How to Record Bad Debt on Quickbooks Online QBO (Partial Payment + HST - Canada)

Описание: In this video, I walk through how to properly record bad debt in QuickBooks Online when an invoice is partially paid, including the correct CRA treatment of GST/HST in Canada.

This is a common bookkeeping scenario, and it’s one where QuickBooks Online’s own guidance can lead users in the wrong direction. I explain why you should not delete or reduce the invoice, why a credit memo to sales is not the correct fix, and where CRA actually expects to see the bad debt HST adjustment.

This method keeps your books clean, audit-friendly, and compliant with Canadian tax rules.

Did this video bring you an AHA moment? Feel Free to Buy Me A Coffee :) https://www.buymeacoffee.com/niftynomi

If you’re interested, this scenario comes from a larger bookkeeping simulation where I walk through these decisions in context. Find out more here: https://courses.naomiwilkins.ca/cours...

Jump To:
00:00 Beginning
0:00:30 - 063025-10Y Bad debt
0:01:02 - Why we don’t just reduce or delete the invoice
0:02:18 - Why we don’t just create a credit memo to sales
0:02:45 - QBO’s website does not give the correct instructions for bad debt
0:04:17 - Where CRA wants to see the bad debt HST adjustment
0:05:37 - How to enter a bad debt entry into QBO (QuickBooks Online)

⭐ Download my FREE Ultimate New Business Research Checklist: https://naomiwilkins.ca/checklists.html
⭐ Learn what you need to know to #BeThatBusiness that THRIVES!: https://courses.naomiwilkins.ca/cours...
⭐ Subscribe to That Newsletter That's Helpful!: https://naomiwilkins.ck.page/newsletter
⭐ Learn to do bookkeeping by doing bookkeeping!: https://courses.naomiwilkins.ca/cours...

// LET’S GET SOCIAL!

➤ INSTAGRAM:   / bethatbusiness  
➤ LINKEDIN:   / naomiwilkins  
➤ TWITTER:   / niftynomi  
➤ TWITCH:   / niftynomi  
➤ TIKTOK:   / niftynomi  
➤ Find more resources on my website: https://naomiwilkins.ca/