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 16 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 opened a new business account with RBC and successfully connected the account, however it is disconnecting and sends me an email to reconnect the account which I manage to do successfully but disconnects again. Really frustrated.
    freshbite 15 views 2 comments Most recent by nhbanks_gmail September 26, 2021 10:53PM
  • Greetings, We have a small Boutique and use Square POS. Sales from the boutique are automatically deposited twice a week (Friday's Sales, Saturday's Sales) and whenever I get around to it, I do a third deposit of any random sales that involved cash & checks. I'm brand new to Wave Accounting and the idea of business accounting as a whole. I…
    Flopbot 7 views 1 comment Most recent by Flopbot September 18, 2021 8:06PM
  • The other day, I logged in to find that my credit card had become disconnected. I reconnected it and let it sync my transactions. I merged/deleted all duplicates thinking that the disconnection/resync process had caused the duplicates. I logged in again this morning to find that my transactions are still duplicating. Asked the bot. Looked at help …
    ValRaSe 3 views 0 comments Started by ValRaSe September 16, 2021 2:41AM
  • 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 1.6K views 26 comments Most recent by valleydomes September 7, 2021 6:28PM
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  • Last week BMO rolled out new online banking and a new mobile app. I assume they also rolled out a new API. No one is able top provide any insight on or an ETA for reestablishing the connection. I was pointed to the manual procedure of downloading a Quickbooks file from the bank and importing into Wave. That requires watching for overlap as it do…
    petes 2.2K views 43 comments Most recent by WRFU September 1, 2021 5:04PM
  • For everyone who is having problems with PLAID and it's bank connection I thought I would give an update with information I learned from a call I just made to BMO. I spoke with a manager and she told me that PLAID has been blocked as they are not a secure platform and puts your bank account at extreme risk. She went through the process of download…
    Daren 27 views 1 comment Most recent by pcsmarts August 31, 2021 11:52PM
  • Hi, I'm having trouble connecting my Wells Fargo accounts to Wave. I can access my account fine. After entering my credentials and then the 2-step verification code sent by text, I get the following error:
    JLook7 6K views 18 comments Most recent by surfinashwave August 30, 2021 7:35PM
  • I am brand new to Wave. Trying to establish the initial connection to my Wells Fargo business checking account. I receive the following message: "Your bank needs you to review your account details. Log in to your online banking and fill out any information that is required, then try connecting to Wave again.". I login to Wells Fargo, not…
    hollyivy 906 views 13 comments Most recent by surfinashwave August 30, 2021 7:21PM
  • Greetings, I'm BRAND NEW to Wave (and business accounting as a whole), but have been using programs like Quicken for many years. This discussion started out as a question about unsupported banks. However...I found my bank is supported!!! For anyone who happens to be using Farmers & Merchants State Bank (https://www.fm.bank/) and happens to…
    Flopbot 8 views 0 comments Started by Flopbot August 27, 2021 3:36PM
  • I have a bank connection with SunCost Credit Union. It has been working wonderfully until this month where it has stopped importing all transactions. I have not been able to determine a trend as to which are importing and vise versa. Wave Team: please research and fix this issue. Thank you! Angie
    ynkesparkle 6 views 1 comment Most recent by ynkesparkle August 20, 2021 5:21PM
  • Is it even possible to get a hold of a REAL human on Chat? Your Mave robot is very insistent, telling me "I’m sorry, I didn’t understand your question. I'm still learning!" and refusing to connect to a human who might not need to still "be learning." Mave is the artificial ingredient in Artificial Intelligence.
    loosefast 42 views 3 comments Most recent by Spoon2456 August 16, 2021 5:39PM
  • Wave is able to connect to my bank (https://www.firstfed.com/). The bank connections page doesn't show any errors and the account balance number updates to the correct amount as that changes. The problem is that Wave does not download any transactions. This is happening across multiple accounts at the same bank. The FAQ pages are not really rele…
    MalcolmReynolds 365 views 13 comments Most recent by WandaJo August 13, 2021 5:04AM
  • 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 291 views 11 comments Most recent by UserNameisTaken August 11, 2021 7:10PM
  • Bank connection that has been established for over a year and working well has not updated in 2 weeks. There are several transactions during this period. It is a large US bank. Further, in an attempt to delete the connection and reconnect, the software will not allow me to delete it without redirecting payouts. Yet it will not accept the change…
    ken_bail3y 93 views 22 comments Most recent by mattsm August 11, 2021 2:33PM
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  • 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 1.4K views 53 comments Most recent by Daren July 27, 2021 1:51AM
  • I'm looking to send in a request to add Kabbage Business Checking to your list of banks and I don't see how to do so in the Connected Accounts tab. I can search for "Kabbage" and nothing turns up and I don't see any links to submit a request. It's an American Express company.
    DennisD 56 views 2 comments Most recent by Iplish July 24, 2021 5:45PM
  • I have a Venmo credit card issued by Synchrony Bank, but Venmo Credit Card only uses the Venmo app for account management, so there is no login for Synchrony Bank available. Is there a way to connect my credit card to Wave?
    msrvd 1 view 0 comments Started by msrvd July 13, 2021 2:35PM
  • I connected my Citizens Bank Business Checking Account, how do I connect my Citizens Bank Business Credit Card? Accessed via: citizensbank.com/businesscreditcardonline Where it goes to: https://www.centresuite.com/Centre/Public/Logon/Index?ReturnUrl=%2fCentre%3fbusinesscreditcardonline&businesscreditcardonline I believe after the login is au…
    JeremyE 1 view 0 comments Started by JeremyE July 13, 2021 1:17PM
  • I recently got a new credit card account at Chase bank. I already have my Wave account connected to Chase bank. Is there a way for the connection to be "refreshed" and the new account recognized and added. It appears that I have to create a new connection and exclude the accounts that I have already so that I don't have duplicate imports…
    Jeff_Voegtlin 106 views 6 comments Most recent by cmwebvato July 10, 2021 2:41AM
  • 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 11 views 3 comments Most recent by RWVNRAL July 8, 2021 7:28PM
  • As we all know, Wave no longer works with BMO. Their error message says we need to contact our bank. I did so and got this reply: "I wish to advise that BMO currently has no partnership with Wave. As a result, while it is possible that changes to our security protocols has impacted the ability of this software to connect to our services, we …
    UserNameisTaken 42 views 4 comments Most recent by Daren July 8, 2021 6:27PM
  • 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 84 views 4 comments Most recent by UserNameisTaken July 5, 2021 6:50PM
  • 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 300 views 5 comments Most recent by UserNameisTaken July 5, 2021 6:49PM
  • Your bank connection used to be extremely good, the new one sucks! I reconnected my RBC account it works for that one day then stops and says the connection isn't working and forces you to go through putting in the passwords all over again. Only to have the same thing happen the following day. Wave has now gone from being one of the best tools a…
    MartyD 3.8K views 184 comments Most recent by motorambler July 5, 2021 4:38PM
  • Hello, I recently started using Wave and I cannot link the BMO account to the Wave account. Any ideas why? Thank you.
    suzana 11 views 0 comments Started by suzana July 3, 2021 9:37PM
  • Same issue everyone else is having no idea how to contact support about it pointless to keep trying to reconnect
    RobinJ 3 views 0 comments Started by RobinJ July 1, 2021 12:08AM
  • Hi all, I'm having trouble connecting to Alliant Credit Union. Wave will ask for password, remember account, and authentication number. After I submit authentication number, Alliant Credit Union will be prompted again to send me an authentication number. Not sure what's going on.
    SMLLCSCorp 42 views 2 comments Most recent by AnnieActs June 30, 2021 7:40PM