Help Center Discussion

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  • (Image) Payroll by Wave: All about the bookkeepingRegular tasks for your business should be easy, so we’ve automated most payroll bookkeeping. Here's how it works. When you approve a payroll in Wave, Wave will automatically create a corresponding ... Read the full story here
    System 2.2K views 15 comments Most recent by Judit December 13, 2019 4:46AM
  • (Image) Changes to bank connection availability outside of the US and CanadaThis article applies to Wave customers outside of the US, Canada, UK, and EU. Starting on January 1st, 2020, you will no longer be able to connect a bank account to your Wave account. Wave will au... Read the full story here
    System 16.5K views 247 comments Most recent by SAGE_Cloud December 13, 2019 2:43AM
  • (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 3K views 39 comments Most recent by gbphotog December 12, 2019 11:52PM
  • Hi, Is there a way to pay a monthly fee instead of large fee for every single transaction?
    Djspynfo1 4 views 1 comment Most recent by BarsinA December 12, 2019 8:57PM
  • i'm moving to Wave 1/1. i already setup my business but i want to start fresh for the next year. so i only want to import my transactions starting on that date and not to carry over from 2019. do i erase my business and start a new one on that date? or how do i make the effective date 1/1?
    mstrkrft69 2 views 0 comments Started by mstrkrft69 December 12, 2019 8:44PM
  • (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 6.7K views 47 comments Most recent by BarsinA December 12, 2019 7:46PM
  • (Image) Introduction to the transactions pageThe Transactions page is where all of your transactions live. You can create, filter, sort, and edit your transactions here. Take a moment to check out everything you can do. From the Transactions... Read the full story here
    System 4K views 38 comments Most recent by BarsinA December 12, 2019 7:27PM
  • (Image) Connecting my bank/credit cards: Is it safe?Your bank connection is powered by our partner, a global specialist in bank data integration. Wave's partner uses best-in-class security controls, including multi-factor authentication, to protect ... Read the full story here
    System 878 views 2 comments Most recent by Flemingjoy123_ December 12, 2019 7:24PM
  • (Image) [Limited Release] Everything you need to know about Instant PayoutsAs they say, time is money. With Instant Payouts, you’ll be able to push funds to your bank account via your Visa or Mastercard debit card and receive the money nearly instantly, even on evenings, ... Read the full story here
    System 3.4K views 14 comments Most recent by Chrisjc December 12, 2019 6:59PM
  • (Image) [UK] Set up Wave to track VATDisclaimer The explanations and advice in this article are based on Wave’s understanding of relevant HMRC publications. While we’ve taken reasonable care in researching and preparing this article, ... Read the full story here
    System 709 views 19 comments Most recent by covflyer December 12, 2019 6:43PM
  • Has anyone else been facing a similar issue where the site loads, but after login, the menu bar on the left shows up blank, while the contents of the Dashboard loads completely? (Image) I'm not sure where to go for assistance on this. It's difficult to navigate the app without the menu bar. I'm using the latest version of Chrome, and have also …
    MervynTan 2 views 0 comments Started by MervynTan December 12, 2019 3:15PM
  • (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 5.3K views 55 comments Most recent by Tim24 December 12, 2019 5:29AM
  • (Image) How to convert an estimate to an invoiceYour client accepted your estimate. Congratulations! Wave makes it easy to convert an estimate to an invoice, so let's get you paid! Click Sales in the menu on the left side of your screen.  Click... Read the full story here
    System 1.3K views 10 comments Most recent by Alex_atin1 December 12, 2019 3:13AM
  • (Image) Bank reconciliation upgrade: Keep your books in order & stay on top of your accountingBank reconciliation is a way to make sure all the transactions on your bank statement are in Wave, and vice versa. It’s an important part of keeping your bookkeeping up to date, so we’ve made some ... Read the full story here
    System 5K views 64 comments Most recent by nutritioncoach December 11, 2019 10:14PM
  • (Image) How to view, edit, or delete an invoiceIt's easy to view, edit or delete an Invoice. Whichever you need to do, it starts with clicking on Invoices in the menu at the left side of your screen... To view an invoice: Find the invoice you ... Read the full story here
    System 5.7K views 20 comments Most recent by BarsinA December 11, 2019 9:22PM
  • Hello, I use the chart of accounts to set up individual loan accounts and each month I go in and add the installment payment as "income" and category "installment payments" to each account to show the reduction in the loan balance. This skews my profit loss by showing my total income higher than it actually is for this year. …
    Gonzo1982 1 view 0 comments Started by Gonzo1982 December 11, 2019 9:17PM
  • (Image) Payments (Credit Cards)One of the most popular features in your Wave account is the ability to accept credit card payments on the invoices you send. What makes it so awesome? Invoices get paid in 2 days or less, on aver... Read the full story here
    System 6.9K views 22 comments Most recent by BarsinA December 11, 2019 9:01PM
  • (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 591 views 5 comments Most recent by BarsinA December 11, 2019 7:54PM
  • (Image) How to export your accounting dataFrom time to time, you may want to generate a backup copy of your account information, whether for tax purposes or simply for your personal records. Your data export contains your accounts, general... Read the full story here
    System 6.1K views 21 comments Most recent by BarsinA December 11, 2019 7:42PM
  • (Image) Uploading your receipt for accounting purposesOnce you've snapped a photo of, processed, and reviewed your receipt, the final step is to upload it to your Wave account so that your books are all in order. This article will explain what that me... Read the full story here
    System 2.4K views 13 comments Most recent by BarsinA December 11, 2019 7:36PM
  • (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 5.2K views 6 comments Most recent by Lynne_BB December 11, 2019 7:24PM
  • (Image) Claim reimbursable expenses on an invoiceA reimbursable expense is a cost you incur on behalf of a customer. Travel expenses and special materials or supplies are examples of common reimbursable expenses. When you bill your client, includ... Read the full story here
    System 8.4K views 39 comments Most recent by BarsinA December 11, 2019 7:00PM
  • (Image) How to embed a Wave Checkout in your Wordpress websiteThis guide will walk you through how to add a Wave Checkout to your Wordpress website, so your clients can pay you in advance. Checkout works best when you use it to collect payment for a fixed cos... Read the full story here
    System 2.9K views 17 comments Most recent by BarsinA December 11, 2019 6:54PM
  • (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 14.1K views 47 comments Most recent by BarsinA December 11, 2019 6:50PM
  • (Image) Protect your business: best practices for accepting credit cardsAccepting credit cards is convenient for your customers, and gets you paid faster, but as with any financial transaction there are risks and precautions you should be aware of. Fortunately, observi... Read the full story here
    System 1.1K views 3 comments Most recent by Fhdealer December 11, 2019 3:40PM
  • (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 7.7K views 43 comments Most recent by BarsinA December 11, 2019 2:50PM
  • Hi, Can I import expenses including photos of receipts that I currently have stored on Quickbooks Online?
    Aust 5 views 0 comments Started by Aust December 11, 2019 2:22PM
  • (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 2K views 19 comments Most recent by BarsinA December 11, 2019 2:22PM
  • (Image) How to change the owner email address of your Wave accountThe following steps will help you change the owner or the email address of your current Wave account by adding a new email address to replace the one currently in use.  Click on your business name... Read the full story here
    System 6.3K views 30 comments Most recent by BarsinA December 11, 2019 2:09PM
  • (Image) Connection error: Updating your bankEvery so often, your bank connection in Wave may fail with an error message. In most cases, the connection has simply timed out, and you’ll want to perform a manual refresh in order to re-establish... Read the full story here
    System 4.6K views 83 comments Most recent by mishtc December 11, 2019 5:41AM