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AGSanCarlos
October 16, 2018
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How do I correct the mapping of the sales tax item to the correct account in the Chart of Accounts?

  • October 16, 2018
  • 3 replies
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My client has an account called "Board of Equalization Payable" that really should be called "Sales Tax Payable." I want to have all sales tax items pointing to the "Sales Tax Payable" account. I can't seem to be able to merge the two accounts into "Sales Tax Payable." I can't find where to edit the sales tax items for remapping. It's not like QB desktop and as usual, QBO is incredibly aggrevating. How do I fix this in QBO?

    Best answer by Rustler

    create a new sales tax item and use it - delete/inactivate the old one

    When you use pay sales tax with the old agency still having a payable amount, use sales tax adjust as an increase, and use that BOE account as the adjustment account - if that BOE account is not included in sales tax payable

    3 replies

    Rustler
    RustlerAnswer
    October 16, 2018

    create a new sales tax item and use it - delete/inactivate the old one

    When you use pay sales tax with the old agency still having a payable amount, use sales tax adjust as an increase, and use that BOE account as the adjustment account - if that BOE account is not included in sales tax payable

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      AGSanCarlosAuthor
      October 16, 2018
      I can certainly create a new sales tax item. The problem is that there are four sales tax items created by the client. Since I can't see the mapping of those items to the COA, I cannot distinguish which sales tax item(s) is/are mapped to the Board of Equalization Payable account and which is/are mapped to the Sales Tax Payable account. If I delete those sales tax items, I expect that this will "break" the link to the sales tax amounts in either of the accounts or delete the liabilities. Also, when I try to create a new sales tax item, it doesn't show me the mapping to the liability account so how do I resolve that? (Did I mention that QBO is aggrevating at the most elementary level?)
        F
        Fletch
        October 30, 2018

        Thanks for this thread!  I’m having trouble with a client’s sales tax tracking too.  This thread made me feel like less of an idiot, QBO isn’t very intuitive and doesn’t mirror their desktop enough.

          IamjuViel
          IamjuViel
          January 29, 2019

          Greetings, @KHMills.

           

          I’d like to have this opportunity to share how you can map your sales tax payments to the Sales Tax Payable account in your Chart of Accounts.

           

          With QuickBooks Online, regardless of how many State Tax agency you will direct your sales tax payments you can connect it to one account in the Chart of Accounts. Since you’re seeing two Sales Tax Payable account, you can modify the accounts listed on your Chart of Accounts by adding, deleting, renaming accounts or merging sub-accounts with parent account. 

           

          First, decide which between the two accounts would you set up as the parent account. Once done, you can proceed with merging the sub-accounts. 

           

          Here’s how:

          1. Go to the Gear icon.
          2. Select Chart of Accounts.
          3. In the Chart of Accounts window, look for the second Sales Tax Payable account.
          4. Click the Action drop-down arrow, choose Edit.
          5. Review the details of the account
          6. Make sure to put a check mark on Is a sub-account.
          7. Click the drop-down arrow, 
          8. Choose Account and Detail Type.
          9. Choose the parent which you’ve created first.
          10. Hit Save and Close. 

          That should do it! Once completed, you need not to worry about the Sales tax payments recorded on each accounts since it will be merged. Thus, there's no need to manually re-mapped it.

           

          Fill me in if you have other questions about recording your Sales Tax payments in one account in your Chart of Accounts. I’m always here to help.

          K
          Katerina_
          May 9, 2019

          But it won't let me merge certain accounts. 

          When I try to merge a Sales Tax account created by a user with a Sales Tax account created by QBO I get an error message that the the detail type needs to match. 

           

           

          But Sales Tax accounts created by QBO have 2 "Sales Tax Payable" options for the detail type.

           

          If you try to change from one "Sales Tax Payable" to the other, you get an error message that you can't change this for accounts used to track sales tax.

            Angelyn_T
            Angelyn_T
            May 9, 2019

            Hello there, @Katerina_.

             

            I'm here to join the thread and help share a little more information about merging accounts in QuickBooks Online (QBO).

             

            Yes, accounts can only be merge if they have the same type. QBO creates some accounts for the company by default and creates other special accounts when certain features are turned on in the settings. You can't modify or delete these accounts.

             

            Since QBO created the Sales Tax account, you can't modify or change the detail type of this account.

             

            For more information about merging accounts, you can check this article: How to merge accounts, customers, and vendors.

             

            In addition, you may also check this article for more information about managing default and special accounts in the chart of accounts: How to manage default and special accounts in the Chart of Accounts.

             

            I'll be always here to help you if you have any other questions about managing accounts in the Chart of Accounts, just add a comment below. Wishing you the best!

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