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  • Can you please explain how can i allocate the remaining bill payment to a certain customer ?
    shahzaib 3 views 0 comments Started by shahzaib February 20, 2019 6:27AM
  • UPDATE I found what I was looking for, but not sure how to close this. I am trying to find a report for my receipts. I have receipts entered with ones that have paid tax and ones that I haven't and such. I need a report for all my purchases for taxes. Can anyone help me? I can't find it anywhere. TIA!!
    pb2andjdesigns 3 views 0 comments Started by pb2andjdesigns February 20, 2019 4:03AM
  • Hello all, I hope that this in the correct section. I had a PayPal working Capital loan from July 18-December 18', that was paid off. A % of sales were taken from my PayPal account automatically. I have the loan set up in my Chart of Accounts, It seems like it is backwards as it is showing a negative balance. I did read the article from a goo…
    ScorpionCoatingPlus 18 views 3 comments Most recent by Charlotte February 19, 2019 11:28PM
  • We're a small NGO so does the application do the job and can it be customized for nonprofit?
    hhajj 273 views 6 comments Most recent by Peace_RCUS February 19, 2019 10:25PM
  • How would I set up each transaction with Wave: * Purchase of iPhone from Apple using Citizen One (24 monthly payments) * Monthly payments to Citizen One from Business American Express * American Express statement paid by Business Checking I have accounts for: Business Checking Business American Express Citizen One Loan Machinery Eq…
    ecamhi 18 views 2 comments Most recent by ecamhi February 19, 2019 8:15PM
  • My apologies if this has been answered before. I searched, but could not find a discussion on this. To manage payments made on a website through credit cards, I have added a payment gateway (account) as a Cash & Bank account. I now: * Record a payment against an invoice as paid by credit card into the payment gateway account * Pass an…
    MohanVeme 3.2K views 38 comments Most recent by JamieD February 19, 2019 8:11PM
  • I have a chase business card with 4 individual employees accounts. Wave uploads the same random transactions 2-3 times for each of the users. I saw there was an issue with duplicating transactions that was marked resolved in January. Well, it's February 17th and it's still there.
    CaliGirl 13 views 2 comments Most recent by CaliGirl February 19, 2019 7:21PM
  • I'm a newbie and have used wave in 2018 (Great app, BTW) How do I start a new year from zero? For example, when I run reports > General Ledger for 2019, expense categories (say meals or Internet expense) still show "Starting Balance" carried over from 2018 and then the new transactions of 2019. Same happens for all other categories like inc…
    sanjeevnuts 25 views 3 comments Most recent by Mikeg February 19, 2019 5:42PM
  • I realize there is no automatic recurring payments, but when adding a monthly payment on a bill like auto insurance can I simply click "Add Payment" on the existing bill or do I need to create a new bill each month? Same thing with 1099 contractors, can I just click Pay Contractor or do I need to create a new bill each week?
    Chipfo 11 views 2 comments Most recent by Chipfo February 19, 2019 5:20PM
  • How many days in the payment cycle? Once I get an email notifying me the customer has made a payment, how many days is a usual payment cycle from Wave to me? 4,5,6 days is not ok. :/ :/ :/
    hortonlawn1_ 2 views 0 comments Started by hortonlawn1_ February 19, 2019 4:17PM
  • Hi How to I generate a monthly income report with two specific parameters?
    Ferds 2 views 0 comments Started by Ferds February 19, 2019 7:06AM
  • Landlord here looking for the appropriate way to records security deposits that are held in escrow. According to accounting standard the receipt of a security deposit should increase a cash asset account (no impact on income) and increase a liability account. When this transaction imports from my bank I do not have the option to categorize it as…
    shaneg 410 views 15 comments Most recent by PaulC February 18, 2019 11:30PM
  • How can I export a customer listing to excel
    Yelena 1.7K views 3 comments Most recent by Ryan_W February 18, 2019 9:41PM
  • My credit card closes on the 3rd of the month. So, for instance, a January cycle closes Feb 3. I can't change the closing date to Feb in the reconciliation window. What should I do?
    savvyed 69 views 8 comments Most recent by Ryan_W February 18, 2019 8:17PM
  • On occasion I will pay a contractor to do a small odd job for me; for example, I recently hired a student to write a simple computer program, and a professional artist to do a custom illustration. Neither one made me an invoice or receipt; I just paid them in full as soon as the job was done. And I don't have SIN numbers, which is required if I wa…
    lzr9000 6 views 1 comment Most recent by Ryan_W February 18, 2019 8:12PM
  • I have two accounts - a trust account and an operating account. When I process credit card payments, they go through the operating account and then are transferred to the trust account. These payments are NOT income until I remove them from the trust account when they are earned, which occurs later on . My questions are as follows: 1) How sh…
    wynnel 10 views 2 comments Most recent by wynnel February 18, 2019 4:40PM
  • I am looking for help moving transactions from my Wave business account to the personal account, very much like what is described in this article: is discussed there, Ihave a single-member LLC and am often times making personal purchases with my business accounts which I would like …
    Michael Voccola 2.1K views 25 comments Most recent by Michael_Drowley_1 February 18, 2019 3:28AM
  • Hi I changed the fiscal year end to June 30th and when you go to report for the firs time it takes the correct date duration from previous year to this year, (please check the attach images) but when we select different year or even the same year again it start and end dates change to Jan 01 to Dec 31st
    VinR 39 views 6 comments Most recent by realize February 17, 2019 5:01AM
  • Hi, I have an invoice that has been raised on 10 Feb 2019 Paid via stripe on 14th Feb 2019 It's not showing in accounting?
    snappyfish 7 views 1 comment Most recent by snappyfish February 16, 2019 9:42PM
  • 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 810 views 9 comments Most recent by GeneC February 16, 2019 4:19PM
  • I'm a freelancer in Belgium, and the general take here is that for every paid invoice I should set aside 50% of it, that will end up in state taxes and national security/pension funds. I opened at my bank a checkings and a savings account, and every time I get paid I transfer 50% of the sum to the savings. Once tax season comes up, I use those …
    tomorrow 8 views 3 comments Most recent by Mikeg February 16, 2019 3:01AM
  • I'm new to wave and new to accounting, and just trying to figure this all out, so forgive my ignorant question...but is there a way to earmark or "save" some money toward a known future expense? Can I set aside a certain amount for maybe property taxes I know come once a year, and I want to save a portion each month toward that. I see in the bui…
    TrapDoor_Creative 12 views 2 comments Most recent by TrapDoor_Creative February 16, 2019 2:54AM
  • How should I handle cash back rewards from the credit card I use for my business? The cash back reward gets automatically applied to my balance, reducing what I owe. I don't want to chart it as Income. Should I create a new chart of account in the Assets or Equity section specifically for the cash back reward? Any other suggestions?
    BernieB 12 views 1 comment Most recent by Mikeg February 15, 2019 11:49PM
  • Hi, I am brand new and want to have separate pages to log my transaction categories from the personal page and business page. Can we do that? Also, I don't understand why the account balance report page doesn't allow you to pick out multiple categories to review and print. It seems to only retrieve all expenses or just one.
    Acoffman 9 views 2 comments Most recent by Acoffman February 15, 2019 9:31PM
  • Since Wave can no longer connect to HSBC Canada we've been forced to go old-school & manually import transactions -- fun times. However, manually importing statements is no longer working. We've just tried to import multiple statements but only just realized that nothing actually happened. What I mean is that the statements all upload just …
    powermod 12 views 1 comment Most recent by Samd February 15, 2019 9:30PM
  • Hi - Has anyone every had invoices that are missing in the Transactions section? I'm looking in the invoices section and I clearly see them there and marked as paid, but they are not found in Transactions at all. I have everything in Transactions already categorized so now I have no idea where these "missing" invoice records are. The only records …
    ctdook 10 views 8 comments Most recent by JamieD February 15, 2019 4:30PM
  • I had requested an amount XX to buy an asset on behalf of the company where I provide consulting services. So the the company transferred the agreed funds to my savings account, but later decision was made that the purchase had to be done by the company itself and thus I returned the funds transferred to savings account. Kinldy advise how do i r…
    Nilay_Shah 8 views 1 comment Most recent by Mikeg February 15, 2019 12:21PM
  • Hi! I am new in the community so hope I post my question to the right discussion chain! I was going though my bank account in wave and noticed that my bills are credited twice: the date I created the bill and the date the bill was paid. Screenshots bellow: I tried to correct it though Transactions, but there is no option to credit a …
    Julia1 14 views 4 comments Most recent by Julia1 February 15, 2019 7:49AM
  • I am trying to following the guidelines here: However, it's not working properly as I have NO Payments by Wave account. So, when I get paid through Wave, I have 3 transactions but all three are associated with my Cash on Hand account. I'm…
    TrueFireDesign 14 views 3 comments Most recent by TrueFireDesign February 15, 2019 5:01AM
  • Hi there guys. I have sold two items online and have posted them. I am trying to see where I can categorise the price of my postage costs but can't see anything. I was going to create a postage expense under operating expenses but according to google the postage costs isn't considered an operational expense, its considered an administrative exp…
    accounting4me 14 views 7 comments Most recent by accounting4me February 15, 2019 2:17AM