Using Wave

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

Discussion List

  • Has anyone connected HoneyBook to Wave via Zapier?
    DwightM 7 views 2 comments Most recent by DwightM December 4, 2020 5:32PM
  • Is there a way to 1. accept a customer deposit before creating an invoice? 2. then issue a receipt for the deposit received? I accept a retainer prior to starting work. I want to be able to track the money in Wave, and issue a receipt for the deposit received. At a later date when I eventually create an invoice, I can then pay the invoice using t…
    LadyLaw 5 views 1 comment Most recent by JulianP December 4, 2020 3:36PM
  • 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 9 views 0 comments Started by SueJC December 2, 2020 5:37PM
  • When I run a cash flow report for 12 months. 1. There are some expenses that do not show up at all eg: monthly expense missing for three months while I have it entered and exactly the same way but it doesn't show up on the report. 2. Now if I modify the date on this screen to just display details for oct 2020. It displays some incorrect duplicat…
    att_admin 5 views 0 comments Started by att_admin December 2, 2020 5:13PM
  • Wave’s primary purpose is to support small business owners, and we believe transparency in what we do and how we communicate with our customers is central to that mission. As Wave has expanded the products and features we build and maintain, it’s become increasingly clear that we need to adapt our approach to keep delivering software and experien…
    AlexL 30.6K views 146 comments Most recent by KennethSy December 2, 2020 5:00AM
  • Disappointed to hear that Wave won't be supporting customers outside the US and Canada, but even more disappointed that since the big notice appeared, I'm having trouble using the system :( Anyone else having trouble?
    FrankPrendergast 7 views 0 comments Started by FrankPrendergast December 1, 2020 7:44PM
  • I've started a business, and I'm working part time. I spent 10 hours this week toward the business. 7 of those hours were directly toward making the Finished Goods, and the remaining 3 hours worked on improving the website. While I don't have the funds in the account to make a draw (pay myself), I think I should represent my time as a cost in W…
    lucassoler 7 views 1 comment Most recent by lucassoler December 1, 2020 1:07PM
  • How do I change the format of my prices in the invoice. Currently it only allows for round figures, however, my prices are not round figures ie 1234,56. Currently only allowing me to add 123456,00
    Liz_Cot1 1 view 5 comments Most recent by Crabbyjacks November 30, 2020 5:41PM
  • Hi all, not sure this has been discussed elsewhere, but I was wondering whether is there any feature in wave that allows to calculate the value of two accounts/category on a specific date. Since sub-category or sub-accounts are not yet available, sometimes I find myself recording transactions which are relevant to a single project but split in d…
    Fanlike 1 view 1 comment Most recent by JulianP November 27, 2020 7:13PM
  • Newbie question: how can I go about syncing with Square to get raw sales values, prior to the 2.75% Square processing fee? As is, I only import my bank info, which includes the deposit from Square. This artificially lowers my sales figures by 2.75%, and I'm not sure how to fix this. Any advice on this?
    HCTR 175 views 9 comments Most recent by JulianP November 24, 2020 7:23PM
  • Hi There! Is there a way I can see the purchase history per item? Somewhere where I can track the cost price history of each item purchased?
    JHANI 1 view 0 comments Started by JHANI November 24, 2020 8:12AM
  • I have created a Bill on Wave and I am now allocating the transaction by selecting 'Payment Sent for a Bill in Wave' via Transactions however when looking for the vendor name this does not come up ... the difference to other vendors is that this one has foreign currency denominated invoices ... can anyone please help?
    Vera 3 views 0 comments Started by Vera November 22, 2020 6:49PM
  • Hi everyone. I need to have the following information about Waveapp to be able to report my earnings in my country: Program name: Program manufacturer name: Program vendor name: Tax number: Manufacturer tax number: I assume that these can be correct but I'm not sure. Can anyone help me? Program name: Waveapp Program manufacturer name: Wave Fina…
    Stefano_23 11 views 1 comment Most recent by Barsin November 20, 2020 5:41PM
  • Hi, I'm in the Events Industry and we of course lost all of our events for 2020 after Feb. Had to Pivit...a lot! To get buy I have done some door dash (which I created a 1099 Door Dash Income Account) but have also earned W2 income through my friend's water park, I was an employee (that had withholdings) which has been deposited into my business…
    actfb 1 view 0 comments Started by actfb November 18, 2020 11:03PM
  • hi there! i'm new to Wave and am trying to sort out how to organize reports for tax purposes (i'm in Canada, and file both income tax and HST myself). the issue i'm running up against is that the CRA tax form has expense categories which are different from what i want to use in Wave. so, once i have all my expenses recorded and categorized in Wave…
    plutek 11 views 2 comments Most recent by Barsin November 18, 2020 4:02PM
  • Whenever I'm going through all my transactions and categorizing them I like to do it one by one. However, it is really annoying when that pop up window is constantly asking me to review similar transactions. For example, some of the things I buy from Amazon are for my business and some are personal - so they'll be categorized differently. I don't …
    IvanMadeThis 1 view 0 comments Started by IvanMadeThis November 18, 2020 7:33AM
  • Greetings, I run a very small corp and it looks like Wave is excellent for everything EXCEPT filing taxes. It also doesn't export GIFI files that can be imported into a tax software like TaxTron. Does anyone know of a good converter if I export in a different format? What do most people use when filing taxes after using Wave for accounting? Thanks…
    Prairie 3 views 0 comments Started by Prairie November 17, 2020 2:22AM
  • Dear Sirs, I tried your program, I am an accountant and a small business owner. I have over 14 years of experience and I find your program great for small businesses. I would like to bring your program to Croatia, translate it and adjust it to our system and then market it and teach my customers how to use it. Please let me know if you are interes…
    Milivoj 2 views 1 comment Most recent by JulianP November 12, 2020 8:10PM
  • Hi team, I'm new to wave and not 100% sure what I'm doing. Does anyone have a checklist they wouldn't mind sharing with me so I can figure out how to reconcile my books for end of month? Thanks :)
    James21849 1 view 1 comment Most recent by AlexL November 10, 2020 4:04PM
  • Hello, I see my payouts are my correct connected bank account but I expected to see the payouts already visible in my bank reconciliation screen. -I don't have the ability to adjust a Wave Payout so I can't reset the payout (delete it and re-add it) in order to reconcile the bank account in the system. -If I add the deposit amount (as a transact…
    daisy_methods 4 views 1 comment Most recent by Barsin November 3, 2020 8:22PM
  • hey :) Love Wave! I refer so many of my clients to it. Do you offer a referral program?
    Kallimadesign 2.5K views 11 comments Most recent by mccoole October 29, 2020 9:41PM
  • Hi sorry, Im paying someone now, and the net pay is being deducted from my checking account, good, but Im building up a tax due amount, and thought payroll would be deducting the money and paying my taxes for me
    harrykerry123 1 view 1 comment Most recent by Barsin October 21, 2020 7:23PM
  • Hi there, am struggling and hoping someone can help! In my purchases, all bills have been paid and have the "paid" status with $0.00 balance due, in my balance sheet I have many of those "paid" bills showing up as a liability in my accounts payable. Also have them showing on my dashboard too. TIA
    DEFiji 1 view 4 comments Most recent by AlexL October 21, 2020 2:43PM
  • I checked the help section, it says to click om Manage your profile, i dont seem to have that option?? Please assist TIA
    ZINBALI 1 view 1 comment Most recent by AlexL October 15, 2020 1:40PM
  • I'm an accounting novice. Here is what I'm trying to do and hope I can get some advice on how to best keep track of these 3 things Keep track of personal account rental property and need to keep track of costs, income for that Starting a small farm and will eventually need to show costs and income for that to apply for farm status. Just starti…
    Sabine 32 views 5 comments Most recent by Sabine October 10, 2020 12:10AM
  • I have more than one rental property and have set each up as it's own "company" for individual P/L reporting. However, they use the same bank account for management. Is there a way to link each "company" to one general bank account in the chart of accounts so the bank balance stays correct?
    GlennF 1K views 13 comments Most recent by GlennF October 8, 2020 12:39PM
  • Hi Waveapps, Just wondering why my cash flow report doesn't appear on the report, whilst all transaction have been done. Thanks
    Agungecohero 1 view 1 comment Most recent by JulianP October 1, 2020 7:58PM
  • Hello, I'm new to capturing receipts on wave . I am trying to capture a receipt for an expense made to purchase an asset. I am not able to attach this receipt to a category because there are no asset accounts in the category drop down list under receipts. Does anyone have a walk around for this please?
    Yoyin 1 view 1 comment Most recent by JulianP October 1, 2020 6:23PM
  • Noticed a required field under Employee Tax Details - "NRA Exemption Amount" What is expected to be added in this field?Does this apply for Employees who are US Citizens?
    olllllllo 21 views 2 comments Most recent by bufordr1 September 27, 2020 11:32PM
  • Hi Guys I 've been using wave apps for a year now, I never thought to ask questions on this forum, my question is, there an easy way to add a discount on a bill given by the supplier, Your help means a lot to my business. thanks in advance
    Steveal3aneef 202 views 6 comments Most recent by Kirui September 27, 2020 11:41AM