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Replying to:
MaryLandT
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Yes, this can be an access issue, mckeever-fab-gma.

 

You're maybe added as a regular accountant on QuickBooks. That's why your access is limited. 

 

You need to be a master admin of the account so you can change the template when creating sales receipts. To do this, I suggest contacting your client and let them change your role.

 

Once you're assigned as the new master admin, you can also use the accountant tools and features in QuickBooks.

 

Keep me posted if you have follow-up questions by clicking the Reply button. I always have your back.

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