkeeper is unable to access the custom sales forms - when creating an estimate, the "Customize" button is missing from the bar at the bottom of the screen.
Did I miss a permission or something when I was setting up her user role? Why in the world would only the admin user on a QBO account be able to access custom sales forms?
UPDATE: Through trial and error on a call with an Intuit Support rep, we found that the user needs to have access to edit company information in order to have access to custom sales forms. So, if you want to give someone access to custom sales forms, make sure you're giving them full access to company info.
