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 1.6K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • In the UK the automatic bank connection is not supported anymore, however somehow I still get some transactions from begining of this month visible in the program? Never mind, this is not my main problem, my problem is that I am just a small sole trader and my connected bank account is my private account as well so it is a nightmere to filter my o…
    Milosz 2 views 0 comments Started by Milosz January 22, 2020 6:21PM
  • 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 20 views 2 comments Most recent by Doug1993 January 22, 2020 1:13PM
  • AvaAva
    I want to be able to update my bank account transactions more than the WAVE automated once every 24 hours. Is there a way to manually do this (as in the older version) without getting duplicates?
    Ava 74 views 9 comments Most recent by Deepblue626 January 21, 2020 11:13PM
  • Prior to the banking transaction imports improvement, I was connected to Frost Bank. Now, Frost Bank is not appearing to reconnect to. Is it no longer supported?
    tormcgraw 10 views 3 comments Most recent by EmmaP January 21, 2020 7:11PM
  • Hi Wave Team I have been trying for over a week now to import bank statements using csv as i do not have the other formats, I have been to the help centre and have edited the CSV file as required and I have not been able to import. I keep receiving the error that it must contain amount, description and date column. I have tried with 1 and 2 amoun…
    Roxanne_12 13 views 3 comments Most recent by EmmaP January 21, 2020 6:27PM
  • Hello, Since the switch to the new account connector service, I cannot connect Wave to the BoA business checking account that has worked for the past 4 years because the new service doesn't support MFA. Turning off MFA violates company policy so that is not an option. Seeing as BoA is one of the largest banks in the world, I would hope there is ef…
    blackbird33 5 views 0 comments Started by blackbird33 January 21, 2020 7:49AM
  • 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 590 views 32 comments Most recent by petes January 20, 2020 10:40PM
  • Hi! Even though I was able to successfully connect to my bank (Popular, out of 6 accounts that exist there, the two that I actually need to import into Wave are the ones that are missing. Help?
    hamdingers 43 views 5 comments Most recent by Liam_T January 19, 2020 11:21PM
  • 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 66 views 6 comments Most recent by WestCoastLady January 18, 2020 12:55AM
  • My bank connections were paused, I resumed one of them, but the other is not working. Live chat apparently is not ever online right now, and the help links in the app don't work! I can't integrate with my bank, and I can't contact Wave to report the problem! Also - I no longer see bank account information on the dashboard page - this was quite h…
    TomCooper 52 views 8 comments Most recent by motorambler January 17, 2020 2:36PM
  • I use Fifth Third Bank and when I try to reenable connection I get an invalid User name/password message. Works fine on the banks website and it worked fine before changes. Need help.
    Toly 5 views 0 comments Started by Toly January 17, 2020 2:32PM
  • My chequing account is the only one of my Vancity Accounts that is connecting/importing. I'm wondering on what the timeline for other Vancity accounts like Membership Shares or Vancity Visa? Can you guys release a roadmap/timeline for implementation? It would be a huge benefit to all of those (like me) who own a small business and rely on the au…
    Griz 23 views 4 comments Most recent by ChrisTen January 16, 2020 8:19PM
  • Since the changes made a few days ago it says all my bank connections are off. When I click on the icon that says off with the sentence "Automatically import transactions into accounting" beside it it will tell me to retry because user name is wrong. The user name is the bank card number but unfortunately I have a new card and dont have…
    Marge 23 views 1 comment Most recent by ConnorM January 16, 2020 8:00PM
  • A transfer out on my bank account was posted by Wave as a deposit. Has anyone had a similar experience?
    Dwight_Pilgrim 5 views 2 comments Most recent by Dwight_Pilgrim January 16, 2020 7:43PM
  • Hi - when I signed into waves today, it asked me to re-enter my bank credentials - which I did - I then noticed that the auto import from the bank account was not turned ON. So when I turned it ON, it re-imported all of the transactions again and now I have double entries of the same transaction from the same bank account. How can I fix this? I wo…
    karthikshan 21 views 7 comments Most recent by ConnorM January 16, 2020 7:20PM
  • When can I expect to see the bank we use in the banks that are available to integrate?
    ScottSilverstine 3 views 0 comments Started by ScottSilverstine January 16, 2020 12:43AM
  • We set up a new bank account for our Ebay business to use in addition to Paypal as our primary incoming/outgoing funds. When I try to add our bank (Nicolet National Bank) it fails every time. I'm thinking it may be because there are a few selections to make on the main bank page (select login, select business, then enter login info). Is there a …
    tegwilym 18 views 3 comments Most recent by ConnorM January 15, 2020 7:55PM
  • I have four accounts at my bank, but only want to use one Business Account in my Wave Accounting. How can I do that?
    Orangeone2345 11 views 1 comment Most recent by ConnorM January 15, 2020 7:32PM
  • Is there a way to connect my PayPal account to wave so that it automatically income payment transactions into my wave account? I dog sit through Rover and they send payments through PayPal and then I transfer it to my bank account. I am new to the self employment and side hustle game, just learned that I should have been keeping track of income an…
    Lrozensky 15 views 1 comment Most recent by ConnorM January 13, 2020 7:27PM
  • Hello, Since the new connection page that was launched a few days ago, I can't find a link for my MBNA Canada account. This previously worked fine. Any ideas?
    glover_m 24 views 5 comments Most recent by ConnorM January 13, 2020 6:28PM
  • I was chatting with an unrelated Wave user. I was describing my problem and they have a different interface (including button text) as well as different integration options. I am trying to integrate a Citi credit card but nothing is working. On his view on the main view he has "Citi Credit Cards". I do not. I can't even search for i…
    doughboy 9 views 13 comments Most recent by BarsinA January 9, 2020 7:10PM
  • The Helena Community Credit Union recently changed its name to the Intrepid Credit Union. Nothing else has changed (same routing number, etc). All I want to do is edit/change the bank name in my WAVE account. I can't find any way to do this. Can you direct me to find some way to do this?
    PhilR 7 views 4 comments Most recent by PhilR January 8, 2020 3:59AM
  • I have several clients who use Wave and who are all currently having trouble with their bank feeds not pulling in transactions. This has happened on more than one occasion. It has gotten to the point that we cannot rely on Wave anymore and we will actually be considering other online accounting software solutions. I'm sorry to say Wave support has…
    Linda_Anderson 49 views 3 comments Most recent by AlexL January 7, 2020 6:39PM
  • 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: (Image)
    JLook7 24 views 7 comments Most recent by AlexL January 7, 2020 4:14PM
  • hi there my transactions haven't updated since december 13th. I've updated my card and no luck. The entire option on the dashboard is gone. Am i missing something?
    stressless_1 23 views 1 comment Most recent by AlexL January 6, 2020 4:18PM
  • I have to manually press update for my credit card transactions to appear in WAVE. But this time Wave confirmed it had updated connection/Visa transactions but they are not appearing in Wave.
    Heather_Donaldson 13 views 1 comment Most recent by AlexL January 2, 2020 3:24PM
  • Yes, I know Wave lists the banks they connect to but that doesn't mean they work. I've already opened one account at a bank that's listed, and it doesn't work. (Eastern CT Savings Bank) - So, what bank do you use that you KNOW connects? And yes, I do know I can import the transactions. That's a pain. (Berkshire Bank out of Massachusetts connects b…
    Shirley_Prints 20 views 0 comments Started by Shirley_Prints December 18, 2019 7:51PM