There is no way to stop my employee who deals with transaction from seeing the bank balance, which is not what we expected. How do I stop employees from seeing this

Hi there, Rian.

I understand your concern about your employee being able to see bank balances while working on transactions. The good news is that with QuickBooks Online Advanced, you can set up custom user permissions to prevent this.

You'll need to create a custom user role specifically for employees who need to manage transactions but don’t need to see your bank balances. You can let them have access to bank transactions and restrict their access from the Chart of Accounts.

Here's how:

1. Head to the Gear icon.
2. Select Manage Users.
3. Click Create a new user role.
4. Modify the new custom role to only access what's needed.
5. Edit your employee's role to the custom role you recently created.

Please don't hesitate to leave a reply if you have additional concerns within QBO Advanced. We're always ready to help.

I understand the importance of keeping your account balance confidential, Rian.

Currently, QuickBooks doesn't offer an option to hide bank balances without also restricting access to other features. However, it would be a good idea to share this feedback with our product development team to highlight its significance.

Here's how:

1. Go to the Gear icon and choose Feedback under Profile.
2. Enter your product suggestions in the field box.
3. Click Next to submit.

Let us know if you need further assistance by clicking the Reply button.