I appreciate you following the steps that my peers provided above, @RC48. Let me share with you the custom roles in QuickBooks Online Advanced.

With custom roles, you can manage user access in QuickBooks and allow the access needed for their role.

For now, the custom role in QuickBooks Online Advanced does not have the option to provide access that only excludes the financial statements.

Learn more about user roles in QuickBooks Online Advanced by checking out this article: Add and manage custom roles in QuickBooks Online Advanced.

Let me know if you have further concerns with setting up roles. The Community always has your back. Have a wonderful day ahead!