Using Wave

For questions about how to use Wave! Everything from getting started, to updating your profile, to understanding navigation.
 
«13456747

Discussion List

  • BHMBHM
    Hi there, I'm wondering if the below problem can be solved.. I normally request client information details then enter all the details into an invoice, select items to go on an invoice and send back to them. I'm trying to cut down some back and forth workload. Is there a way they can enter their own details and select which items they want on…
    BHM 2 views 0 comments Started by BHM January 23, 2019 11:17AM
  • Has anyone used Wave for a non profit entity?
    robertr 6 views 1 comment Most recent by JJTC January 22, 2019 1:12PM
  • I need to download information for the CPA and I can't find a way to download in a format they can use? I'd also like to download all my email contacts into a file I can import into mailchimp for mass marketing to clients? Thanks for the help!
    elizabeth51 8 views 2 comments Most recent by elizabeth51 January 21, 2019 6:53PM
  • I have had an account for the last few years but didn't really use it properly or regularly. I now want to use it but need the features of the upgraded version (I'm on the old). Can I therefore cancel my account and then make a new one with the same details, email, banks, paypal etc... I realise I will lose all the previous info but that's fine, I…
    Union9 4 views 0 comments Started by Union9 January 21, 2019 8:25AM
  • I want to import my clients to mailchimp and also need to download all the data I can for my CPA but I see only the option to print invoices and such. This means I pay the CPA more money or I spend the time formatting that to an excel. Is there a way to export in a new file format? Thank you!
    elizabeth51 5 views 0 comments Started by elizabeth51 January 20, 2019 11:17PM
  • I am confused. In terms of Banking Connections area, with several businesses on Wave, do I connect to a bank once (3 accounts at 1 bank) and then "parse" them out to each business from single banking center? I have one account going to one business, another to another business account. Do they all draw from the one banking connections bucket?
    mtrufant 6 views 1 comment Most recent by Mikeg January 20, 2019 3:14AM
  • Hello I’m struggling to make the above work. I’ve successfully connected my ECWID account and created a Zap to trigger when I get a new order. Trigger = New Order; Action = Record Sale I’ve tested it in Zapier and it looks fine but nothing seems to arrive in Wave. I presume each new sale should either appear in Accounting > Transactions or …
    Dynamo 11 views 0 comments Started by Dynamo January 19, 2019 6:35PM
  • Hi, I am setting up a business which requires me to put some initial investment in. I have two questions which will help me get going by way of example. 1. I have purchased a car in the company name which is to be used in the business. How do I enter this into wave accounts. How about the depreciation? 2. I have banked £1,000 into my business …
    dvdlock 8 views 0 comments Started by dvdlock January 19, 2019 2:55PM
 
«13456747