HOW DO I SET UP SUPER PAYMENTS ON QUICKBOOKS. I HAVE REGISTERED WITH BEAM.

Hi hayleyst,

Once you have registered with Beam, you can set up your super batch payments this way:

1. Select Employees from the left-hand menu 
2. Select the Reports tab then select Super Payments (listed under Payroll)
3. Select New Super Payment Batch 
4. Select the appropriate filters (e.g. Date Range, Pay Schedule, etc) then select Filter 
5. Select Create Batch 
6. Select Submit 
7. Select your Payment Method

• If you select Direct Debit you’ll be prompted to select a Bank Account and Refund Bank Account
•  If you select EFT or BPAY Payment Details will appear which will show the payment instructions, these instructions will also be emailed to the payroll admin.  

This article will go into further details on what to do if you see a validation error, how to review past batches and so on. 

-Kass

When you choose Bpay, is there another step that will do up the bank transaction and mark the batch as paid?  or did I miss something?

Hi Emma_H,

When selecting the BPAY option, the biller code and customer reference number once submitted through your bank will send a signal back to Beam Super that the payment is Awaiting clearance, usually takes 3 business days for BPAY to clear. 

Please note: You must enter the customer reference number (only use the 18 character number and do not add any letters e.g. 'Ref') within the correct banking payment reference field in your internet banking website so that the payment can be automatically matched to your super batch. 

• If either the reference number or payment amount you use in your banking details does not match exactly to the batch payment details, your payment cannot be automatically matched to your super batch. 
• The batch will be cancelled (due to non-payment or incorrect payment amount) and your payment will be refunded (this can take up to 12 business days). 
• You should always ensure your super batches have been successfully submitted to Beam and paid 5 business days before the deadline to prevent any cancellations or delays to your batch.

If the payment details match and are successful, once the payment reaches the nominated super fund, the status will change to Sent to fund. For more info, I have attached a link here. 

Thanks,

-Steven

Hi - can you please tell me why the payments taken by BEAM for superannuation do not show up on my reconciliation statement?

Money has been taken from our bank account, but it does not show up as a transaction to reconcile within Quickbooks...

How do we fix this please?

Glad to have you here in the Community, @ tshep2019.

I'll give details why this happened in order to help you reconcile your account.

Depending on your financial institution, it may take time for the transaction to reflect on your bank account. Although the amount has already been deducted, some banks may take a few days to clear the transactions. This is why it has not yet appeared on your financial statement.

I'd recommend reconciling your accounts every month. This way, you're able to monitor your income, expenses, and other transactions accordingly. For the step-by-step guide, you can check out this article: Reconcile an account in QuickBooks Online.

Please let me know if you have other concerns. I'm just around to help. Take care always.

I have same issue.  The problem is not that is not on my bank statement.  The problem is that it's not recorded as a transaction in Quickbooks.  Should this automatically be recorded when you do a successful batch or is there a step I'm missing?

Hello stroudpas,

It can take up to 24-48 business hours for the super batch to be processed in the account. If a super batch has been processed successfully from your payroll account, and if the payment is downloaded from your bank to QuickBooks Online, you'll be able to add and categorize super payment in For Review tab under the Superannuation Payables account.

I'd recommend checking the status of the batch payment processed in your payroll account. Here's how:

1. Go to the Employees tab.
2. Click on Reports.
3. Click on Super Payments.
4. Locate and select the ID number of the batch payment to view the batch status and details.

To add, the most common reason why a batch payment was not processed successfully is due to an incorrect Reference number entered. Beam requires to make sure the information is an exact match or else the two can't be linked together.

To learn more about super batch status, please check this link How to automate Super Payments using Beam in QuickBooks Online and scroll down and got to batch status explained.

Post again in the Community if you have more questions. I'll be around to help you!