Bank Connections

For the discussion of bank connections and importing transactions.

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 and 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. Eastern. If…
    AlexL Announcement Closed 15 views 0 comments Started by AlexL April 19, 2021 2:14PM
  • 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 2.3K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • I have 6 business accounts with separate business checking accounts at Wells Fargo. All of them were synching and working until a day or two ago. Now, only one of the accounts is synching and WAVE doesn't even see the rest of them. I have tried multiple times to connect the errant accounts but each time I go through the process (successfully as…
    RWVNRAL 10 views 2 comments Most recent by KiahD June 23, 2021 8:18PM
  • SO I can't connect to BMO. That's already strike 1. That's a pretty big bank that's not connecting to to Waves. I am trying to upload my CSV files now for my bank statements. It's giving me error after error. I changed the dates to the correct format and it's still saying that the dates are the problem. Has anyone had this issue? I'm about to give…
    Sheilaplume 316 views 24 comments Most recent by highlevelwealth June 23, 2021 3:38PM
  • Since WaveApps switched to Plaid to connect bank accounts to Wave, I have not been able to connect to my banks business portal (Columbia Bank State Bank). My bank changed to a new system that has 3 fields to enter login information: Company ID, User Name and Password. The only connection Wave is offering is to the personal banking accounts. I h…
    Tripod_Imaging 182 views 8 comments Most recent by Tripod_Imaging June 22, 2021 6:55PM
  • 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 1.4K views 21 comments Most recent by DrewStationAthletics June 21, 2021 3:54PM
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    theshambalasecret6 4 views 0 comments Started by theshambalasecret6 June 19, 2021 9:10AM
  • Hi I'm new here. I am trying to connect my BMO ebusiness (small business) checking account and I get the error message : No supported accounts Your connection was successful but there are no account types eligible for transaction import. See our help center for more information about supported account types. Am I doing anything wrong? The a…
    DaMan 263 views 10 comments Most recent by DaMan June 18, 2021 2:03AM
  • I have had my bank account (Azlo) setup with WaveApps for a few months, as of a few weeks ago, the connection stopped working. I did not change my username or password on the banking site. When I try to re-enter my credentials, it says "username or password is incorrect". Does anyone know if there is an active issue with Plaid and the i…
    cg0789 202 views 4 comments Most recent by TLCINC_18 June 17, 2021 2:39PM
  • I've been trying to get someone to respond to me on why my payments setup was declined. Run 2 businesses with Wave and have had no issues with my other account. When trying to set up my new business, I was sent a message that I needed further verification. Then live chat said I needed to talk to the Risk Team. Then I got a message saying that I am…
    vwin20 8 views 0 comments Started by vwin20 June 16, 2021 8:15PM
  • The Coast Capital Savings Credit Union bank connection used to work well, but Coast Capital recently performed a platform upgrade that changed how users sign into their Online Banking. They are running the old platform (supported by Wave) and the new platform (not supported by Wave) in parallel, phasing out the old for the new. I recently upgrade…
    Dhruv 384 views 16 comments Most recent by KiahD June 16, 2021 7:54PM
  • I was playing with Wave for a while and now I got the audited BS and TB back from my CPA. I am trying to get this ,my account restarted, including new COA and all new bank balance. IS there anyway I can remove all the old data and do it from scratch?
    GaryYuen 6 views 1 comment Most recent by JulianP June 11, 2021 7:48PM
  • Hi, I am using a membership management software called Wild Apricot. What I would like to do is import our membership sales from Wild Apricot into Wave as accounts receivable, then record our cash deposits using our regular bank statements, and record those deposits against A/R. Is this possible? It seems like I cannot upload to anything but a ban…
    BryceP 7 views 1 comment Most recent by NancyC June 8, 2021 7:06PM
  • BB&T connection has not been working properly since 2 or 3 weeks ago. Is it because of the merge to Truist on the way? This creates headache for accounting. Please help!
    gzhang107 8 views 3 comments Most recent by gzhang107 June 4, 2021 7:21PM
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    promind12solutions 5 views 0 comments Started by promind12solutions June 1, 2021 6:10AM
  • My bank transactions didn't import for over a week, so I disconnected my BMO bank connection. When I went to re-connect it, I discovered BMO is no longer in the list of connected banks?? How can this be? No clue what to do now.
    Cara 43 views 3 comments Most recent by JulianP May 31, 2021 8:43PM
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    biorhythm9system 3 views 0 comments Started by biorhythm9system May 31, 2021 7:32AM
  • Need some help troubleshooting bank account connections. I had a BMO account that was working fine, until I attempted to add a funding account (pointing to the same business chequing)... Now when I attempt to connect my bank account I get a message that there are no valid accounts to be imported... 2 Major issues: 1. Funding account wouldn't aut…
    rdmarty 49 views 8 comments Most recent by rdmarty May 28, 2021 8:55PM
  • I was linked to my bank account (Associated Bank of WI) but then their app required me to change a password back in February. Since then I cannot establish a connection to Associated Bank via Plaid through the Wave app. Each time I enter my username and password, it asks for my code that is texted or called to me, I enter it and it ALWAYS comes b…
    JJKCom 35 views 5 comments Most recent by JulianP May 14, 2021 8:39PM
  • For the calendar year, 2020 bank uploads were not accomplished from March 9, 2020 to December 31, 2020. Is manually uploading the only answer?
    HaagRita 9 views 1 comment Most recent by KristenV May 14, 2021 2:29PM
  • My transactions stopped importing about 10 weeks ago. I tried deleting and reconnecting, and that seemed to work. Then, about 6 weeks ago, same thing happened. Now, it's telling me that my bank connection is down, and to try again later. Can someone look into what's wrong, and if there is something else I can do to get this connection working?
    midwest_kc 21 views 1 comment Most recent by KiahD May 13, 2021 6:12PM
  • For over a week my Scotiabank accounts are no longer syncing with Wave. I did notice that SB recently added multi-factor signin using security questions. I tried turning sync on/off but that didn't help. Would removing the connection altogether and renewing the sync work? Or is this a matter of patience as Wave's integration provider figures thing…
    geoteo 185 views 9 comments Most recent by Mrs_Sparkle May 5, 2021 11:53PM
  • My transactions haven't updated in over a month from First Interstate Bank. I've created support tickets but no one responds. Trying to get some traction here before giving up and going back to Quickbooks.
    Redrock 23 views 2 comments Most recent by Mrs_Sparkle April 30, 2021 3:58PM
  • Today, when I clicked on the dropdown box at the top of my Transactions page, I noticed that a new account had appeared in Cash & Bank (labeled "x") that I did not set up. Has anyone had this happen? I would like to know why it "appeared" and why there are bank transactions booked to this account.
    TDuvall 25 views 3 comments Most recent by KiahD April 29, 2021 6:59PM
  • Hello, I have logged in after few months and tried to connect bank, its just showing transactions till last year. I have connected the bank several times and the bank shows the last amount as balance in the bank but all entries debit and credit both do not display in transactions. It just shows till last year. please advise if anyone knows the so…
    Kashyap2022 11 views 1 comment Most recent by KiahD April 29, 2021 6:36PM
  • I have been having problem importing my TD Bank transactions since yesterday. The connection of the bank seems fine and connected, but there are no transactions shown in my Wave. Does it take up to 7 days as the robot chat says? Thanks in advance.
    kangtee 39 views 9 comments Most recent by sanjeevj April 24, 2021 5:52PM
  • When I try to connect my bank account I enter my credentials and then when it ask to verify identity it freezes and won’t connect.
    Myra 12 views 1 comment Most recent by JulianP April 21, 2021 8:59PM
  • EmyEmy
    I am not able to connect home depot credit card and Canadian tire credit card to my accounting ? Everything is correct username and password
    Emy 8 views 4 comments Most recent by Emy April 18, 2021 7:06PM
  • I just realized that over this past month and a half, Wave has missed a TON of my schwab bank transactions. It's saying the connection is good and that everything is fine, but it's missing a ton of transactions...
    nickhaley 263 views 6 comments Most recent by KiahD April 16, 2021 8:20PM
  • This has been going back & forth with customer service since last August. I was told to delete the bank connection and re-import but that only worked for that one time. The transactions no longer import and I shouldn't have to recreate a bank connection each time in order to force an import. It used to work fine. What is the problem and what i…
    fischerdf 5 views 0 comments Started by fischerdf April 6, 2021 2:54AM
  • Hello, I spoke with Heartland Bank (OH) and they indicated that they sent over the necessary information to Wave to complete the account connections. Is there an ETA on when Wave's IT department will have this complete?
    sblpartners 4 views 1 comment Most recent by AlexL April 2, 2021 7:52PM