Account Settings Technical Support

 

Discussion List

  • For tailored support, check out our chatbot, Mave, in your Wave account. You’ll first need to log in to your Wave account or sign up. Once you’re logged in, you’ll see Mave in the bottom right corner. Mave is the fastest way to get answers about using Wave 24/7. Our Support Team is available through Mave Monday to Friday from 9 a.m. to 5 p.m. Eas…
    AlexL Announcement Closed 7 views 0 comments Started by AlexL April 12, 2021 2:11PM
  • Hi I am unable to verify my email as I dont get the verification email. Email address is correct. Spam is empty. Email provider says the issue is not from their side. Thanks in advance
    Catering 23 views 0 comments Started by Catering January 21, 2022 10:54AM
  • Hi, first, is there 2 step verification? Also, if not, how can I change my email address to use Google which does have 2 step? With banking info on the site, I want to protect my information
    mem23 6 views 0 comments Started by mem23 January 17, 2022 5:36PM
  • xvnxvn
    the auto categorization feature is creating more work for me than it is eliminating. How do I disable this feature?
    xvn 183 views 19 comments Most recent by joshbruce January 14, 2022 9:49PM
  • Hi! My client just added me as an editor. I have several accounts already with Wave and am quite familiar with it. Somehow, when they added me, I can only see the word "accounting" and there is no drop down menu next to it. They set it up as a personal. If they re-set it up as a business would that fix it or where is the disconnect.…
    SService 6 views 0 comments Started by SService January 12, 2022 4:15AM
  • Hi, I've been trying to connect my RBC business account to Wave and I get to the point where Wave asks me to "log into your bank account and update your account. Then, return to Plaid to continue" I can't figure out what exactly I need to update. Has anyone else had this problem? Thanks so much, Monica
    Monica001 29 views 2 comments Most recent by Rationalclean January 5, 2022 3:52AM
  • Hi everyone, Really wanting to know if there is a way to set the timezone for the account in Wave? Currently, when allocating a payment made on an invoice, it set's the time and date according to a USA timezone ( I believe) which often sets the payment as a day behind. My Profile has my location down as Australia, but this does not affect the tim…
    Matt_Australia 40 views 2 comments Most recent by AMStudio December 16, 2021 3:53AM
  • I have my ally bank account connected to wave invoicing, and I can see the three accounts that I actually have open--a checking account and two savings accounts--but there is another account listed that's described as a "business checking" account, something Ally bank doesn't even offer. I don't recognize the three digits shown at the en…
    eiuratus 12 views 0 comments Started by eiuratus December 8, 2021 7:06PM
  • Anyone Help ? Somehow my email has been deactivated and now I don't receive the verification email. Kindly help my email id is *******@*****************.***
    Ameem 38 views 4 comments Most recent by Shadeki November 30, 2021 5:04AM
  • In the Transactions display, it shows just around the most recent 30 transactions. I need to show ALL the transactions (goes back 3 years). I don't want to click the "Load More" button 50 times (!!!) to display them. How can I easily show ALL the transactions? Thanks
    HareKrishna108 12 views 0 comments Started by HareKrishna108 November 25, 2021 3:58PM
  • Hello, I've been a Wave user since 2015. However, I haven't fully utilized the accounting features until now. I would love to know how I can "zero" or hide the accounts that I'm no longer using so that it shows me my correct "All Accounts" $$ amount. I'm currently only using the Lexy & Randy Checking, PayPal 2021, Checkin…
    lexykristine 8 views 1 comment Most recent by Mikeg November 17, 2021 11:03PM
  • I noticed that unless I manually "sign out", I remained logged in at Wave even after I close the tab or browser and reopen ... isn't this a security issue ? Shouldn't I be logged off after a period without activity or if I close the browser or tab etc ??
    Soledancer 148 views 2 comments Most recent by CharlotteDD November 2, 2021 6:38PM
  • Hi, I have two businesses and a personal Wave account, but while both of my initial businesses have a Nigerian address as I set, the other one is automatically set to US. When I try to change it, it shows me this error message. It's confusing for clients when I state one address but have a different one on my invoice and the Mave chatbot isn'…
    Afoma 10 views 0 comments Started by Afoma October 26, 2021 9:27AM
  • I'm attempting to connect with US Bank and can't seem to get it to work. After I put in my credentials I get a note from Plaid that says "action required with your account" (see screenshot). I hit continue, go to US Bank and log in successfully, then return but nothing happens. I have been able to successfully connect my US Bank account …
    cluckbucket 21 views 6 comments Most recent by sidlinellc October 20, 2021 5:45PM
  • Transactions stopped populating in the "reconciliations" page 6 weeks ago, they show fine in the "transactions" page. Its also showing our bank connection is turned off - even though we can see new transactions each day in "transactions". We cannot turn it back on because it says incorrect bank username. the usernam…
    smck011 16 views 0 comments Started by smck011 October 19, 2021 12:09PM
  • I can't connect to US Bank. The error I get is Action required with your account, Log in to your bank and update your account. Then, return to Plaid to continue. I log into my account, but there is nowhere to allow access. Any ideas would be most appreciated. Thanks
    Walt 23 views 1 comment Most recent by Walt October 18, 2021 7:27PM
  • In trying to connect my Vancity account for the first time today I am not receiving the security code by text, which is likely coming from Vancity directly. Are there known issues connecting Vancity accounts at the moment? Looks like a previous comment refers to a similar issue.
    cmthoreau 19 views 0 comments Started by cmthoreau October 17, 2021 11:49PM
  • It seems only password authentication is available for account access. How do I secure my wave account with multi-factor or 2-factor authentication to protect my banking info?
    bizguy 218 views 4 comments Most recent by Trudi October 15, 2021 8:35PM
  • I sent an invite the other day to my accountant and when I would go to Settings>Users, it used to show they were invited. Now when I go there I can't see them at all. Where did the invite go? It doesn't show them listed at all. Do I need to resend?
    TaprootFarmsLLC 5 views 1 comment Most recent by TaprootFarmsLLC September 24, 2021 7:04AM
  • On August 2nd I was able to take a credit cared payment (see below), now that option is greyed out. Even odder when I go to settings/payments it takes me out of settings and into the invoice list. Credit cards worked on Aug. 2ns Now the option is Greyed out Business in in US and all personal invoice and Fed Tax ID are all confirmed. Any a…
    SkykingOH 15 views 0 comments Started by SkykingOH September 7, 2021 1:48AM
  • As of today, I am operating as a single member LLC and no longer as a sole proprietor. I wanted to add my pre-existing inventory (I do cell phone screen repairs) of various cell phone version screens and what was paid for them to the system. I seem to have to choose from Withdrawal or Deposit from the Asset drop down. These screens will later be s…
    jbarker36 13 views 0 comments Started by jbarker36 September 2, 2021 12:13AM
  • Hello, I want to add an account ID to my accounts receivable, but there is no edit option available to do so. Can someone help me resolve this issue? Thank you, Keane
    TruthPlacebo 29 views 2 comments Most recent by scameron August 20, 2021 12:04AM
  • Do you have a french version of your application?
    cdesbiens 2.9K views 29 comments Most recent by Elfensunn August 11, 2021 5:36PM
  • Hi, I m bit new to here, My issue is, one of my customer has paid for the invoice unfortunately i cant process the order. But the customer happy to buy something else to that refunded amount, So how can i recognize that ? i can't see any option to recognize in customer ledger as negative balance. Please help me on this Thanks
    boonfairofficial 3 views 0 comments Started by boonfairofficial July 30, 2021 6:15PM
  • Is there a general setting where you can make the gst automatically included, then only have to edit the few transactions that DON'T need gst included, instead of having to choose to include gst every single time? I know about batch, but that comes after the fact of posting as well, would rather it just automatically included gst from the start, …
    brockmann 9 views 3 comments Most recent by donkingjedi July 30, 2021 12:46AM
  • Hi, I few day ago i have change Default notes / terms for quotes and invoices. Both of them are not working and updating. I need help please to solve this issues.
    jricciardulli 10 views 0 comments Started by jricciardulli July 13, 2021 7:30PM
  • Is there way to startover the setup such that I can setup my own chart of accounts from scratch? Setting up for my wife's business and she only needs a very simple chart of accounts. Balance sheet is only bank, a/r and equity. She has minimal expenses and they are all handled in cash so she has no liabilities. P&L is 2 revenue accounts and ma…
    CynthiaHolt 34 views 5 comments Most recent by CynthiaHolt July 4, 2021 12:14AM
  • I am not able to receive ay email verification.I would like to change the email provided initially.Need urgent support. Have been asking for help for a long time but no customer support.
    Liv2care4all 4 views 0 comments Started by Liv2care4all June 30, 2021 12:15PM
  • Need urgent help
    Liv2care4all 4 views 0 comments Started by Liv2care4all June 30, 2021 12:14PM
  • I've invited someone to the wrong business account and want to remove him but I cannot. I used to go to User Management and could see and edit the team. Now, when I go to User Management, I only see the option to invite new people - the existing users and options to remove them have disappeared. Please help with this. I Urgently need to remove t…
    Lidia 86 views 5 comments Most recent by KiahD June 17, 2021 7:29PM
  • Hi there I created 2 different accounts that i need to consolidate.. under 2 different users and passeirds.. am logged into one of them on my phone.. but cannot see which account it is... where can i get my own username if i am logged in already
    Janine 4 views 1 comment Most recent by JulianP May 31, 2021 8:18PM