Help Center Discussion

For discussion & feedback regarding Wave's Help Center.
 

Discussion List

  • 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 6K views 134 comments Most recent by Vanessa June 16, 2019 12:31AM
  • Is Wave free? How much does it cost? Wave has a variety of apps and features, most of which are free!  What is Free? There is no trial or limited time for any of Wave's free apps and features: Accounting - All of accounting (transac... Read the full story here
    System 59 views 2 comments Most recent by JamieD June 15, 2019 3:05PM
  • Understanding your new reports page We've rebuilt the reports experience with a focus on deeper business insights. You'll find the new reports to be clearly organized, more comprehensive, and easy to understand. You’ll find that your... Read the full story here
    System 1.4K views 18 comments Most recent by JamieD June 15, 2019 2:55PM
  • Switching to Wave from Quickbooks or other accounting software Get 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 6.3K views 13 comments Most recent by JamieD June 15, 2019 2:50PM
  • Being trying to upload a couple of expense receipts for days now and it won't sync just tell me to try later what do I do.
    Sunset 7 views 1 comment Most recent by JamieD June 15, 2019 2:39PM
  • How to change your fiscal year-end Wave automatically sets your fiscal year-end to December 31st. Follow these instructions to set the fiscal year-end of your business to a different date. Ensure you are signed into the business you... Read the full story here
    System 600 views 7 comments Most recent by JamieD June 15, 2019 2:36PM
  • How to create an invoice Creating an invoice is one of the first (and most common) things you'll do in Wave, and Wave makes creating and sending invoices easy. Click on Sales in the menu at the left of your screen and sel... Read the full story here
    System 6.3K views 17 comments Most recent by JamieD June 15, 2019 2:33PM
  • How to handle sales tax returns and refunds from your government Attention: 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 3.5K views 30 comments Most recent by JamieD June 15, 2019 2:26PM
  • Intended data changes to your reports We’ve made some changes to how your accounting data is represented in Wave to help you get a clearer picture of what’s happening within your business. What’s new? Let’s break it down. Transfer clea... Read the full story here
    System 74 views 6 comments Most recent by JamieD June 15, 2019 2:15PM
  • How to show a discount on an invoice Creating a discount on your Wave invoice is as simple as adding another product line item with a negative price.  Just remember, if you charge tax, to apply tax to the Discount item too! Here's how... Read the full story here
    System 6.1K views 34 comments Most recent by JamieD June 15, 2019 2:12PM
  • [Limited Release] Everything you need to know about Instant Payouts As 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 1.7K views 5 comments Most recent by JamieD June 15, 2019 2:09PM
  • [UK] Prepare your VAT return This article reviews how to prepare to file VAT, how to make necessary adjustments, and how to run the reports that you will use in your bridging software. Disclaimer The explanations and advice i... Read the full story here
    System 248 views 5 comments Most recent by Max_FP June 15, 2019 1:55PM
  • I'm trying to add my logo to my invoice and keep getting an error. It is a png and matches the recommended size. Any idea how to fix it?
    Xpressionz 159 views 11 comments Most recent by JamieD June 15, 2019 1:52PM
  • [UK] Set up Wave to track VAT Disclaimer 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 167 views 8 comments Most recent by Max_FP June 15, 2019 1:51PM
  • How to add a new business to your Wave account If 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 1.7K views 11 comments Most recent by JamieD June 15, 2019 1:44PM
  • Simple inventory entry & tracking in Wave When 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 6.9K views 38 comments Most recent by JamieD June 15, 2019 1:26PM
  • How to account for a loan You’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 3.7K views 27 comments Most recent by davesecor June 15, 2019 6:41AM
  • Uploading your receipt for accounting purposes Once 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 358 views 6 comments Most recent by greenwave June 15, 2019 2:10AM
  • How to embed a Wave Checkout in your Wordpress website This 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 961 views 5 comments Most recent by hawkette June 15, 2019 12:38AM
  • I have been using wave for a few different businesses (all have different logins). My most recent account, that has a bank connection in place, will NOT show the bank account & credit card box on the dashboard that has the quick view balances. Is there a specific setting I am missing to activate this? Help!
    MissChris 4 views 0 comments Started by MissChris June 14, 2019 11:03PM
  • An easier way to manage personal transactions We’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 13.2K views 53 comments Most recent by Zoe_caff June 14, 2019 9:13PM
  • Bank reconciliation upgrade: Keep your books in order & stay on top of your accounting Bank 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 3.2K views 32 comments Most recent by Barsin June 14, 2019 9:09PM
  • How to add a payment to a bill To add a payment to a bill Click Purchases on the left side of your screen and select Bills. Find the bill you want to add a payment to and click the arrow button to the left of the bill. Click Ad... Read the full story here
    System 1.6K views 28 comments Most recent by Barsin June 14, 2019 7:54PM
  • Starting balances: What they are, and how to enter them in Wave A starting balance is the amount of funds in an account at the beginning of a new fiscal period. When you're entering a bank or credit card account in Wave, you probably don't want to enter or impo... Read the full story here
    System 5.1K views 10 comments Most recent by Barsin June 14, 2019 7:53PM
  • 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 7.4K views 31 comments Most recent by Zoe_caff June 14, 2019 7:02PM
  • What version of Wave accounting am I using? If you created your Wave account any time from the beginning of 2018, you're using the latest version of Wave's accounting features. Throughout this year, we've also been migrating existing custome... Read the full story here
    System 813 views 18 comments Most recent by Zoe_caff June 14, 2019 6:57PM
  • 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 3K views 22 comments Most recent by ckeen_1244 June 14, 2019 6:57PM
  • Automate your bookkeeping – Connecting a bank account We know how busy you are, and to save you time we’ve partnered with a specialist provider of secure bank data connections to automatically pull in your transactions and help you quickly and efficie... Read the full story here
    System 5.9K views 16 comments Most recent by Zoe_caff June 14, 2019 4:46PM
  • How to embed a Wave Checkout in your Wix website This guide will walk you through how to add Wave Checkout to your Wix website using the new Wix Editor. That means your customers can pay you in advance, through your website! Checkouts work best w... Read the full story here
    System 788 views 6 comments Most recent by Zoe_caff June 14, 2019 4:32PM
  • Reconciling invoices What do you need to do when your clients pay your invoices using Payments by Wave? When your client pays you through Payments by Wave, your invoice will automatically be marked as PAID and recorded... Read the full story here
    System 2.3K views 8 comments Most recent by Zoe_caff June 14, 2019 3:17PM