Other questions

It's my priority to provide some insights about accessing sales forms, @apmessner.

You didn't miss anything when setting up the user role. 

In QuickBooks Online, all users don't have the option to customize the form. What the bookkeeper should do is proceed first to the Custom form styles page. From there, she needs to select the correct template and make it the default.

Once done, she can continue creating an estimate.

Additionally, I've attached some relevant articles to help manage custom roles and personalize sales forms in QuickBooks: 

• Add and manage custom roles in QuickBooks Online Advanced
• Customize invoices, estimates, and sales receipts in QuickBooks Online

Feel at ease to comment below if you have further concerns with using and accessing sales forms in QuickBooks. I'm always around to help. Stay safe!