Accounting Technical Support

 

Discussion List

  • Having an issue with the update to Account Reconciliation? Please let us know here so our team can help! If you're looking for help getting started with your Account Reconciliation, you can get started here.
    Katie_Wave Announcement 152 views 38 comments Most recent by Carver0611 February 29, 2020 5:51AM
  • Reports in Wave are currently undergoing maintenance. Some users may notice that Reports, Reconciliation, and their Dashboard are not displaying all data. Our team is working to ensure the 2% of users impacted by this maintenance are back to normal as soon as possible. This notice will disappear once maintenance is complete. If your post has been…
    Charlotte Announcement Closed 188 views 77 comments Most recent by Erik January 11, 2019 5:10PM
  • Hear me out. Something very odd happened when I was writing in today's sales. I recorded everything as usual, but then I noticed my cash flow's balance wasn't matching "all accounts" cash, which is the cash on hand shown in the balance sheet. I doubled checked everything, and found out through the Trial Balance that it is unbalanced by t…
    Aldo 27 views 5 comments Most recent by Aldo April 5, 2020 3:26AM
  • When I receive an e-transfer of a specific amount to my account can it automatically recognized as Rental Income (Category) from a specific tenant (Customer)?
    ktrow 3 views 0 comments Started by ktrow April 5, 2020 1:04AM
  • I'm a screen printer. When I make a large purchase of shirts, how do I categorize the purchase?
    Shay47130 10 views 3 comments Most recent by Mikeg April 4, 2020 10:42PM
  • Hi there, How does one end your financial year and start the new financial year. In my case my financial year ended 28 Feb and the new one started 1st March. Does wave close the books?
    Diverse 3.3K views 33 comments Most recent by Margot April 4, 2020 4:51PM
  • I need to start 2020 with fresh clean books - none of the old accounting information and balances. What's the best way of doing that without having to re-enter all of my company and bank specifics?
    CubsFan 5 views 1 comment Most recent by ConnorM April 3, 2020 6:07PM
  • Hi, I love Wave apps in the ability to track invoices as well as bank transactions. The vast majority of my customers pay me with a check. I then deposit these checks in my checking account which I have linked to Wave and then mark that invoice as paid. However, I couldn't find a way to link the two transactions together (I.e. marking the invoice …
    skardamaplefarms 12 views 3 comments Most recent by ConnorM April 3, 2020 5:57PM
  • HGIHGI
    I have a problem with Starting balance in bank account. I followed instructions (I think) and proceeded to enter info from bank statements but on review I find that in reports/account balances there is now an amount above the starting balance I entered. It's above my transaction and not editable. Puzzelled..What did I do to cause this?
    HGI 5 views 0 comments Started by HGI April 3, 2020 6:43AM
  • Is there any way to assign a product (inventory) that is purchased, to a product that is sold? I would think that this would help when it comes to accounting,.
    fladventurerob 4 views 0 comments Started by fladventurerob April 3, 2020 1:05AM
  • I have a problem that I'd like to get feedback and tech support for. I have several clients whose books I manage through Wave. For one such client, I created asset clearing accounts for the merchant processors he uses... so that I can book his sales in the month they occur. He uploads his bank account directly to Wave and when a transfer from one …
    magicwill 10 views 4 comments Most recent by magicwill April 2, 2020 8:12PM
  • I am having problems downloading into Accounting. I NEED THIS INFO BADLY!!!
    PainterWisconsin 9 views 1 comment Most recent by NicoletteB April 2, 2020 7:56PM
  • Hi, Can anyone help? I'm new to Wave and have found that Wave has this account called money in transit but i have already imported my bank statements! If i transfer the funds over to my bank i will have duplicate entries! You can't delete the Wave money in transit and it would take a long time to delete all the Wave income in the bank! Any ideas i…
    CIBII 95 views 4 comments Most recent by Kalico April 2, 2020 7:36PM
  • Hello. Is it possible to see my Cash Flow statement with a monthly view? Basically a running balance of each month, and then a cumulative expenses.. A sample template is here: https://www.smartsheet.com/sites/default/files/styles/full_width_desktop/public/IC-Monthly-Cash-Flow-Template.jpg?itok=WwmjT2St
    VBL_Link 3 views 0 comments Started by VBL_Link April 2, 2020 3:58PM
  • Hello, I recently set up a new business bank account as my company is finally incorporated. I would like to know how do I set up my existing wave account to have my beginning balances for my company at $0 and my equity/contributing capital equal to expenses I incurred to set this corporation up/get it running. Thank you
    dbuch 9 views 0 comments Started by dbuch April 2, 2020 3:51PM
  • Hi there Community! I need some help with "Vendor's Compensation" as it pertains to State Sales Tax. For those not familiar, here is the example: * I sell something for $100 and charge 6% sales tax ($6) * Then the following month when I go to pay the state their sales tax, they say I only owe them $5.75 (example) because I paid on time.…
    jbra 4 views 0 comments Started by jbra April 2, 2020 2:58PM
  • Hi Guys, Been trying to upload my account statement but keep getting the above error message. I have tried all the various date formats suggested to no avail. Anyone experiencing the same or has a solution for me, please? Thank you.
    Oloye 17 views 7 comments Most recent by Oloye April 2, 2020 12:18PM
  • The company has a subsidiary, the shareholder fund in to the subsidiary when the subsidiary incorporated on behalf of the company. So the fund has not come through the company's account, but now the company owe the shareholder, we categorise it as shareholder loan. For bookkeeping, we are suppose to group this fund under asset - investment to subs…
    Yv_c 3 views 0 comments Started by Yv_c April 2, 2020 7:46AM
  • I had some issues with some bank integrations doubling some expense transactions. I contacted customer support and they told me to DELETE all transactions and reupload the integrations. So I did this, page after page after page since there is no easy way to delete all transactions. And no all my invoice are listed as UNPAID minus a few? This is go…
    Redtail 4 views 0 comments Started by Redtail April 1, 2020 10:23PM
  • Dear Sir, Before i was able to export the trail balance to pdf and excel, now the option not working. please sort it out
    ramees_akthar6 12 views 2 comments Most recent by SAGE_Cloud April 1, 2020 12:55AM
  • Hi. how can i make my vendor be my customer? We are in rent a car business and it happens that my supplier is my customer too, (which they rent our cars as well). They have unpaid invoice that i need to deduct from my payment to them. Kindly help... thanks in advance!
    janice 11 views 3 comments Most recent by ConnorM March 30, 2020 6:16PM
  • Hi - Iv'e done a manual withdrawal from my bank account - same as i've done other times without issue except this one was dated 13/3 (so about 2 weeks ago) The balance didn't change to refelect the withdrawal. I tried changing the amount - no luck I tried adding a new transaction for today with no luck - nothing seems to be updating my bank balan…
    Alex123456789 7 views 2 comments Most recent by ConnorM March 30, 2020 5:49PM
  • Hi, Please help (I am starting to use wave first time) I am trying to import a csv customer list. The preview of the first 5 customers in list (when importing) shows all info correctly in the different columns. But when i click on import, after short while i get a error "Hrmm, we didn't find any new contacts to import. We failed to import xx …
    Mauritz 6 views 3 comments Most recent by Mauritz March 30, 2020 5:49PM
  • We're trying to set up our Boy Scout troop accounting on Wave. We have a fundraising situation where some of the scouts do services for people and they write a check to the troop. We need to account for this separately for each scout, as that scout's earnings may help pay for his summer camp fees. It's kind of like sub accounts in the main troop's…
    MLScout 13 views 1 comment Most recent by AccountsPro March 30, 2020 10:33AM
  • Hi. I can't seem to find my journal entries. I tried the search and filter options. But can't find any of my journal entries.
    Kaewen 9 views 7 comments Most recent by AccountsPro March 30, 2020 9:53AM
  • Hi! First, I want to thank you for this awesome tool. As the discuccion title says, I'm having some troubles with the totals of the accounts. Today, those totals does not change when I add a new transaction in my Business account and it seems that it is still taking in account a deleted transaction in my Personal account (I have discrepancies wit…
    JuanDataurbe 16 views 7 comments Most recent by AccountsPro March 30, 2020 9:50AM
  • How do I move transactions between businesses?
    eyrobinson 489 views 9 comments Most recent by AccountsPro March 30, 2020 8:58AM
  • Hi there, I don't seem to be able to find any information on how to include this tax in expenses... Can someone explain a simple example. Say my profits at £1000 and I owe £200. How do I expense this so that is doesn't change my profits for the year, which are of course still £1000. Thanks Philip
    smallBiz 959 views 10 comments Most recent by NiranjanD March 29, 2020 6:28PM
  • I am new to all accounting. I am trying to make the invoices but not sure how I know if our tax is recoverable or non-recoverable. We provide a service and supply the products that we install. Not sure where to start so we are not losing money in the end.
    NCMJess 13 views 1 comment Most recent by SocorroIS_071218 March 29, 2020 10:02AM
  • If I delete a receipt I've already entered (with status 'done'), does this automatically delete the transaction associated with it?
    ThomasDaly 244 views 9 comments Most recent by AlexL March 27, 2020 7:54PM
  • I have an account that operates a currency different from the business currency. However, when I try to save or edit a transaction under that account I get the classic error message There was an error saving. I am able to save transactions on the other accounts. I have also cleared the cache. Please help
    Lema 54 views 9 comments Most recent by AlexL March 27, 2020 3:40PM
  • Hi everyone, The amount in my Trial Balance, Aged and General Ledger for Account Receivables doesn't same at all. For Account Payables, only for Aged Payables doesn't same with Trial Balance and General Ledger Amount. Hoepfully everyone and Wave Team can give the best advise on how to tally the amount. Really urgent since my upper management reall…
    FatenLatif 37 views 1 comment Most recent by AlexL March 26, 2020 9:05PM