I hear your sentiments, @apmessner.
I understand the convenience of having someone who can manage your custom form styles. However, some features in QuickBooks Online are limited and I'll share additional information about it.
Yes, you're right that the user needs to change the custom form style that they want as default each time they create an invoice or estimate. Also, a Standard all-access user is unable to use the custom form style but can only be able to access the following:
- Add, edit, and delete employees
- Change preferences
- View activity log
- Create, edit, and delete budgets
- Add, edit, and delete accounts
- Make deposits and transfer funds
- Reconcile accounts and make journal entries
- View all reports
- Manage sales tax data and settings.
- Access and manage aspects of currency an
If the users have Company admin access, they can use the custom form styles and do everything the primary admin can, except edit or remove the primary admin's access. Check out this article to learn about roles and access permissions: User roles and access rights in QuickBooks Online.
If you want to edit the user access in QBO, see this article for guidance: User roles and access rights in QuickBooks Online.
Please keep me posted if you need further clarification about user roles and access rights, and sales forms in QuickBooks. Stay safe!
