Using Wave

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Discussion List

  • Hi, can anyone help? My partner inputs our receipts via the Wave mobile app, so they then appear on the bank transactions as a duplicate transaction alongside the actual expense transaction from the bank! Wave have said that this should be rectified by ticking the two and merging, which works in that it takes the receipt transaction off the sheet…
    LindaR58_ 10 views 3 comments Most recent by Ryan_W March 19, 2019 8:50PM
  • How would I go about accounting for my recent corporation tax payment as I tried to add another expense account and I am only given four options; Operating Expense, Cost of Goods Sold, Payment Processing Fee and Payroll Expense, all of which count as tax deductible expenses? What I need to account for is non tax deductible, however does count as …
    JamesW 5 views 5 comments Most recent by Mikeg March 19, 2019 7:21PM
  • Hi I am using this app in Germany Berlin I would like to get it in actual German language can anyone help me? Email
    Johnnyrooney1 6 views 2 comments Most recent by JamieD March 18, 2019 11:31PM
  • Hi ive just created a wave account on my PC and downloaded the app to scan receipts. ive just scanned three receipts and they have all moved to the "done" tab. How to i upload them to the account on my PC? I assumed they would be linked and transferred automatically. Not the case. Help please.
    Wendy 6 views 1 comment Most recent by Ryan_W March 15, 2019 10:45PM
  • Can multiple email addresses be used as Primary? the reason is that different Directors can email receipts via email to Wave. Please clarify. thanks,
    Srinivas 9 views 1 comment Most recent by Zoe_caff1 March 12, 2019 8:56PM
  • cpocpo
    I am new to wave, and I don't even know enough to know how to search for what I am trying to do. Right now, I was just planning to set up wave to track expenses and income associated with training that I provide. Here's the basic rundown: * I put on a training course with 10 students. * I already received cash payment for the training from e…
    cpo 12 views 2 comments Most recent by Zoe_caff1 March 12, 2019 5:58PM
  • I am using Wave for both personal and business. I really like how it can categorize all the income and expenses, but because only my personal accounts are linked (and not my husband's), it's only tracking and organizing half of our family's finances. Do any of you have yours and your spouse's accounts all linked to the same Wave account?
    erinmichael 11 views 0 comments Started by erinmichael March 8, 2019 5:46PM
  • Can anyone please tell me the steps to undo a monthly reconciliation
    jackiehaldorson 3 views 1 comment Most recent by alexlewiszarkos March 7, 2019 5:47PM
  • OK - here is the scenario. I have a customer that after viewing the Customer Statement of Accounts shows that they have a credit balance - money that they have overpaid. How would you handle this? My thought would be to set up a new account under Chart of Accounts / Liabilities / Customer Prepayments and Customer Credits. How would I sho…
    scout_treas 13 views 4 comments Most recent by Ryan_W March 5, 2019 11:56PM
  • Can anyone suggest how I might apportion expenses like utilities, phone, rent etc recorded in our personal accounts across to my wife's and my business accounts for tax purposes? Example, $100 in utilities category in personal account, transfer $33 to utilities category in my business acount and $33 to utilities category in my wife's business acc…
    OldStace 11 views 1 comment Most recent by Mikeg February 22, 2019 1:54PM
  • Hi, Getting a bit confused over the new set up regarding Stripe payments. When a payment received by Credit Card Wave automatically puts a listing for the amount in my account as income and states "Transactions that are automatically created in the Wave system can't be edited or deleted." However, then my bank post the actual payment to my a…
    Wilson765 12 views 2 comments Most recent by Wilson765 February 22, 2019 10:11AM
  • I would like some clarification as to how Receipts are used. A Scout parent purchased some items and I would like to see that he gets reimbursed for this. I have the receipt, but the only thing I can think of doing is creating a vendor bill with that Parent's name. Please let me know the best way to handle this.
    scout_treas 12 views 1 comment Most recent by Samd February 21, 2019 4:57PM
  • Hi, I use Wave to manage a small business. Up to this point I have just used it to record and manage entries from a business checking account, but I recently inherited a property, which I have transferred to the business as a rental property. I've been experimenting with Journal Entries, but I must be doing something wrong... Here are the de…
    Matt_UKTX 30 views 2 comments Most recent by MerlinAccounts_UK February 20, 2019 10:12AM
  • Hi guys Help on this one if possible! Sales Tax owed in Wave $153.95 In the real world - Sales Tax with Tax Office $154 Penalty with Tax Office $210 Credit with Tax Office $460 Balance with Tax Office $96 Sales Tax refunded to bank account in Wave $96 Questions - 1. How do I balance out the $153.95 correctly calculated by Wa…
    Chris_SHCC1 2 views 4 comments Most recent by Chris_SHCC1 February 19, 2019 11:31PM
  • PayPal hasn't updated in a while. How can I get it to sync?
    Theresa_Earth1st 21 views 1 comment Most recent by Samd February 15, 2019 8:59PM
  • I am trying to write off some bad debt by using an Account called "Undeposited Funds" that I have created. The Undeposited Funds account does not show under the Payment Accounts when I try to pay the invoice. In the old Wave I could select the Account in the Chart of Accounts as a Payment Account. I cannot find this in the new Wave. Can anyone ple…
    97nbf 12 views 8 comments Most recent by JamieD February 14, 2019 6:01PM
  • How do I find my cash on hand and the receipts I sent from wave for my clients?
    alleypat 11 views 1 comment Most recent by Charlotte February 13, 2019 1:58AM
  • 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 21 views 4 comments Most recent by dvdlock February 12, 2019 6:04PM
  • New Wave fellow here. I am setting up an employee to use wave at customer service counter. I want that employee to create an estimate and invoice, plus log in his hours worked in the time sheets. Please help. Thanks.
    xcel 1 view 2 comments Most recent by Siobhan_Hitchmough February 12, 2019 5:30PM
  • I want to export my customers from Wave into a CVS format. Is there a way to do that? Thanks.
    arndtcellars 30 views 2 comments Most recent by amandak February 12, 2019 4:24PM
  • Hello, can I change a quantity from pcs, boxes,.. to kg, hours etc.. or I have to put services on one invoice and items on another, or put a notice in explanation?
    Cartmann 1 view 1 comment Most recent by amandak February 12, 2019 3:48PM
  • I'm pretty confused by the Wave receipt system. The most basic service of an accounting service should be to link receipts/bills to the bank transaction, yet I can't figure out how to do it. Posting receipts to accounting creates completely useless duplicate transactions, and requires you to fill in a bunch of information for no reason just to c…
    Janto987 Closed 23 views 1 comment Most recent by Katie_Wave February 12, 2019 3:09PM
  • Hi, Is there a way I can see the details of the transactions which impact the "Unrealized Gain on Foreign Exchange" account. I see that account in my P&L and would like to see which transactions affected that account and how much. However, I don't seem to be able to click on the line in the P&L (like I can do with other accounts). Than…
    CelWave 13 views 1 comment Most recent by Ryan_W February 11, 2019 6:59PM
  • Would Business Personal Property Tax be an Operating expense or Liability? For sales tax paid for items resold that we collected the state tax on how / where is it recorded. Texas doesn't send us an invoice, we just calculated it based on our sales. Thanks !
    Annette17 12 views 4 comments Most recent by Annette17 February 8, 2019 12:36AM
  • 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 28 views 4 comments Most recent by MerlinAccounts_UK February 1, 2019 6:26PM
    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 11 views 1 comment Most recent by JamieD February 1, 2019 5:15PM
  • I’m currently running a 30% off special that ends on February 6, but only for a specific short list of products and services. I tend to change my promotional offers every three or four weeks, but how would I apply this in wave?
    FrostVideoRescue 1 view 0 comments Started by FrostVideoRescue February 1, 2019 2:02PM
  • 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 11 views 1 comment Most recent by JamieD January 31, 2019 5:23PM
  • 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 12 views 3 comments Most recent by JamieD January 30, 2019 11:22PM
  • 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 26 views 1 comment Most recent by JamieD January 30, 2019 7:49PM