How to create a user with Admin role but no financials showing? We have tried custom roles.

Thank you for visiting the Community, @jackieb. I’ll share what I know about your query.

There are two types of Admin roles in QuickBooks Online (QBO). The Primary Admin and company admin. It’s not possible to limit what the admin can access in the company file. Primary Admin and company admin users can access every part of the QuickBooks account.

If you want to customize the access level of a user, you can consider the Standard user with limited access in which they won’t be able to view all reports. This user can only access the A/R and A/P reports.

For more information about the user roles and access rights in QuickBooks Online, you can refer to this article.

Additionally, I’ll be leaving this article about how to add and manage custom roles in QuickBooks Online Advanced.

If you have further questions about this, let me know by hitting the REPLY button below. I’d be more willing to help you with your concern. Keep safe and stay hydrated!

OK I did know this just was trying to let you know what I need for some associates. The Inventory user cannot even access Inventory reports. So if I could get that fixed it would help.

No this does not help! Inventory manager user cannot access Inventory reports which are necessary to manage Inventory. This is what I need. 

Hi there, @jackieb.

Thanks for getting back to us here in the Community. Allow me to chime in and share information about the user roles in QuickBooks Online (QBO) Advanced.

There are limitations as to what the Inventory Management user can do. Currently, the option for this user to run reports is unavailable.

This user can:

• View and edit existing Product and Services list
• Manage categories
• Adjust inventory
• View existing inventory asset account, income account, and expense account
• View and update vendor details

On the other hand, they can't do the following:

• Add new inventory asset account, inventory adjustment account, income account, or expense account
• Run report
• Do batch actions for Email and Pay bills
• Prepare 1099
• Create new transactions for a vendor

I can see how having the ability for this user to run reports would be helpful for you and your business. I highly recommend sending feedback directly to our product developers. They're always looking for ideas to consider on how to improve QuickBooks.

Here's how to send feedback:

1. In QBO, go to the Gear icon at the top right.
2. Select Feedback.
3. Enter your comments or product suggestions
4. Click Next to submit feedback.

For more information about managing custom roles in QBO Advanced, consider checking out this article: Add and manage custom roles in QuickBooks Online Advanced.

You may also visit our website for more tips and other resources you can use in the future: QBO self-help articles.

Feel free to post again here in the Community or leave a comment in this thread if you have further questions about user roles or anything else. I'm more than ready to help. Take care.