QuickBooksHelpIntuit

Create, view, and run reports on Super Payments using Beam in QuickBooks Online

by Intuit•41• Updated 2 days ago

Learn how to manage super payments in QuickBooks Online with Beam. Create payment batches, view your payment history, and run detailed contribution reports.

Set up super payments with Beam

Before creating or reporting on payments, you’ll need to set up super payments with Beam in your QuickBooks Online account.

Create a super payment batch

Go to Reports and select Standard reports (Take me there)..
Select Super Payments (listed under Payroll).
Select New Super Payment Batch.
Select the appropriate filters (for example, Date Range, Pay Schedule, Contribution type) and then select Filter.
Select Create Batch.
Select Submit.
Select your Payment Method
- If you select Direct Debit you’ll be prompted to select a Bank Account and Refund Bank Account (where undelivered super amounts are returned to).
- If you select EFT or BPAY, tick the acknowledgement checkbox to review thePayment Details which will appear on the screen along with payment instructions. These instructions will also be emailed to the payroll admin.
- Make sure that the reference number and amount of the super payment are correct when paying the super batch.

Important notes

The payment in a super batch is calculated according to the pay runs' paid date.
Regardless of the date range you choose, super batches will only contain super payments that have been processed in a pay run.
Employees who couldn't be validated after applying the filters will appear in red or yellow. You can select Click to View to see the error, once you’ve corrected the errors select Validate, then Submit. For additional help on these errors, see Beam Super Payment Errors and Warnings
To exclude an employee from the batch payment, select the Exclude from batch link next to the relevant employee.
If you delete a super batch, it can not be restored/recovered.

Why has my super batch been cancelled and returned

If you're paying your Beam super batch by EFT or BPay, make sure that the amount and reference numbers entered into the payments match the batch details exactly. If not, it may cause the batch to cancel and the payment to be returned.

Beam requires the details of the payment to match exactly to the batch. Otherwise, the two can't be linked together. The only information entered into the reference number field of the payment should be the digits of the reference number.
Text such as 'Ref', 'Reference Number', 'Ref #' and so on should not be included and will cause the batch to be cancelled and the payment returned.

You should see the batch cancel after 10 business days from the batch submitted date, along with email notification. The payment will be refunded and can take up to 12 business days to return. Once the batch has been cancelled, you will need to submit a new batch and send a new payment.

Integrate super payments with a pay run

Automate the creation of super payments during your standard payroll process.

Go to All apps , select Payroll, then select Employees (Take me there)..
Select Payroll Settings.
Select Pay Schedules.
Select an existing Pay Schedule to edit it.
Select the hyperlinked word, here, under the Pay run finalisation settings heading.
A window will pop up and you can tick the box to create super payment immediately or manually at a later date.
To save your changes, select Next, then Complete.

View and report on super payments

Track the status of previous payments or generate filtered reports for your records.

View previous super payments

Go to Reports and select Standard reports (Take me there).
Select Super Payments (located under Payroll).
Select the ID number to view additional information for a super payment.

Run a super contribution report

Go to Reports and select Standard reports (Take me there).
Select Super Contributions (located under Payroll).
Apply the relevant filters then select Run Report.

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start