User Create Bank Deposit & Not See Bank Balance

Hello there, robharris.

We have different customer roles that you can grant access to your new user. There are sections in QuickBooks that they can and can't see. To know more, you can use this link: User roles and access rights in QuickBooks Online.

To start adding them once you're identified the role you'll give them, you can follow these steps: 

1. Go to the Gear icon and click Manage users.
2. Click Add user.
3. Select the role and click Next until you've successfully granted them their access. 

The user will receive an invite to the email you entered. Let them accept the invite so they can create their login credentials.  To know the activities made by other users within your books, you can run the Audit log report. 

Let me know if you have other questions. You take care and have a great day!

I understand the roles and adding. That still doesn't answer the specific question I have. Thanks. 

Thanks for following up with the Community, robharris.
 

Currently, there isn't a role that will prevent your user from seeing the bank balance while granting access to banking areas. If you're using an Advanced subscription, the closest type of user you'll be able to create is a custom one. You can give these users an ability to work with the Bank Deposit screen, however they'll still have access to view your registers (checking, savings, and credit cards) which display balances.
 

I can certainly understand how a user role that enables users to do deposits with checks while not giving them access to see bank balances could be useful to yourself/others and have submitted a suggestion about it to our developers as of today.
 

You can also submit your own feature requests while signed in.

Here's how:

1. Use your Gear (⚙️) icon.
2. Click Feedback.
3. Enter your suggestions and/or comments.
4. Hit Next.
5. Choose Skip and send message.
6. The available drop-down menu can be used to pick an appropriate category.
7. Select Send message.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development Team and considered in future updates. Feature requests can be tracked through Intuit's Customer Feedback website.

I've additionally included a couple useful resources about adding custom users and upgrading subscriptions that may come in handy moving forward:

• Add & manage custom roles
• How to upgrade a subscription

If there's anything else I can help with, please feel more than welcome to reach out anytime. Have a fantastic day!

These people are idiots, they are trained to say nothing and its crazy

I’ve been wanting this feature for a while but ya….idiots

Been wanting them to block this view access for years but I don’t think they get it. They are idiots.

Hello, I see that this feature was acknowledged as useful over 3 years ago! Has there been any updates to enable this? This is a huge step backwards!!! 

I can see how beneficial this feature would be for you and your company's privacy, @cody2024. Let me share some updates about allowing a user to make a bank deposit with checks but not see the bank balance. 

QuickBooks Online has specific user access roles and access rights. For now, the feature to allow a user to make a bank deposit and not see a bank balance is not available yet. 

Unfortunately, we have no specific time frame for the availability of this feature. If you've submitted the same feedback, you can track the status of your request in our customer Feedback for QuickBooks Online.

Furthermore, the roles that will allow users to make a bank deposit are Standard All Access and Company Admin. While keeping your bank balance private is understandable, please understand that it's crucial for those users who will create bank deposits to have visibility for several reasons. For instance, it helps prevent errors, such as accidentally depositing more money than you have, ensures financial accuracy, and maximizes the benefits of your banking relationship.

Moreover, I've added these articles for further reference about adding users, their access roles, and usage limits:

• User roles and access rights in QuickBooks Online
• Add and manage users in QuickBooks Online
• Learn about usage limits in QuickBooks Online

Let me know if you have further questions about user roles and access or QuickBooks. Keep safe.