Help Center Discussion

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  • (Image) Bookkeeping changes to Payments by WaveYou’re sending out invoices, and you’ve set up online payments. You’re all set to take payments with Wave – but what about the bookkeeping? Payments by Wave's new auto-reconciliation makes tracking... Read the full story here
    System 5.3K views 56 comments Most recent by MaxG April 5, 2020 3:23AM
  • (Image) How to save customer credit card information for invoice paymentsIf you do business with the same customer, it is handy to have their credit card information on file. Here's how to save credit cards when you use Payments by Wave. There are two ways you can save ... Read the full story here
    System 6K views 15 comments Most recent by Ajster1989 April 5, 2020 1:54AM
  • (Image) Everything looks backwards! A debits & credits overviewJumping into the accounting world can be a bit scary. There are lots of new concepts to learn, and things may look a little backwards from you personal bank accounts until you get used to the new w... Read the full story here
    System 4.5K views 21 comments Most recent by Eastend_2300 April 5, 2020 12:18AM
  • (Image) How to archive a businessIf you have a business profile you no longer use that is cluttering your Wave space, you can archive it to remove it from your view. Please read what must be done before you can archive your busine... Read the full story here
    System 2.2K views 16 comments Most recent by Brittain April 4, 2020 8:12PM
  • (Image) Dashboard upgrades: Your business at a glanceYour Dashboard is the first place you’ll land when you log into Wave and is intended to help you quickly gather insights regarding the health of your business. We’ve made some changes to help you d... Read the full story here
    System 833 views 18 comments Most recent by Helena April 4, 2020 7:54PM
  • (Image) All about automatically categorizing transactionsOops! Looks like this content is meant for a different version of our accounting application. Head back to the Help Centre home page to search another topic or check out the related articles on the... Read the full story here
    System 9.8K views 98 comments Most recent by JWD April 4, 2020 7:08PM
  • (Image) Tax services with WavePayroll by Wave offers an additional Tax Service for several states within the US. With this service, Wave can pay and file your state and federal taxes when you activate your Payroll account. All ... Read the full story here
    System 8K views 18 comments Most recent by Mikeg April 4, 2020 1:20PM
  • (Image) Adding a Year-End Adjustment to Start ReconciliationIf you have entered transactions in previous fiscal years, but only need to reconcile this fiscal year, you can create an adjustment entry to reset your Wave balance to match your bank balance on t... Read the full story here
    System 660 views 8 comments Most recent by mario_var7 April 4, 2020 9:41AM
  • (Image) Payments setup for mobileYou can turn on payments in the Invoice app, so you can get paid even faster, on the go! We’ll walk through the process to get you started. Please note that if you don't already have a Wave account... Read the full story here
    System 4.3K views 36 comments Most recent by Brittney000865 April 3, 2020 10:02PM
  • (Image) What are customer statements and when should I use them?Customer statements allow you to summarize all the invoices and payments for a customer between two dates in a single view.  Send a statement to your customers if they have more than one invoice ou... Read the full story here
    System 13.2K views 132 comments Most recent by LucidCG April 3, 2020 8:34PM
  • Hi there, I'm trying to connect my Paypal account to Wave but I had no success so far. Every time I try, the integration process completes successfully; but then Wave says that the integration has problems and I need to re-authorize; which I do but then it happens all over again. Somebody have had any problems with this?
    alessandrojcm 6 views 0 comments Started by alessandrojcm April 3, 2020 6:17PM
  • (Image) How do I issue a refund?Sometimes, for any number of reasons, you may have to issue a refund. We do our best to make this process quick, easy, and intuitive. Click Sales > Payments in the left-hand navigation menu. ... Read the full story here
    System 7.2K views 58 comments Most recent by ConnorM April 3, 2020 5:45PM
  • (Image) NEW: Cash flow statementWave performs accounting on an accrual-basis. This means that income and expenses in Wave are recorded from the moment an invoice or bill are created, rather than when they are paid. Accrual-basis ... Read the full story here
    System 2.9K views 37 comments Most recent by Tony_shoregate April 3, 2020 12:56PM
  • The main currency of our accounting system is EUR.As we are based in the Republic of Moldova we have both EUR and MDL bank account.We invoice our EU customers in EUR and our expenses are mainly in MDL.The total of the balance for the MDL bank account is right, but the total in EUR related to it is wrong as I can see a gap around 12% regarding the …
    fpanier 3 views 0 comments Started by fpanier April 3, 2020 10:33AM
  • (Image) How to export receiptsTo export receipts Select the Settings menu on the bottom left and click Export under Other. On the Export Your Data page, click Export your receipts In a few moments you'll will receive an ema... Read the full story here
    System 7.6K views 38 comments Most recent by Dmitriy April 3, 2020 7:12AM
  • (Image) Switching to Wave from Quickbooks or other accounting softwareGet your Wave account set up the way you like it. If you have not already done so, complete the steps in Setting up your Wave account before switching. Create any outstanding (unpaid) invoices an... Read the full story here
    System 18.3K views 24 comments Most recent by Andrea_SW April 2, 2020 10:22PM
  • I am the bookkeeper for a school and have just started using Wave. How do I get starting balances into individual invoices.
    KathyMcG 5 views 2 comments Most recent by KathyMcG April 2, 2020 8:37PM
  • (Image) [Canada] COVID-19 payroll updatesAs updates surrounding COVID-19 continue to develop, the media is reporting on proposed legislation as it relates to payroll. Wave is closely monitoring these updates to give you the most up to dat... Read the full story here
    System 1K views 8 comments Most recent by QaisE April 2, 2020 8:04PM
  • I've got a problem getting the credit card payments restarted in my account. We did deactivate it on initial setup, but now would like to start accepting credit card payments inside Wave. From the Sales>Payments page I see this: "Since set up wasn't finished in time, your customers have been refunded. If you would still like to accept cr…
    jetthrusteramerica 11 views 1 comment Most recent by JessG April 2, 2020 8:00PM
  • (Image) What browsers does Wave support?We want you to experience everything Wave has to offer, and to do so securely. To ensure that you’re having the best possible experience in Wave, we limit our support to modern web browsers. Wave s... Read the full story here
    System 3.6K views 10 comments Most recent by NicoletteB April 2, 2020 7:48PM
  • (Image) An easier way to manage personal transactionsWe’ve simplified how you handle personal transactions in Wave. Instead of moving transactions out of your business account and into personal, you can now categorize personal transactions right from... Read the full story here
    System 27.5K views 148 comments Most recent by NicoletteB April 2, 2020 7:40PM
  • (Image) How long until I get paid?IMPORTANT: Wave's Bank Payments service is currently available to businesses located in the US and Canada only. "Here comes the money!" If it sometimes feels like "the check'scheque'... Read the full story here
    System 4.8K views 50 comments Most recent by JessG April 2, 2020 7:35PM
  • (Image) How to account for a loanYou’ve received a loan, so you need to account for it in Wave! This article will walk you through the process of bookkeeping, both receiving your loan, and paying it off. Accounting for receiving y... Read the full story here
    System 9K views 58 comments Most recent by NicoletteB April 2, 2020 7:23PM
  • (Image) How to customize your invoices and estimatesYour Wave invoices can be as individual as you are.  Follow these tips to learn how to make invoices for your business that you are proud to send. Click on Settings in the bottom left corner and s... Read the full story here
    System 13.1K views 67 comments Most recent by DanielHanson April 2, 2020 4:20PM
  • (Image) [US] COVID-19 payroll updatesCongress, the White House, and other federal agencies have been taking swift action to provide rapid financial relief to small business owners. Additional actions are likely in the coming days and ... Read the full story here
    System 150 views 3 comments Most recent by VBL_Link April 2, 2020 3:57PM
  • Hi there Community! I need some help with "Vendor's Compensation" as it pertains to State Sales Tax. For those not familiar, here is the example: * I sell something for $100 and charge 6% sales tax ($6) * Then the following month when I go to pay the state their sales tax, they say I only owe them $5.75 (example) because I paid on time.…
    jbra 3 views 0 comments Started by jbra April 2, 2020 2:54PM
  • (Image) What types of bank accounts can I connect?Bank connections are a powerful tool for automatically importing your transactions to Wave. Wave supports the connection of a wide variety of bank accounts. Read on for the full list. To use this f... Read the full story here
    System 2.9K views 80 comments Most recent by Clifton April 2, 2020 2:06PM
  • (Image) Wave Connect: Easily import and export data with Wave's Google Sheets add-onWave Connect is Wave's official add-on for Google Sheets. Use it to quickly upload customers, products, invoices, bank transactions and bulk journal entries to your Wave business. You can also down... Read the full story here
    System 12.4K views 150 comments Most recent by Clifton April 2, 2020 2:06PM
  • (Image) How to Move Your Data Between Wave Accounts or From Another Accounting SystemThere are many reasons you may need to move your accounting data into a new system, or close one set of books and open another. For example, you might want to change software, or just start over wi... Read the full story here
    System 318 views 2 comments Most recent by Saleem April 2, 2020 7:36AM
  • (Image) How to add an employee to your payrollFollow the steps below to add an employee to Wave's Payroll Select Payroll, then Employees in the left-hand navigation menu . Select Add an Employee.  Enter the employee's First name, Last name, E... Read the full story here
    System 17 views 1 comment Most recent by Pacqueens April 2, 2020 7:07AM