I can see the urgency of getting this resolved, and I want to ensure this is taken care of, ray96, ma2364.
I have reviewed the investigation mentioned in this thread, and it has already been resolved. If you are still facing this issue, ray96, I suggest contacting our Support team. They can conduct a thorough investigation and give you the steps needed to resolve this.
These are the steps:
- Sign in to your QuickBooks Online company.
- Select Help (?).
- Choose either tab to get started:
- Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
- Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.
Also, with regards to the user role dropdown, ma2364. We've received similar cases or reports about the issue, and I'd recommend contacting our Support team. I know that you've already contacted them, but they can further investigate the cause and come up with a permanent fix.
I'll be adding these resources that will guide you in personalizing your sales forms and knowing the different options for user roles and access permissions:
If you have any other concerns about display preferences in QuickBooks, please feel free to reach out. I'm here to help, so just leave a comment below and I'll be sure to get back to you.
