Bank Connections

For the discussion of bank connections and importing transactions.
 

Discussion List

  • In addition to manual entry of transactions, Wave offers the ability to import your transactions in Microsoft Money (.OFX), Quickbooks (.QBO), Quicken (.QFX) or Simply Accounting (.ASO), and Comma Separated Value (.CSV) formats. If you are wondering about these methods, our Help Center is a great place to start. These import options make it easy t…
    Charlotte Announcement Closed 1.3K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • I've been searching the forum and seeing some ways to get around this but they all look pretty confusing. I thought I might ask this. If I have one ABN (Australian Business Number) and two businesses that I earn money via, instead of creating 2 separate businesses where I cant share the bank accounts between, can I just have one business in Wave b…
    brazmus 2 views 0 comments Started by brazmus August 25, 2019 7:34AM
  • Constant error message: .... Wave is having difficulty communicating with your bank. Try connecting again in a few minutes. If this doesn't help, visit our help center Background: 1. I have a BMO (canada) business mastercard 2. I have a BMO (canada) business checking account I use the same interface to login above two accounts: https://www1.bmo…
    abcde 6 views 0 comments Started by abcde August 24, 2019 3:13AM
  • Hello - Our TD Credit Card Services (USA Visa) has not imported for 1 week. I know they changed their online portal recently. Is this a known issue?
    pbaron 6 views 3 comments Most recent by 333marketing August 22, 2019 8:39PM
  • I tried several times to link my Netspend business account to Wave and fail everytime. Your bank's website appears to be experiencing technical difficulties. If you can successfully log in to your online banking, please try connecting or updating again in Wave. If the problem persists for 24 hours, please visit our help center._
    vanderhorst1972 9 views 1 comment Most recent by ckeen_1244 August 20, 2019 8:12PM
  • Hi, about 3 weeks ago wave stopped being able to connect to my account (Cumberland BS UK) it says my credentials are incorrect when they aren't. Tried re entering them numerous times, and eventually removed the bank connection in an attempt to reconect the accounts but infuriatingly it still says that my login details are incorrect - when they are…
    STA0987 143 views 18 comments Most recent by alexlewiszarkos August 16, 2019 7:44PM
  • Good Day I am in serious need of help on my wave app account. I have noticed that I have a duplicate of my bank accounts and need to remove one. I have read that you cant delete it and just archive it, my problem is the transactions still show up on my reports and it is affecting my numbers and i need to submit my things to the book keepers. Pleas…
    Johnathan1991 14 views 1 comment Most recent by Barsin August 16, 2019 7:27PM
  • Whole point of using wave is to connect multiple accounts. I have been trying for over month to connect Citi and it just gives error that cant connect at this time. I was told you were working on it but still wont let me connect. Now I opened US bank as it is major institution so I figured safe. However it wont connect. I login just fine and then …
    austinandersen 11 views 2 comments Most recent by alexlewiszarkos August 15, 2019 7:54PM
  • I recently discovered (to my horror) that QuickBooksOnline regularly misses ~5% of my banking records. For whatever reason, its nightly process to connect to my bank (Royal Bank of Canada) fails, and no records are downloaded for that day. It does not try again the next day, and does not alert me to the error. This issue is not documented, and QBO…
    SarahNorthway 16 views 2 comments Most recent by SarahNorthway August 13, 2019 7:50PM
  • Hi, Previously I have done my accounting by hand with Excel but I want to move over to Wave. However, I'm stuck with trying to import my bank account statements. I first tried to connect my bank account (BNZ Business) but after entering my details and clicking the "connect" button, nothing happens. I have tried this on multiple browse…
    PeacockSolutions 155 views 21 comments Most recent by Barsin August 13, 2019 7:10PM
  • Hi, I am trying out Wave for the first time. I connected my Chase Bank and my Capital One credit card. But when I try and add a Citi credit card, i get the error "there is a technical issue between Wave and your bank". Not sure if this is why, but Wave is trying to connect to: https://www.citi.com/credit-cards/citi.action And that is…
    helpmeplease 208 views 9 comments Most recent by austinandersen August 10, 2019 4:30PM
  • How can I see the transactions which make up the "Less Payments to Government" amount on the Sales Tax Return. The figure is slightly higher than the total payments actually made. Is there are way to get a breakdown of what is in there? Thanks
    SusanH 6 views 0 comments Started by SusanH August 10, 2019 9:07AM
  • I have been with Wave for a couple years. Yesterday I logged in and was told that the connection to my bank had expired. But when I go to update in Wave it just gives me the screen with the spinning wheel and does not take me to the location where I can enter my login to my bank. Has anyone else experienced this?
    thedeiter 19 views 3 comments Most recent by Myron August 9, 2019 6:44PM
  • I'm following the steps to connect with my bank account. I am able to get a list of all the accounts I have available with my bank, which are 10 in total. However, the list of available accounts I can link to only shows 6 of them. The one I want to link is not showing up in the list of options; it is a regular checking account. Please help!
    myselfo_andreavilla 11 views 1 comment Most recent by Myron August 9, 2019 6:06PM
  • Hi, I recently changed my business bank account from Bankwest to HSBC (Australia). It seemed to connect fine but recently it just stopped connecting. I've tried all the steps and reconnecting the whole account but wave just says the bank account is not supported (but I can upload statements manually, how helpful, I might start casting my own bronz…
    paddyhazard 39 views 3 comments Most recent by JamieD August 8, 2019 7:55PM
  • My bank shows that it should be importing with the green button on. My transactions are not importing. I have toggled off and on and clear cache.
    tormcgraw 1.1K views 34 comments Most recent by Myron August 7, 2019 7:49PM
  • My TD Bank account is not updating on Wave. I hit "Update Now" and it looks to be working but then it doesn't update (see screenshot). I have tried re-entering my credentials, but that doesn't work either. Help! (Image)
    sundayfunday 434 views 22 comments Most recent by JamieD August 7, 2019 6:52PM
  • 2 accounts I have at the same bank have stopped importing. I reentered my credentials and they say imported an hour ago but still nothing after May.
    NICHROCKS 23 views 3 comments Most recent by alexlewiszarkos August 2, 2019 8:29PM
  • I have business account at Bank of America and have a business credit card. It's monthly balance is shown under a business corporate account (separate from my business banking account which shows banking trxns). The business corporate account only shows the card balance due for each period, but does not show card transactions. Card transactions a…
    Harith 15 views 4 comments Most recent by Myron August 2, 2019 8:07PM
  • I am trying to import old bank transactions into the wave system i downloaded them as both CSV and QFX file types but when i try to import them it tells me "something went wrong with your file upload. Try confirming that the file type is an accepted file type." I've tried several times and several of the files types but it still keeps gi…
    Bree 11 views 3 comments Most recent by Myron August 2, 2019 6:29PM
  • When I first started using Wave, I was able to connect to my Keybank account with no problem. Within 2 weeks the connection was lost and I have been unable to connect since. Previously I had to connect using the personal link for keybank even though it is a business account. Now the personal and business links wont let me connect. It keeps saying …
    astramiello 11 views 2 comments Most recent by jimmiesner July 31, 2019 3:43PM
  • Hi Guys I believe you had some issues in the last few weeks where several Bank Connections were not updating. I had seen an updated post that this has been fixed. However I can see that the balance does get updated but no transactions are being imported. Bank Affected: Bankwest Business Australia
    limaecho 58 views 16 comments Most recent by Zoe_caff July 30, 2019 3:18PM
  • Before RBC bank, we used to work with TD bank (both Canadian business accounts). We never had an issue with TD but now that we are using RBC, the transactions are not syncing. I do see both the RBC account and the Tangerine credit card in my dashboard but when I check my transactions under the accounting section, I don't see the transactions that …
    Sergio 6 views 1 comment Most recent by Zoe_caff July 30, 2019 3:16PM
  • I am trying to import all the transactions for 2017 through 2019, but only the last 3 months of transactions get imported in Wave. Tried refreshing the updates, which is runs, but does not import any new transactions. The balance reflects the correct amount though, but no old transactions.
    atshah 9 views 1 comment Most recent by Zoe_caff July 30, 2019 3:10PM
  • I linked my FNB account to my Wave profile this morning. Does Wave technically "login" to the account to pull the necessary information as I got a login notification and it was not me? Thanks
    mpougnet 8 views 1 comment Most recent by JamieD July 24, 2019 5:13PM
  • Hi, please can you assist, my bank connection is not updating, last updated 5 days ago, but connection is made to my bank account as i receive a notification saying i have logged in from my bank.
    Atishj 19 views 1 comment Most recent by alexlewiszarkos July 19, 2019 3:35PM
  • Title really says it all: I can't connect my bank account, and when I try to use the alternative methods it doesn't accept the files (CSV, etc.)
    byjono 76 views 4 comments Most recent by alexlewiszarkos July 18, 2019 5:24PM
  • I have my checking account tied into this app, and it was able to import past transactions. However, this morning I logged in, and there are no new transactions. I also don't see anything indicating it being refreshed, like "last updated hours ago". When will Wave pull in my new transactions from my checking account?
    burgertime 8 views 1 comment Most recent by Myron July 12, 2019 3:33PM
  • I have had no new Transactions pulled in since the 23 February, the balance is correct to the banks, I have done the hard refresh, edited bank credentials and even deleted the bank connection which resulted in having Duplicate transactions which I have just finished sorting out again, is this going to be an ongoing issue or am I going to be forced…
    Lindaa 124 views 20 comments Most recent by Lindaa July 11, 2019 10:14PM
  • I am wondering if there is any news on the ongoing issues with Bank Connections with some banks, in my case HSBC.com.au ? This bank connection was off for 6 weeks earlier in the year and i was able to successfully reconnect it around 27th March, however after another week or 2, it stopped again. I have deleted the connection but am unable to co…
    Billy 17 views 7 comments Most recent by Myron July 9, 2019 4:25PM
  • I've been trying for DAYS to have my TD Bank Business Checking account linked to my Waves account. Every time I put in the information and hit submit, it just sits there doing nothing. No message saying incorrect, no anything. Just sitting there like had yet to hit the submit button. Any suggestions?
    otisjiry1 19 views 5 comments Most recent by JamieD July 3, 2019 6:19PM