Help Center Discussion

For discussion & feedback regarding Wave's Help Center.
 

Discussion List

  • (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 14 views 3 comments Most recent by edshanahan October 22, 2019 10:15PM
  • (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 14.8K views 37 comments Most recent by ConnorM October 22, 2019 9:58PM
  • (Image) Invoicing: draft vs. saveWhen you are creating an invoice you will see two options at the top and bottom of the page: Preview and Save. Clicking Preview will show you what your customer will see, even though you haven't ac... Read the full story here
    System 9.6K views 12 comments Most recent by EmmaP October 22, 2019 9:14PM
  • (Image) Updates to your accounting navigationWe've updated the way you interact with the accounting navigation to make the process of organizing your books even more clear, simple, and intuitive. You will notice substantial speed improvements... Read the full story here
    System 122 views 10 comments Most recent by EmmaP October 22, 2019 8:55PM
  • (Image) Set up your Wave account before switchingAre you only looking for Payroll? Jump right to Switching from a payroll application. Set up your chart of accounts You probably have a set of accounts that you want to continue with. In the lef... Read the full story here
    System 2.7K views 7 comments Most recent by JAS October 22, 2019 7:57PM
  • I run a small whole food shop. It is not practical for me to produce an invoice for every product i sell. How do people input their end of day cash register totals?
    eamon 5 views 2 comments Most recent by WillLyons9294 October 22, 2019 7:03PM
  • (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 2.4K views 18 comments Most recent by PhilSmith868 October 22, 2019 5:50PM
  • (Image) Improvements to transaction splittingOccasionally, you may receive a payment that covers more than one invoice. When this happens, the easiest way to manage things is to split the transaction into the respective invoice amounts, and t... Read the full story here
    System 1.4K views 55 comments Most recent by EmmaP October 22, 2019 5:09PM
  • (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 3.5K views 25 comments Most recent by 211_Premium_Sports October 22, 2019 3:29PM
  • (Image) What does reviewing a transaction do?The verify tool on the Transactions page allows you to separate your transactions into two statuses: verified, and unverified. Think of verified transactions as complete transactions and unverified... Read the full story here
    System 5.1K views 52 comments Most recent by AlexL October 22, 2019 3:26PM
  • (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 493 views 3 comments Most recent by AlexL October 22, 2019 3:14PM
  • (Image) How to create a transfer from a business bank account to a personal bank accountTo move transactions from your business checking account to your personal savings account: Go to the Accounting option in the left menu and select Transactions. Click the right down arrow beside ... Read the full story here
    System 3.1K views 20 comments Most recent by AlexL October 22, 2019 2:57PM
  • (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 1.9K views 34 comments Most recent by ConnorM October 22, 2019 2:13PM
  • (Image) Wave is saying goodbye to personal budgets & investments.We have some exciting feature improvements planned for your Wave account, like faster, more intuitive bookkeeping; more speed everywhere; and better reports with great insights for your business. I... Read the full story here
    System 5.4K views 39 comments Most recent by Lynne_BB October 22, 2019 2:07PM
  • (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 4.3K views 25 comments Most recent by JamesS October 22, 2019 1:37PM
  • (Image) 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 2.2K views 14 comments Most recent by DCSBOSS October 22, 2019 12:13PM
  • (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 5.1K views 44 comments Most recent by jbenjelvin October 22, 2019 8:03AM
  • (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 5.3K views 22 comments Most recent by CloutierCandC October 22, 2019 2:32AM
  • (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 11.7K views 72 comments Most recent by JordanD October 22, 2019 1:34AM
  • (Image) How to delete a billHave you added a bill to Wave that you no longer need to pay? Here's how to delete it. To delete an existing bill:  Click Purchases on the left side of your screen and select Bills. Find the bill... Read the full story here
    System 278 views 7 comments Most recent by Jessamy_K October 22, 2019 1:24AM
  • (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 4.7K views 51 comments Most recent by JordanD October 22, 2019 1:19AM
  • (Image) Switching to Wave from FreshbooksGet 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 Out... Read the full story here
    System 485 views 5 comments Most recent by jmadriz October 21, 2019 11:08PM
  • (Image) How to create an invoiceCreating 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 10.2K views 23 comments Most recent by AlexL October 21, 2019 9:26PM
  • (Image) Record and track checksChecks are considered funds in transit. That means you can accurately record them as deposits, but the amount won't appear on your bank statement till later. Accurate tracking of these funds is key... Read the full story here
    System 2.6K views 7 comments Most recent by edshanahan October 21, 2019 4:56PM
  • (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 3.4K views 33 comments Most recent by AlexL October 21, 2019 2:29PM
  • (Image) Connect your bank account to WaveLove typing long lists of transactions? No? Here's how to connect your bank accounts to Wave, so that your transactions can update automatically! To connect a bank account to Wave: Click Banking i... Read the full story here
    System 15.3K views 114 comments Most recent by Duschka October 21, 2019 12:46PM
  • (Image) 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 13.1K views 83 comments Most recent by lsmscreations October 21, 2019 11:58AM
  • (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 7.7K views 45 comments Most recent by semiconducted October 21, 2019 4:45AM
  • (Image) Sales tax reporting changesWe’ve made some major changes to how sales taxes are handled in Wave to simplify the process of reporting and remitting sales taxes. All sales tax reporting in Wave starts with creating a sales tax... Read the full story here
    System 1.6K views 23 comments Most recent by olik October 20, 2019 4:09PM
  • (Image) How to take a good photo of your receiptHere are some tips for taking a good quality picture of your receipt to increase the accuracy of the information Wave pulls from your receipt: Make your receipt as flat and wrinkle free as possibl... Read the full story here
    System 71 views 3 comments Most recent by mishtc October 20, 2019 12:03AM