I created a batch for quarterly super payments and submitted it through Beam.
Now the direct debit into my bank account has occurred and the banking transaction appears in my Banking. I would expect it would be matched to my Super Batch. It's not. How am I supposed to review and record the bank transaction against the super batch submitted?
To verify why the Super Batch didn't automatically match in QuickBooks Online (QBO) requires pulling up your account. Since the Community is a public forum, I'm unable to do it without asking for sensitive information.
That said, I highly suggest contacting our Support team. They have tools that can pull up your account in a secure environment and investigate this further. They're also able to perform some troubleshooting steps if necessary.
Here's how to reach them:
In QBO, click the Help (question mark) icon at the top right.
Select Contact Us at the bottom to connect with our live support.
I did contact support and they told me to go back and change the accounts to which super payments were posted. Now payments matched BUT...
Now when I go to reconcile my bank account, it tells me I can't because transactions have changed and the starting balance is not correct....and when I drill down it shows me the super transactions as the exceptions causing the problem. I am not sure what to do. Do I go back to support? Or is that something you can help with?
Glad to have you back here in the Community, @alect.
I'd like to ensure that you'll be able reconcile your bank transactions successfully.
One of the possible reasons you're unable to reconcile your transactions is that the entries from the old account that you've changed were not carried over into the new one.
In cases like this, you'll need to contact our Customer Care Team again. This way, they'll be able to review on how payments were entered to narrow down this hurdle. They can also help you reconcile your transactions correctly.
To add up, here are some great links that you can visit to guide you with reconciling accounts and fixing its issues: