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Toni USD 380281
June 6, 2020
Question

Brought in a new company to QBO from QBD, there were only 5 transactions in the QBD file. The QBO file setup a Minister of Finance tax agency, how do we delete it?

  • June 6, 2020
  • 1 reply
  • 0 views
The file is a new QBD setup, contained only 5 payroll cheque transactions with extensive detailed COA. Receiver General with HST is the only tax agency setup in the desktop file, annual filing frequency. Do not understand why Minister of Finance is setup and many unused tax codes within each tax agency.

1 reply

AddieC
June 8, 2020

Hello Toni-Marie,

 

Making the switch from QuickBooks Desktop to QuickBooks Online is an exciting change for your small business. You're going to love the flexibility of an online software, and accessing your account from anywhere is a huge bonus. I'll help point you in the right direction for help with your tax agency and tax code questions.

 

When converting from QuickBooks Desktop to Online, not everything will migrate over, such as Payroll history. If you're noticing that there's a few tax codes that aren't in use, or that there's a new tax agency appearing in your account, you can adjust your settings to make certain tax codes inactive. It's important to note that once a tax agency is appearing in your account, whether you set it up manually or it's come through your migration, you're unable to remove it from the system. 

 

That being said, making your unused tax codes inactive will definitely help you tidy up your books for less confusion in your data entry. I'll explain the steps for making a tax code inactive below. 

 

1. Click the Taxes tab on the left navigation menu. 

2. Select Sales Tax

3. Click Manage sales tax

4. Select Make Inactive next to any tax code you're not using.

 

That's all there is to it.

 

I know migrating your data from one software to another sometimes comes with a bit of a learning curve, and I want to make sure you're given the support you need. You may find additional resources here in the Community quite helpful, such as this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online. This article will explain what isn't converted when you make the switch.

 

If you're in need of any further assistance, please don't hesitate to reach out to our tech support team directly. I'm confident that they'll get you back on track in no time. 


Cheers.