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A
Anonymous
January 21, 2020
Question

How do I merge GST liability accounts after converting from QB Desktop to Online.

  • January 21, 2020
  • 1 reply
  • 0 views
After converting, ended up with a liability in the account used by desktop and a negative liability in the account used by online.  When trying to merge the two through a G/L entry, I ended up with excess GST to pay.

1 reply

AddieC
AddieC
January 21, 2020

Hello, 

 

In QuickBooks Online, you can easily merge accounts, customers, or suppliers. This is helpful if you want to have a single representation in your Chart of Accounts or in your financial reports. I'd be happy to explain how you can merge your GST liability accounts after converting from QuickBooks Desktop to Online. 

 

Follow the steps listed in this article: How to merge accounts, customers, and suppliers. As explained in the article, the merging process is not reversible. It's permanent and can't be undone at a later point. 

 

If you have any other questions about that, please reach out to our tech support team.

 

Cheers.

 

A
Anonymous
January 22, 2020

Thanks, Addie, however in the article that you site, there is specific reference to not being able to merge the account used for GST:

"There are other accounts that you cannot delete or merge because they are needed by the system. They are as follows:

  • Open Balance Equity
  • Retained Earnings
  • Undeposited Funds
  • Uncategorized Income
  • Uncategorized Expense
  • TDS Payable
  • TDS Receivable
  • Default Service Tax accounts
  • Default GST/VAT accounts
  • Default PAYG/PAYE accounts
  • Default CST accounts
  • Default Service Income account
  • Default tax accounts created when a Custom Tax Agency is created"
A
AndréB12
January 22, 2020

Hey pgrenfell,

 

You're correct! The default accounts are needed by QuickBooks Online, so they can't be merged or deleted. This only applies to the account the system uses as default, the imported tax account can be deleted at any time unless it's used by a tax agency set up in the tax centre. With that in mind, your best bet would be to clear out the imported accounts then make them inactive. This way you can always make them active again to keep a record of what happened. I'll be happy to guide you through this. 

 

The easiest way to merge these accounts is to record an adjustment against the imported tax account when you prepare your next filing. This ensures the amounts will be represented on the correct tax line. This video was created for migrations from SAGE, but the same process can be used in your situation: Sales Tax Consolidation Post Sage Migration 

 

Your best partner in sales tax is your accountant. You can easily invite your accountant as a user so you can work on this together. To find one in your area, simply head to the My Accountant tab in QuickBooks Online then click on Find a pro to help. 

 

Let me know how this goes! I'm confident we'll get this sorted out.

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