Let's try to troubleshoot this, ljosel.
Even though the user's access is limited to customers, they should be able to select the customize template. Since this is a part of their role.
Let's remove the user and add them again:
- Click Settings.
- Select Manage users.
- Find the user you want to delete. Then select the arrow icon in the Action column.
- Select Delete.
- In the confirmation window, select Delete again.
Log out from your QuickBooks Online account, then log back in to add the user on the Manage user tab.
Check out this article to learn more about access rights: User roles and access rights in QuickBooks Online.
Kindly update me on how it goes. I want to make sure this is resolved and I'll be right here if you need anything else.
