Help Center Discussion

For discussion & feedback regarding Wave's Help Center.
 

Discussion List

  • 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 26.3K views 251 comments Most recent by EdC_OnTheRock December 5, 2020 12:22AM
  • 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 16K views 72 comments Most recent by GRDZTW December 4, 2020 11:52PM
  • Check out Wave Checkout: ideas for your businessYou can set one up in under a minute, and it can be anywhere your customers are – read on for more ways Wave Checkout can open your business up to a larger audience! Create your first checkout by c... Read the full story here
    System 2.8K views 8 comments Most recent by AlexL December 4, 2020 8:02PM
  • Recording Check Payments in TransitAny time there’s a gap between receiving a payment, and the payment actually making its way into your bank account (for instance, when you deposit a check on Friday, and it doesn’t post until Monda... Read the full story here
    System 5.3K views 17 comments Most recent by AlexL December 4, 2020 7:52PM
  • Is anyone else having Bank of America connectivity issues again? My account has been updating all year but all of a sudden, no transactions will update after 11/20/2020. I tried to export my statement for date ranges as a .csv and Wave won't accept the format (even after I set up the columns as they referenced). Naturally, it's end of tax year AND…
    neatfreak 41 views 6 comments Most recent by Andy4525 December 4, 2020 7:02PM
  • 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 13.5K views 86 comments Most recent by Dawna December 4, 2020 6:04PM
  • User permissionsWave account owners can invite trusted individuals to collaborate on their account as a Viewer, Editor, or Payroll Administrator. As a guest user of a Wave business, you may see that the navigation... Read the full story here
    System 25.9K views 141 comments Most recent by DSmith December 4, 2020 4:20PM
  • [NEW] Employee Self OnboardingOnboarding employees has never been easier! You can now invite your new employees to create a personal Wave account, where they can add their own personal information during employee onboarding! To... Read the full story here
    System 57 views 5 comments Most recent by JulianP December 4, 2020 3:17PM
  • I received this notification: Changes to Wave for businesses outside the United States and Canada Wave is recentering focus on our local market and making some changes for customers outside the US and Canada. Your Wave account remains active, but we understand you will likely begin looking for a platform better suited to your needs. To help make t…
    Sarai 4 views 0 comments Started by Sarai December 4, 2020 3:07PM
  • 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 27.3K views 142 comments Most recent by Islavet December 4, 2020 6:18AM
  • 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 18.7K views 127 comments Most recent by MordelMelts03 December 3, 2020 9:28PM
  • 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 9.5K views 12 comments Most recent by cassiefio December 3, 2020 6:33PM
  • 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 39.6K views 198 comments Most recent by JulianP December 3, 2020 5:03PM
  • How to create an estimateCreating professional estimates in Wave is quick and easy. When your client accepts the estimate, you can go right ahead and convert it straight to an invoice to save even more time! Click on Sale... Read the full story here
    System 7K views 50 comments Most recent by JulianP December 3, 2020 4:34PM
  • I can't find ADP on the integration list. Was it removed or do I need to look somewhere else?
    Gregory0158 3 views 0 comments Started by Gregory0158 December 3, 2020 3:28PM
  • Switching to Wave from Quickbooks or other accounting softwareGet 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 25.4K views 40 comments Most recent by Khaled December 3, 2020 9:23AM
  • How to Create a Strong Refund/Cancellation Policy In 4 Easy StepsA great refund policy helps protect you and your customers. A simple one-liner can work for some folks, but depending on your business type, you may need something more thorough. This guide will h... Read the full story here
    System 20 views 1 comment Most recent by Shonie December 3, 2020 4:13AM
  • 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 1.6K views 26 comments Most recent by SueA_97 December 3, 2020 12:04AM
  • How do I ensure my invoice income isn't duplicated?If you have the same bank account linked to Wave in which your Payments by Wave deposits are made, then you may see duplicate transactions. As soon as your customer makes a payment, the transactio... Read the full story here
    System 7.5K views 33 comments Most recent by Eliezer December 2, 2020 10:19PM
  • 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 25.7K views 100 comments Most recent by Mikeg December 2, 2020 9:51PM
  • Good Day! .. just wondering how to temporarily turn off an account for the purpose of ONLY reporting income EARNED .. so if I have CPP and OAP need those accounts to reconcile my bank account BUT in order to report INCOME EARNED I need to turn those accounts off temporarily ... can you help me?
    SueJC 2 views 0 comments Started by SueJC December 2, 2020 8:01PM
  • [US] Payroll year-end checklistIf you’re enrolled in Wave Payroll's automated tax payment and filing service, take the steps provided in this guide before January 7, 2021, to ensure your 2020 filings are accurate. Payroll custom... Read the full story here
    System 172 views 2 comments Most recent by Barsin December 2, 2020 7:57PM
  • Good Day! .. just wondering how to temporarily turn off an account for the purpose of ONLY reporting income EARNED .. so if I have CPP and OAP need those accounts to reconcile my bank account BUT in order to report INCOME EARNED I need to turn those accounts off temporarily ... can you help me?
    SueJC 3 views 0 comments Started by SueJC December 2, 2020 7:45PM
  • How to edit customer informationTo edit a customer's information, follow these steps: Click on the Sales option on the left-hand menu. Click on Customers. On the Customers page, find the name of the customer whose information yo... Read the full story here
    System 1.6K views 21 comments Most recent by tmetcalfe December 2, 2020 5:49PM
  • 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 13.6K views 260 comments Most recent by JulianP December 2, 2020 5:17PM
  • I've not done bookkeeping in about 15 years so I'm rusty. I entered all of our transactions for our tax preparer but purchases made on capital assets (paid by loan) don't show up in our purchases. Did I just categorize things incorrectly?? i.e. Industrial Dryer CR Loan Acct DR Capital Assets Where did I go wrong? If correct, do you do a second tra…
    Genivar 4 views 1 comment Most recent by JulianP December 2, 2020 5:02PM
  • How to provide a customer receipt before payment is recordedThere may be times you want to provide your customer with a receipt for their payment before that deposit appears in your Wave bank feed. To issue a receipt for a Wave invoice, you first need to ma... Read the full story here
    System 5 views 1 comment Most recent by _Derek_ December 2, 2020 4:32PM
  • 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 5.5K views 43 comments Most recent by JulianP December 2, 2020 2:49PM
  • 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 13.5K views 137 comments Most recent by drv7aa December 2, 2020 11:36AM
  • How to Move Your Data Between Wave Accounts or From Another Accounting SystemThere are many reasons you may need to move your accounting data into a new system, or close one set of books and open another. For example, you might want to change software, or just start over wi... Read the full story here
    System 3.3K views 14 comments Most recent by JohnPA December 2, 2020 7:02AM