Can I hide the invoices section in the business overview from my employees who are using separate user accounts?

Hi, @aaron60.

Welcome, and thanks for stopping by the Community. I can help change your employees' access in your QuickBooks Online (QBO) Advanced.

To start, are the employees set up as standard users? If so, you can edit their roles to remove their access to invoices (customer and sales). This can be done by going to the Manage users settings.

Here's how:

1. In QBO, go to the Gear icon at the top right.
2. Select Manage users.
3. Proceed to the Users tab and locate the employees in question.
4. Click the Edit option from the Action column.
5. Choose from the existing custom or QuickBooks roles. Make sure to remove the checkmark on the Customers or All Sales transactions & customers.
6. Enter a role name and description, then hit Save.

To learn more about the roles you can assign to your users and how they work, consider checking out this article: Add and manage custom roles in QuickBooks Online Advanced.

In case you need to reduce your users, you can delete them so you won’t reach your usage limit. Learn more about usage limits.

For tips and other resources, I recommend visiting our website for reference: QBO self-help articles.

Please let me know if you have more questions about user roles or anything else QuickBooks. I'll be happy to lend a hand. Take care always.

I don't want to remove their access to invoices.  I need them to be able to make invoices and to take payments on invoices.  I just don't want them to be able to view the invoice section on the dashboard>business overview page.  It shows my employees how much has been paid the last 30 days and how much is owed to the business.  This is private information that they should not have access to. 

Hello there, aaron60.

I'm here to share information about customizing access roles for your users.

In QuickBooks Online Advanced, we have three levels of access that you can grant to a user. And one of those is the Custom user. Once you add a user to this type of access, they can:

• Enter estimates, invoices, sales receipts, credit memos, and refunds
• Enter charges and credits
• Create and delete statements
• Receive payments from customers
• Fill out timesheets for anyone
• Add, edit, and delete customers, products, and services
• View tax rates and agency settings
• Use and adjust tax in sales transactions and general journal entries, including manually overriding calculated tax amounts
• Add, edit, and delete currencies
• Edit exchange rates

However, setting up the user not to be able to view the invoice section is not an option. I can see how the features you're looking for would benefit and empower your business. In the meantime, I recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates.

To send feedback, follow the below steps:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

You may also visit our Feedback forum page. From there, you can see a list of other QuickBooks users who already suggested this feature, as well as the recent updates in QuickBooks.

To know more about customizing access roles, here's an article that you can check: Add and manage custom roles in QuickBooks Online Advanced.

Additionally, if you need to reduce your users in the future, you have the option to delete them so you won’t reach your usage limit. For more information about this, see this resource: Learn about usage limits in QuickBooks Online.

If you need anything else, please let me know. I want to help in any way I can.