Help Center Discussion

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Discussion List

  • (Image) Make any necessary adjustmentsThe basics of period matching adjustments If you already understand the accounting principles behind adjustments, skip ahead to learn how to make adjustments in Wave. Why make adjustments? An adjus... Read the full story here
    System 5 views 1 comment Most recent by Lenox_the_king September 19, 2020 7:32PM
  • (Image) I verified my receipt and now I can't edit itWhen you verify a receipt, you're telling Wave "This is the final version – everything is correct." If you find you need to change some information, here's how to do it. When you first i... Read the full story here
    System 4.5K views 22 comments Most recent by Lenox_the_king September 19, 2020 7:26PM
  • (Image) How to add accounts and customize categoriesWhen you created your business in Wave, we set up your Chart of Accounts with a list of common accounts (or categories) based on what you told us about your business. You can also add different ac... Read the full story here
    System 30.6K views 90 comments Most recent by tonitii24 September 19, 2020 1:32AM
  • (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 18.2K views 223 comments Most recent by tonitii24 September 18, 2020 11:24PM
  • (Image) How to import past transactions from your bank or credit card accountWhen Wave connects to your bank, the number of past transactions we can import is limited by what your bank allows. With most banks, it will be something between 6 and 12 weeks of recent transactio... Read the full story here
    System 8.5K views 5 comments Most recent by tonitii24 September 18, 2020 11:22PM
  • (Image) Checkout by Wave: An easy, professional way to get paid up frontDo you want to get paid for a service or product you offer, without needing to create an invoice every time? Checkout does just that! You can probably think of lots of situations where it makes sen... Read the full story here
    System 6.8K views 83 comments Most recent by NJM September 18, 2020 9:47PM
  • (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 6.2K views 51 comments Most recent by AlexandraRego88 September 18, 2020 8:27PM
  • (Image) Foreign Currency Transactions in WaveSometimes, you'll need to spend money or deposit a payment in another currency. This might sound complicated, but Wave Accounting makes it easy to stay on top of this bookkeeping. Before we dive in... Read the full story here
    System 2.3K views 15 comments Most recent by Vijaygza September 18, 2020 7:26PM
  • How do I enter a beginning balance in the chart of accounts
    papadave8 6 views 2 comments Most recent by Barsin September 18, 2020 7:19PM
  • (Image) How to handle invoice deposits or pre-paymentsIf you work with clients on an ongoing basis, or if you're beginning a large project, you may want to accept a deposit or pre-payment from your customer. We'll walk you through how you can easily h... Read the full story here
    System 17.2K views 117 comments Most recent by AmyO September 18, 2020 7:06PM
  • (Image) Upload bank and credit card statementsIf you don't want to connect your bank or credit card to Wave, or if your bank isn't among the 10,000 financial institutions that Wave supports, uploading your statements is a great way to avoid th... Read the full story here
    System 17K views 117 comments Most recent by Petri September 18, 2020 6:51PM
  • (Image) How do I pass credit card fees onto my customer?According to Visa, MasterCard and American Express merchant rules, merchants generally cannot charge a service fee when customers use their credit card. However, Visa, MasterCard, and American Expr... Read the full story here
    System 23.4K views 63 comments Most recent by My_Name_Is_Ryan September 18, 2020 4:25PM
  • (Image) What to do if Wave can't read your statement in CSV formatIf your CSV file doesn't upload properly, you might see one of the error messages below. Read on for troubleshooting tips, or try using our CSV template, which you can download here. Error: "T... Read the full story here
    System 16.7K views 114 comments Most recent by Lola September 18, 2020 3:49PM
  • (Image) Guide to recurring invoicesRecurring invoices allow you to save time, plan ahead, and ensure you always get paid on schedule. They are often the most convenient solution for your regular or subscription customers. Here you'l... Read the full story here
    System 4.2K views 77 comments Most recent by CindyK September 18, 2020 3:24PM
  • (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 8K views 28 comments Most recent by dentec September 18, 2020 1:23PM
  • (Image) Capital assets in WaveCapital assets are what your business owns that help you make money. This article will explain how to recognize a capital asset and enter it into Wave. What defines a capital asset? A capital asse... Read the full story here
    System 1.4K views 7 comments Most recent by RoBeCo September 18, 2020 4:09AM
  • I need to enter initial balances for bank and loans without double entry since it messes up all my entries, is that possible?
    meyers 4 views 0 comments Started by meyers September 17, 2020 10:31PM
  • (Image) How to use the Customer Summary on the invoice list pageYou can find customer summaries without having to jump between pages in Wave by using customer filters on the invoice list page. This can be helpful when you need one place to get a better idea of ... Read the full story here
    System 59 views 2 comments Most recent by Barsin September 17, 2020 9:57PM
  • (Image) How to create a transfer between two accounts (e.g. categorize a credit card payment)In Wave, when you move money from one bank account to another, you need to record a transfer. This makes sure your account balances are correct, and that you won't mistake a simple movement between... Read the full story here
    System 23.8K views 80 comments Most recent by CrystalPRB September 17, 2020 9:44PM
  • (Image) How do automatic payments work?Automatic payments enable you to set up your recurring invoices to bill your customers automatically. A few simple clicks will ensure your repeat customers are notified and billed and you receive p... Read the full story here
    System 5.4K views 41 comments Most recent by Laeni September 17, 2020 8:19PM
  • (Image) How to add a product or serviceA product in Wave is anything you sell that might bring you income, or anything you buy or pay for. It doesn't have to be something tangible. You can also add services you buy an sell are also to W... Read the full story here
    System 3.8K views 44 comments Most recent by _Derek_ September 17, 2020 7:42PM
  • (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 11.9K views 126 comments Most recent by Highline September 17, 2020 7:28PM
  • Hello, we want to be able to connect Wave to ADP similar to bank accounts to read transactions and manage them, pls advise. Thanks
    Acctg 14 views 3 comments Most recent by Barsin September 17, 2020 6:45PM
  • (Image) Simple inventory entry & tracking in WaveWhen you spend time and money to build up a stock of items that you can sell, you have converted cash into an asset known as "inventory." To properly assess the state of your business, it... Read the full story here
    System 27.1K views 135 comments Most recent by Barsin September 17, 2020 6:42PM
  • (Image) How to account for transaction feesIf you're one of the many business owners who uses credit card processing as a method of payment, then you’re more than familiar with transaction fees (also known as merchant fees). Most credit car... Read the full story here
    System 12K views 128 comments Most recent by David Gilbert September 17, 2020 5:08PM
  • (Image) Accounting made easySome people call it “accounting.” Some call it “bookkeeping.” Whatever you call it, we’ve created a way for you to get the job done – no technical knowledge or training required. When you look at a... Read the full story here
    System 6.3K views 15 comments Most recent by AlexL September 17, 2020 4:39PM
  • (Image) Understanding bank connectionsWave works with a specialist provider of secure bank data connections to offer you the ability to import your bank transaction data. We believe data connections are a huge asset when it comes to yo... Read the full story here
    System 7.7K views 46 comments Most recent by AlexL September 17, 2020 4:12PM
  • (Image) Protect yourself with a payments Terms of ServiceAccepting payments online reduces the work for you and your customer, and can get you paid faster. This guide teaches you how to write a terms of service that works for your business. It also shows... Read the full story here
    System 11.9K views 30 comments Most recent by AlexL September 17, 2020 4:05PM
  • (Image) What to do if you can't see your Wave dataThe security of your Wave account and the integrity of your data is incredibly important to us. Wave's system cannot delete or remove data without your consent. If you've logged in to Wave and it l... Read the full story here
    System 1.3K views 22 comments Most recent by _Derek_ September 17, 2020 3:57PM
  • Hello, I need a little help. I encounter some kind of bug in my reporting but please take a look at these series of picture below : Invoice Data (Image) Account Transaction Screenshots If you look at these images the amount of money reported & input from the Invoice & Report at Account Transaction is different. Is it me or do you guy…
    dfactory 7 views 0 comments Started by dfactory September 17, 2020 3:28PM