General Discussion

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Discussion List

  • I am a new user, Like today is my first day, just signed up. I tried to connect my Capital one Business accounts to wave to get started. Complete Fail, Wave crash and burned !! Wave is not compatible whit this very popular bank. This leaves me very frustrated, I guess I may have to stay with Quicken for Home and Business after all. My first impres…
    Electrofex 1 view 0 comments Started by Electrofex April 7, 2020 12:31AM
  • Since I only just learned how to set up petty cash in Wave, my 2019 cash deposits were only the difference in the cash box between the end of the day and the beginning of the day. Thus, on days when I had to pay my farmers-market fees, those amount had already been taken out and, although they were recorded in Square as "paid outs," ther…
    CottageOven 11 views 0 comments Started by CottageOven April 4, 2020 6:04PM
  • Hello, I sell my products at farmers markets and use a basic "cash box" (actually, a fanny pack) for handling cash sales during the market. I always start with a certain amount in the box, sell at two markets during the week, place the day's cash income into a bank-deposit envelope, leaving the original amount in the box. Then, once a …
    CottageOven 25 views 7 comments Most recent by CottageOven April 3, 2020 3:24PM
  • It's really sad to see such a great company and platform devolve within the last 6 months. It was such a joy to use and helped me as a small biz owner immensely. Then in January, in the middle of the busiest month for getting taxes and W-2 and 1099s ready, they announced a new platform Plaid for importing transactions, which prevented us, and man…
    CultureGap 58 views 5 comments Most recent by Clifton April 2, 2020 2:10PM
  • Hi. What is the best way to deal with 2 divisions of my company. My son and I are both Consultants and we have separate bank accounts at separate banks, but its all under the same corporation, so I'd like to run both divisional and combined reports. What is the best way to do that with the least amount of manual consolidation?
    DieterDorin 3 views 0 comments Started by DieterDorin April 2, 2020 2:33AM
  • Let's report what is going around you and be professional about it.
    Security 5 views 0 comments Started by Security April 1, 2020 5:33PM
  • Can't attach to WaveApps this morning. Says DNS error for Cloudflare. Anyone else having this issue? Anyone know when it will be resolved? Rusty
    Rusty 19 views 18 comments Most recent by ConnorM March 30, 2020 7:43PM
  • Hi there! This is a new problem starting today. I added some transactions to my checking account and the balance updated correctly. But adding transactions to my credit card, the balance is not changing. I am not doing anything different from the past, this is just a problem I'm having today. I manually enter all my transactions. Anyone else exp…
    FivePointsThreads 8 views 2 comments Most recent by BarsinA March 24, 2020 8:55PM
  • can an editor delete an invoice?
    Olivers 10 views 4 comments Most recent by BarsinA March 23, 2020 2:51PM
    When I login the dashboard is just spinning. Is anybody else seeing that?
    JFP 12 views 1 comment Most recent by BarsinA March 23, 2020 2:35PM
  • Up until recently I was automatically importing my credit card transactions from EZcard. Something happened and now I'm accessing my card transaction info directly through my primary bank. Unfortunately, my credit card is showing up in the Cash and Bank section, and not the credit card section. Anyone else have a similar situation. I figured …
    CaliberExchange 16 views 1 comment Most recent by ConnorM March 20, 2020 5:07PM
  • I have a Canadian Home Trust Visa. Online services are provided by ezCardInfo. Import used to work just fine. As I try to migrate to the new provider, it's insisting that my CAD $ account is somehow a USD $ account and won't let me link it to my Canadian account. I've checked for profile settings in ezCardInfo (there are none). Anyone have an…
    DaveK 30 views 7 comments Most recent by ConnorM March 20, 2020 4:15PM
  • Hi all, I have installed Wave and have created users for my team. I have created customers with associate details and added product lines. How do I get my users to access the same data
    Csntech 8 views 1 comment Most recent by ConnorM March 20, 2020 1:24PM
  • Hi I'm not sure that I am in the right place. I am trying to find out if you can manually enter receipts.
    DonnaP 17 views 10 comments Most recent by EmmaP March 19, 2020 5:37PM
  • Hello all, I have a catering company and a client paid for their event in full with a credit card and recently canceled due to the Corona Virus. I refunded the card for the full amount. Now, I have an invoice showing a balance due. I can't delete the invoice. How do I deal with this invoice that will never be paid due to the cancelation?
    AnthonyG 22 views 1 comment Most recent by ConnorM March 18, 2020 7:05PM
  • Trying to connect to my American Express account. All I get is this message. I've tried repeatedly. No information is provided as to why it won't connect. I can log in to Amex with this account fine. in another browser window. (Image)
    thedjm 39 views 8 comments Most recent by ConnorM March 18, 2020 5:04PM
  • Hi, I know we can add expenses on the web version and by taking pictures with a cellphone. However, I'm looking for a way to add transactions easily, (without having to sign in everytime) and for the one I don't have a receipt to take picture of. I want to be able to do it from my mobile phone. Are there any integrations or workaround you…
    david007co 15 views 2 comments Most recent by david007co March 16, 2020 7:05PM
  • I am intensely frustrated. After spending hundreds of dollars in consulting and dozens of hours setting things up, Wave has become unusable over the last year and there's nothing I can do about the fact that I paid up front for functionality that was later removed. First, forwarding inline receipts was silently removed. I have had a todo item to …
    bd3517 127 views 5 comments Most recent by ConnorM March 11, 2020 5:12PM
  • Can anyone explain why recurring invoices are STILL being sent from an archived business?
    justinmccall 14 views 1 comment Most recent by ConnorM March 10, 2020 8:13PM
  • We changed business number (and therefore payroll #) on Jan 1 2019. I did not change the BN as I assumed I would do it when I did the books this spring. However, it won't let me back date the change any further than 2020 Jan1. It doesn't matter except for now I cannot properly do T4's as the BN is still the old one. If I set up a new business (…
    corkatoa 12 views 1 comment Most recent by ConnorM March 10, 2020 3:58PM
  • I am new to wave. In my business, clients pay at the time of they see me for therapy. I first tried simply to change my settings and change the INVOICE to RECEIPT. Then I realize I should probably flow with the wave set up and do the 2 step Invoice and then acknowledge payment and follow up with receipt. Even though I do not need an invoice bu…
    ChantalC 18 views 1 comment Most recent by BarsinA March 5, 2020 10:36PM
  • Hey there. Is there anyway to create a report that shows income and expenses with the photos attached? Thank you!
    Knystrom 20 views 1 comment Most recent by BarsinA March 5, 2020 9:49PM
  • Hi, My account is not working for importing transactions from TD Bank. See attached screenshot. I am not sure what it impacts. All of my Payroll and Business transactions are connected with TD bank. I have sent multiple support emails without any help from Wave. I like to know when will this get fixed and also will it affect my automatic payments …
    waxoxo 18 views 0 comments Started by waxoxo March 3, 2020 7:10PM
  • I need to transfer the accounting of a small business from Simply Accounting to Wave. Can I transfer the accounts from the Trial Balance at end of year in Simply Accounting to a new Chart of Accounts in Wave, then what?
    Gerwald 30 views 5 comments Most recent by EmmaP February 28, 2020 2:46PM
  • Not sure if this is the correct area for this question. I just purchased multiple assets that will need depreciated. Is it best to put them all in 1 depreciating asset account with 1 corresponding Depreciation account and just put all the entries there? or should I create a new account for each asset with it's own depreciating account and an acc…
    Farmer_Frank 15 views 1 comment Most recent by Mikeg February 28, 2020 2:36AM
  • I needed to pay a bill in cash and took a cash advance from my credit card, I then used that money to pay the bill. My question is how was I to enter this? The cash advance comes from my credit card. Do I put this into cash on hand? And then somehow pay the bill from cash on hand? This is messing up my reconciliation. Any advice is apprecia…
    Engineer 27 views 1 comment Most recent by Mikeg February 12, 2020 1:42AM
  • I am trying to switch over from Quickbooks to Wave. I entered in my outstanding invoices from 2019 into wave. I see where one of my deposits were payments on a few of those invoices. How do I take that deposit and make it reflect as payments to those invoices?
    stauffer2 19 views 1 comment Most recent by David_autofile_ML February 11, 2020 1:14PM
  • I made a mistake creating an invoice and would like to delete it. Does anyone know how to delete an invoice which is not needed
    Acastelli10 21 views 1 comment Most recent by David_autofile_ML February 11, 2020 12:57PM