Bank Connections
For the discussion of bank connections and importing transactions.
Discussion List
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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…
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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…
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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…
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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…
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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…
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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
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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…
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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…
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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…
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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…
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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?
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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…
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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!
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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.
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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…
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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…
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For the calendar year, 2020 bank uploads were not accomplished from March 9, 2020 to December 31, 2020. Is manually uploading the only answer?
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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?
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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…
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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.
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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.
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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…
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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.
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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.
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I am not able to connect home depot credit card and Canadian tire credit card to my accounting ? Everything is correct username and password
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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...
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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…
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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?
