Account Settings Technical Support

 

Discussion List

  • For my business account, how to make sure that my employee in the Purchase section is not given access to edit the Invoicing section and vice versa?
    srb9298 4 views 0 comments Started by srb9298 July 4, 2020 10:41AM
  • I have just set up an account with Wave. At this stage I just want to use wave to send invoices. First step is to upload client data from Excel spreadsheet, csv format. I have installed wave connect with Google sheets, but I cannot find the 'add ons' tab as directed to start using the app. Basically I just want to upload client contact info. Th…
    JeanManitoulin 6 views 1 comment Most recent by ConnorM July 3, 2020 6:30PM
  • Good day sirs, I just realised after confirming the new design/layout of Wave that my account balances are negative. What should I do? Regards!
    Molykos 211 views 4 comments Most recent by AlexL July 2, 2020 3:54PM
  • I am unable to click "save all changes" in the Invoice Customization section in settings. Does anyone have any tips?
    theuntoldspace_2350 5 views 2 comments Most recent by theuntoldspace_2350 July 1, 2020 10:34PM
  • Hi, I have a main business account, and a linked savings account. How would i record transactions between these accounts on Wave Accounting. Any assistance here would be highly appreciated! Thanks!
    Ecologic_admin 12 views 2 comments Most recent by CallieP June 30, 2020 9:35PM
  • Hi, i am not getting verification email. also when i create invoice and choose send a copy to me i am not revieving that either.
    CustomClick 5 views 2 comments Most recent by CallieP June 30, 2020 9:13PM
  • Hello, Been using Wave for half a year. It has a lot of upsides, but, boy, sometimes I think the guys behind the engine that runs it are lost. Here's the issue that I just ran into, and a lot of users apparently. I have 2 accounts with the same bank (different stages of the business, and they wouldn't let me migrate). Today I realised a couple …
    HolCar 4 views 0 comments Started by HolCar June 29, 2020 2:04AM
  • hi All is it possible to import a product file from Excel. Like the customer file but products
    TersiaPretorius05 6 views 1 comment Most recent by CallieP June 25, 2020 6:11PM
  • Dear Family! I am new in this forum and will appreciate your support. I added using using the invite user features in wave accounting. The users can logon successfully, however they cannot view any data entered using the main account. The users are all admins and have access to all features. What could be the problem/ or i might be doing wrong?
    Votz 10 views 5 comments Most recent by Votz June 25, 2020 6:34AM
  • I was previously connected to my RBC bank and credit card accounts. I had to change the sign-in and password identification at RBC. When I logged onto Wave I received notification it could no longer connect to these accounts and was instructed to reconnect them. I have not been successful when trying to reconnect with the updated bank log-in in…
    Loraine 48 views 14 comments Most recent by BarsinA June 22, 2020 9:09PM
  • I posted receipts on the wrong business- I have three and it looks like iPhone camera receipt uploads go to the first business- how do I move receipts from one business name to a different one, and how can I know which account picture receipts are going to?
    Bzmoore 16 views 1 comment Most recent by JordanD June 17, 2020 8:29PM
  • Hello, I have two business accounts. I have ownership of both of them. I'm selling my part of business for single account and want to transfer ownership to a partner. Can I do that? If not, can partner create new business account with same name and export/import all data there? What are my option to let go one business account, but keep another?…
    Kestutis 27 views 2 comments Most recent by Kestutis June 11, 2020 8:34PM
  • Hi there I would like to find out how to unarchive an account that i archived by mistake.
    Teek 394 views 8 comments Most recent by HolCar June 11, 2020 2:12AM
  • My bank is not sending info to my wave.I must have spoken to wave reps a dozen times.I have not got the time for this!!!! I have reconnected to the bank many times and it transfers once then stops,sometimes it works for a few weeks. I always end up with a wave reply saying they are having problems with my bank which is BMO.They tell me to manual…
    paul999 30 views 4 comments Most recent by JimH June 11, 2020 12:22AM
  • Hi, I have somehow duplicated one of my bank accounts - how I don't know! On my banking connections the info is correct, but in my chart of accounts the account is duplicated, as well as the opening balance and some transactions... How do I delete this please??
    Louisevh 252 views 8 comments Most recent by CallieP June 9, 2020 5:36PM
  • Do you have a french version of your application?
    cdesbiens 1.7K views 23 comments Most recent by HolCar June 9, 2020 7:36AM
  • I have had an account for two years with wave apps for our netball club. Today it would not let me sign in, what so ever with the email! I ended up opening a new one with the same email to see if it was there but no. I need all the info from the last two year!!
    Countys 13 views 1 comment Most recent by CallieP June 8, 2020 6:56PM
  • For over a year my Home Depot commercial account worked fine. My last import was Jan 2, 2020. Have tried innumerable times over last 5 months with no luck. Wave response is same as always, we've notified the third party vendor. Anybody know anything about this?
    Bwanap 15 views 3 comments Most recent by CallieP June 8, 2020 6:48PM
  • Hello, Been using Wave for half a year. It has a lot of upsides, but, boy, sometimes I think the guys behind the engine that runs it are lost. Here's the issue that I just ran into, and a lot of users apparently. I have 2 accounts with the same bank (different stages of the business, and they wouldn't let me migrate). Today I realised a couple …
    HolCar 1 view 0 comments Started by HolCar June 7, 2020 7:11AM
  • hey guys, i started a small company with a few friends and we all put in some cash, hence we have equity. I recorded the initial cash into our bank account however it is still sitting as a Liability and we dont see a true picture of the company position - we do not expect to get this initial cash paid back rather we will take drawings per our % e…
    kednelly 18 views 1 comment Most recent by BarsinA June 5, 2020 6:51PM
  • How do I update the password for my connected account? I just had to change it with my bank because I got completely locked out. I will get locked out again if there are more "wrong password" attempts, which Wave will do unless I can update the password. I can't find anywhere to do it, and when I try to add the account from scratch it sa…
    rhawk 34 views 3 comments Most recent by BarsinA June 4, 2020 5:20PM
  • I would like to see my email history with regards to receipts sent after payments have been made. I accidentally logged a payment to the wrong invoice and I would like to know if I sent them a receipt.
    Divanehlers 35 views 3 comments Most recent by BarsinA June 2, 2020 3:38PM
  • Hi, I am very new to Wave, think it's great and even appears to improve daily, but by accident I was in the settings and managed to fill in my personal details only to find that this has now added "Personal" to the list of accounts I am managing. How can I undo this please (as I have no need to use Wave for my personal accounts)? Thanks …
    FixItDik 18 views 2 comments Most recent by FixItDik May 29, 2020 2:37PM
  • I clicked on settings and 'payroll by wave' keeps showing up. does anyone know why?
    kampstax 25 views 1 comment Most recent by EmmaP May 1, 2020 4:23PM
  • Hi Wave Help Team, I live in the UAE and the local currency AED is pegged to the dollar at 1USD = 3.67AED. I have accounts in USD and AED. When I do my Balance Sheet for Dec 31st 2019 in USD it converts the local currency at a rate of 2.89 which is very far from 3.67. What should I do? When I go to XE.com I still see that at that date the convers…
    Diogo_Rodrigues 15 views 1 comment Most recent by Kristian_G April 28, 2020 6:59PM
  • We bank at Comerica Bank. This is a large bank, not some community bank; but it is not on your platform. I do not want to upload a bank statement to get it on your platform. What are my alternatives?
    Jan_K 21 views 2 comments Most recent by Jan_K April 28, 2020 4:58PM
  • Hello, I have been able to enter a starting balance for the bank account. However, I have spent hours trying and failing to enter starting balances for Shareholder Loan and for Retained Earnings. All instructions tell me to select "Owner's Equity" from the drop down menu, while this option does not even exist in the system! Even when I …
    Viben 35 views 3 comments Most recent by ConnorM April 24, 2020 6:23PM
  • I buy ingredients in bulk and use them over time. When asked for Expense Account one of the options that comes up is Ingredients under Assets which I then select. One product won't let me do this as the Expense Account list does not include the Asset option. This means that I can't register the purchase of this product on Wave. Why is this happ…
    Annllien 35 views 4 comments Most recent by BarsinA April 22, 2020 8:22PM
  • I recently had a discussion with the former treasurer of our group. I invited him to return as an observer. He said the invitation did not work, so he used his old password from 3 years ago. and got full access. This worries me.
    BobbyJo 23 views 4 comments Most recent by marco123 April 21, 2020 10:55PM
  • I did not set the Personal Account, but I am happy the way Wave has set up by the way. However, the only thing I am struggling it is not in the right currency which I want. Is there anyway to change the Base Currency of "Personal Account" so that the "Reports" are showing something I can understand?
    Perry_Cat 22 views 1 comment Most recent by ConnorM April 20, 2020 7:50PM