User Role that does not show Bank tile information

I know what's the appropriate user role you can add, Nal7City. I'll discuss the details and help you finish the process below.

To enable a user to create projects and input bills without accessing the bank feed or the bank tile, choose the Standard limited customers and vendors role. You can do this by following these steps:

1. Go to Settings and select Manage users.
2. Select Add user, then enter the user’s name and email address. Or find the user you want to edit, then select Edit in the Action column.
3. Click the Roles dropdown, then choose the Standard limited customers and vendors role. Or change the user role to Standard limited customers and vendors if you're editing.
4. Select Send invitation for new users or Save changes if you're editing one.

After that, go ahead and inform the new user to accept the invite or let the existing one refresh their QuickBooks Online (QBO) account to implement the update.

Moreover, depending on your subscription, you have a specific usage limit. This applies to how many billable users, chart of accounts, classes, locations, and tags you can add to QuickBooks. You can check out this article for more details: Usage limits in QuickBooks Online.

Also, did you know we have a QuickBooks Live Expert Assisted team ready to help you with the different options for user roles and access permissions? I encourage you to explore their services today.

Our doors are always open to help you again if you need further assistance managing QuickBooks users. Have a great day ahead.

Hi, You can try customizing a user role by giving access only to "Projects" and "Bills" while restricting access to banking features. Go to the User Roles section and manually adjust the permissions to block access to "Banking" or "Bank Feeds." If that doesn't work, you may need to create a custom role with very specific permissions to ensure they can’t see the bank feed or balance.