Help Center Discussion

For discussion & feedback regarding Wave's Help Center.
 

Discussion List

  • (Image) Why is my bank unable to import transactions?Wave partners with a third-party bank data provider to import your transactions. Sometimes, our data provider experiences difficulties during this process, resulting in an error message within Wave... Read the full story here
    System 868 views 10 comments Most recent by 1ATCISaccount January 22, 2020 6:20PM
  • (Image) Guide to receipts by Wave (iOS/Android)Tracking your receipts allows you to see where your money is going and will ease headaches at tax time.   Please note that if you don't already have a Wave account, you will need to create you will... Read the full story here
    System 2.2K views 14 comments Most recent by L12213 January 22, 2020 5:06PM
  • (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 5.8K views 45 comments Most recent by Jenni January 22, 2020 3:04PM
  • (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 1.3K views 46 comments Most recent by GregC January 22, 2020 1:50PM
  • After the waveapp software update there is not anymore possible to have transaction placed to category unrecognized and marked as reviewed as it was previously case. This as it seems has caused all my accounts to not match with account balance status, as i have those transactions since 2016 or 2017 etc When i try to edit multiple of these transa…
    bogden 1 view 0 comments Started by bogden January 22, 2020 12:18PM
  • I've tried on 2 different devices on my home network that the menu refuses to load. It just shows the grey placeholder. On one of my other devices the menu shows perfect, also on my home network. I've tried clearing my cookies and site data. I've also looked at the developer options and I keep getting a 403 forbidden error on a resource. In conso…
    VlerrieBR 16 views 6 comments Most recent by Tarryn January 22, 2020 11:48AM
  • (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 1.9K views 73 comments Most recent by MaxV January 22, 2020 3:33AM
  • (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 459 views 11 comments Most recent by ASB74 January 22, 2020 1:40AM
  • (Image) Cashflow Forecasting: Plan for your business's futureHaving enough in the bank to keep your business running is one of the biggest concerns for small business owners. With good reason: lack of funds is the number one reason businesses fail. Check out... Read the full story here
    System 795 views 7 comments Most recent by cozaks January 22, 2020 1:07AM
  • (Image) 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 799 views 10 comments Most recent by Jimbop January 22, 2020 12:24AM
  • (Image) Prepare your bookkeepingThe biggest part of preparing for year-end is bringing your bookkeeping 100% up to date. This means catching up on all income and expense transactions, avoiding common errors, and performing thorou... Read the full story here
    System 8 views 1 comment Most recent by Joseph_DTC01 January 22, 2020 12:19AM
  • (Image) What is a settlement transaction?When you approve a payroll, Wave creates a journal transaction on your Transactions page that records all of the expenses and liabilities related to that payroll. Once you’ve paid your employees, W... Read the full story here
    System 7 views 1 comment Most recent by Joseph_DTC01 January 22, 2020 12:17AM
  • (Image) An easier way to manage personal transactionsWe’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 22.9K views 126 comments Most recent by Jennywi123 January 21, 2020 11:52PM
  • (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 20.6K views 159 comments Most recent by Sugartree_Farms1 January 21, 2020 11:16PM
  • (Image) Possible integration issue with Capital OneWave has received reports that recent technology upgrades undertaken by Capital One may interrupt Wave's bank account integration for Capital One customers. The upgrades appear to disrupt all third... Read the full story here
    System 3.8K views 96 comments Most recent by Brock January 21, 2020 10:48PM
  • (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 7K views 37 comments Most recent by RossPagan January 21, 2020 10:33PM
  • (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 9.3K views 49 comments Most recent by Juan_Santana007 January 21, 2020 7:52PM
  • (Image) How to resume transaction imports on our new bank connection updateWave has partnered with a new bank data provider to update and improve your transaction import experience. This update increases connection stability and transaction update frequency and improves o... Read the full story here
    System 3.1K views 97 comments Most recent by shafnitz January 21, 2020 7:47PM
  • (Image) How to add a sales taxPerhaps you're the kind of person who likes to get everything set up and organized in advance, or maybe you prefer to tackle tasks as they come up. Either way, we've got you covered. Wave makes it ... Read the full story here
    System 3.5K views 20 comments Most recent by NSP2020 January 21, 2020 7:40PM
  • (Image) Changing your deposit accountChanging deposit account If you ever need to update the bank account where you receive your payments, you can do this from directly within your Wave Account! Simply log in to Wave then click the Se... Read the full story here
    System 1.8K views 9 comments Most recent by AlexL January 21, 2020 7:33PM
  • (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 7.5K views 70 comments Most recent by shailesh1985 January 21, 2020 7:30PM
  • (Image) Improvements to categorizationMost often, the time you'll spend on the Transactions will be spent categorizing using the quick list view or the new Transaction Details View. This detail view expands when you add a new transacti... Read the full story here
    System 1.7K views 20 comments Most recent by Revelation2122 January 21, 2020 7:11PM
  • (Image) 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 8.5K views 24 comments Most recent by OPT January 21, 2020 6:51PM
  • (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 4.4K views 46 comments Most recent by EmmaP January 21, 2020 6:33PM
  • (Image) Foreign Currency Invoices and BillsIf your business issues invoices or makes purchases in a foreign currency, Wave will automatically keep track of how these values convert to your business currency to keep your bookkeeping accurate... Read the full story here
    System 371 views 12 comments Most recent by Injectors January 21, 2020 6:24PM
  • (Image) 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 285 views 6 comments Most recent by EmmaP January 21, 2020 6:14PM
  • (Image) Wave Connect: Easily import and export data with Wave's Google Sheets add-onWave Connect is Wave's official add-on for Google Sheets. Use it to quickly upload customers, products, invoices, bank transactions and bulk journal entries to your Wave business. You can also down... Read the full story here
    System 9.6K views 121 comments Most recent by Just_Lurking January 21, 2020 5:32PM
  • (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 3.3K views 18 comments Most recent by Maja January 21, 2020 5:10PM
  • (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 3.3K views 31 comments Most recent by Fiwaveuser January 21, 2020 2:35PM
  • (Image) 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 3.9K views 17 comments Most recent by DeanBiggs January 21, 2020 1:14PM