Help Center Discussion

For discussion & feedback regarding Wave's Help Center.

Discussion List

  • How to account for reimbursementsYou’re busy, and maybe you have some extra hands helping you out. How do you record reimbursements in Wave if someone else makes a purchase for your business? Follow the process below and you’ll be... Read the full story here
    System 13.2K views 43 comments Most recent by archivesutah March 6, 2021 9:45PM
  • Guide to Wave Invoicing (iOS/Android)Wave Invoicing mobile app gives you an easy way to track, edit, send, and pay invoices on the go. Anything you do in the app will also be reflected in your Wave account, and vice versa. Please note... Read the full story here
    System 4K views 43 comments Most recent by Side_Hustle_Adam March 6, 2021 8:51PM
  • How to add and pay contractorsYou can pay independent contractors using Payroll by Wave. Because of their special tax status, contractors are considered vendors in Wave. This keeps your accounting accurate and your business com... Read the full story here
    System 17.6K views 45 comments Most recent by M_Root March 6, 2021 4:54PM
  • Tax filing integration with Block AdvisorsWave is now offering a tax filing integration with Block Advisors for US businesses. With this integration, you can seamlessly file your taxes based on your accounting data in Wave. Getting yoursel... Read the full story here
    System 276 views 6 comments Most recent by tbader0 March 6, 2021 4:12PM
  • 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 9.9K views 18 comments Most recent by Autopartsman March 6, 2021 5:34AM
  • How do I troubleshoot my bank connection?Oh no, it's a redirect message! This article applies to a different kind of bank connection. Read more about bank connections. Bank connections are a great way to get data into Wave. Those buildi... Read the full story here
    System 15.5K views 297 comments Most recent by Gaurang March 6, 2021 3:54AM
  • How to record personal transactions from a business accountWe’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 45.1K views 209 comments Most recent by HeidiP March 5, 2021 11:59PM
  • How to set a default businessWhen you create a Wave account with a business and a personal tab, or with multiple businesses, Wave will automatically choose which to show when you log in. If you would like to change where Wave ... Read the full story here
    System 730 views 8 comments Most recent by Ty_ March 5, 2021 11:14PM
  • 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 28.7K views 83 comments Most recent by KristenV March 5, 2021 10:01PM
  • How far back do my transactions import?When you establish a bank connection to import transactions into Wave, you can select the date from which you’d like transactions to import, but there are limits to how far back Wave can import you... Read the full story here
    System 13.4K views 31 comments Most recent by AKT March 5, 2021 9:30PM
  • Downtime during account upgradesYour account will receive periodic upgrades to ensure that you are getting the best experience on Wave. Sometimes, these upgrades require you to be logged out while they are ongoing. Upgrades in Wa... Read the full story here
    System 67 views 4 comments Most recent by KristenV March 5, 2021 9:23PM
  • Invoice like a proLet’s get you paid! Your Wave account includes sophisticated invoicing features like estimates, recurring invoices, automatic reminders and more, but it all comes down to one thing: Getting money i... Read the full story here
    System 6.6K views 29 comments Most recent by Janiece March 5, 2021 9:18PM
  • How to upload a receiptHow to Upload a Receipt Take a picture of your receipt and upload it to your computer. Click on Receipts tab on the left side of your screen. Click on the Upload Receipt button and select your rec... Read the full story here
    System 14.6K views 56 comments Most recent by KristenV March 5, 2021 7:30PM
  • How to add a customerIn Wave, a Customer is anyone you might issue an invoice to, provide a service to, or sell a product to. Essentially, customers are where your income comes from. A Customer may be a business or an ... Read the full story here
    System 2.1K views 27 comments Most recent by beraj March 5, 2021 6:59PM
  • 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 29.7K views 273 comments Most recent by beraj March 5, 2021 6:30PM
  • 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 28.5K views 114 comments Most recent by LV99 March 5, 2021 5:25PM
  • 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 6.1K views 46 comments Most recent by JensonA March 5, 2021 4:11PM
  • How to handle sales tax returns and refunds from your governmentAttention: This FAQ does not apply to all businesses. Please consult a tax professional to learn more about what your business can claim and about which sales taxes are recoverable taxes. Depending... Read the full story here
    System 11.2K views 98 comments Most recent by Mikeisland1 March 5, 2021 3:25PM
  • Understanding your new & improved chart of accountsWhen you navigate to your Chart of Accounts page, you’ll notice that it has received a serious facelift. We’ve upgraded and reorganized to make navigation more friendly and easier to understand. On... Read the full story here
    System 18K views 115 comments Most recent by Phoenix063 March 5, 2021 3:01PM
  • 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 15.2K views 96 comments Most recent by sharlynorton March 4, 2021 11:40PM
  • 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 10.4K views 49 comments Most recent by nikzak March 4, 2021 10:39PM
  • How to email your receipts to your Wave accountIf you've got a receipt sitting in your inbox, or on your phone, tablet or computer, you can email it to [email protected] Follow these guidelines to successfully email receipts: Send one rece... Read the full story here
    System 29.6K views 154 comments Most recent by NJA March 4, 2021 8:26PM
  • 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 5.2K views 102 comments Most recent by Karissa March 4, 2021 6:42PM
  • So like, i hire freelancers from fiverr, am wondering how to categorize them? For tax purposes, how do i categorize them? how to do Form 1099 for them?
    justme 3 views 0 comments Started by justme March 4, 2021 5:53PM
  • Hello, so I paid for the LLC Annual report as required by law. but it doesn't seem to have a category. How do i account for this?
    justme 8 views 2 comments Most recent by justme March 4, 2021 5:49PM
  • Overview of receiptsEven the most organized among us can have problems keeping all our receipts in the right place. When you're busy trying to run your small business along with rushing around shopping for business an... Read the full story here
    System 37K views 109 comments Most recent by WaveappsUserX March 4, 2021 1:59PM
  • What do I need to get started with Wave Payroll?Starting from scratch can be a pain, but when it comes to getting started with Wave Payroll, we’ve got you covered! Below, you can find a checklist of all the things you’ll need to have in front of... Read the full story here
    System 6K views 11 comments Most recent by clearskiesenterprise March 4, 2021 3:48AM
  • How to add a new business to your Wave accountIf you have more than one business, Wave allows you to maintain each business individually within one Wave account. Here's how you add another business. Click your business name in the top left co... Read the full story here
    System 9.2K views 55 comments Most recent by Rahmansyah March 3, 2021 11:46PM
  • 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 7.7K views 61 comments Most recent by KiahD March 3, 2021 9:12PM
  • How to set up an invoice reminderAn invoice reminder is an automatic email message to remind your customer that an invoice is coming due or that it is overdue. This is a great way to stay on top of reminding your customers that yo... Read the full story here
    System 8.3K views 149 comments Most recent by KiahD March 3, 2021 9:06PM