Thanks for joining the thread, @Lucas_Tan.
Upon checking, my standard user was able to see the Customize tab in the invoice window. Please take note that this function is only available to users whose access options are All access, Limited (customer only), and Limited (customers and suppliers).
It's possible that too much cache build-up in your current browser might be the cause of the issue. This is the reason why your coworker was unable to see the tab.
To isolate the issue, I'd suggest opening their account using a private window. This will help us verify if the problem is related to a cache issue. Simply press the following shortcut keys to access this mode:
- Ctrl + Shift + N (Google Chrome).
- Ctrl + Shift + P (Firefox ).
- Control + Option + P (Safari).
If it works, ask them to clear their browser's cache. Doing this will delete temporarily stored files and free some space on their browser. They can also use other supported, up-to-date browsers if the issue persists.
For additional info on handling user roles and access, you can check out these resources:
Please let me know how the troubleshooting went out. I want to ensure your other users are able to accomplish their tasks in QuickBooks. Have a good one.
