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sean40
February 11, 2022
Question

I need to delete an HST installment, but cannot.

  • February 11, 2022
  • 1 reply
  • 0 views
The system allows me to delete HST payments, but not installments. I have a very convoluted set of payments into different periods with the CRA and there were many transfers made between periods by myself and by the CRA, such that it is not possible to record a proper set of HST payments that match up with the individual banking transactions. I would like to roll back to a point where I can start entering them in sequence to fix things. There are installments that I cannot delete. My plan is to create another account that I can record all these pre-payments into, and then allocate the payments one by one from that account against the HST filings to mirror what the CRA did.

1 reply

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Trish_T
February 11, 2022

Hi sean40,

 

Thank you for reaching out here.  QuickBooks Online is a superb accounting software with the features you need to reach your daily bookkeeping goals.  Ensuring that you're on the right track  with your sales tax filings and payments is key.  I'll be happy to provide more information so you can get back to what you love!

 

I suggest locating the installment transactions on your Balance sheet.  You can click on the items to open the transaction and select the option to delete it at the bottom of the page.  It's always best to confirm with your accountant to ensure it doesn't affect other areas of your books, prior to deleting the installments.  If you don't have an accountant we can help you locate a ProAdvisor in your area.

 

Please don't hesitate to reach back out with other questions.  We'd be glad to assist!

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sean40Author
February 11, 2022

thanks for the response.

It won't allow me to delete.

When I open it on the balance sheet and select "delete", I am greeted with the red message: "This sales tax filing transaction was created by the system and can't be edited"

 

N
Nick K
February 11, 2022

Hi sean40.

 

Allow me to clarify this a bit more for you. In order to delete the HST installment you'll need to either have the QuickBooks Online Accountant edition, have an accountant do it for you or call in to our support team so they can get it deleted.

 

You can reach out to an accountant using the link my colleague provided earlier. In order to contact our support team you can use one of the following methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Have a great one!

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