Using Wave

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Discussion List

  • So this may sound silly but...if I have my bank connected and it imports the transactions into Wave do I have to put in the utility bill under purchases (?), pay it (bank payment) and then when it is imported just mark reviewed?
    600wrllc 4 views 1 comment Most recent by Mikeg November 21, 2019 10:52PM
  • Hi all, A new user here. I’ve been able to sent invoices successfully but wanted to know if it was possible to send out a contract (pdf or other) at the same time as sending either an invoice or, preferably, an estimate. Loving all the other features so far. Thanks Steve
    SteveTmusic 5 views 1 comment Most recent by ConnorM November 20, 2019 8:40PM
  • Hi, Forgive me if this is a stupid question that has been asked a million times, but I've just signed up to Wave and I've been adding my receipts but I'm getting stuck on how to categorise some of them. In particular, because I've just started up as freelance videographer, I've been buying some new bits of equipment and it's not clear what categ…
    daveordid 6 views 2 comments Most recent by daveordid November 20, 2019 12:18PM
  • Hello! I have recently begun as treasurer for a non-profit and have been using Wave for the past year. In preparing for this year's year end, I noted a few issues that I hope I can get some assistance in correcting. * Assets, we have inventory and equipment (I have created both of those separate accounts correctly). How do I properly adjust the …
    cnconroy 10 views 1 comment Most recent by EmmaP November 15, 2019 7:04PM
  • Is there a 'best practice' with regard to categorizing the starting balances in Wave after importing transactions from my bank?
    Stijn 1 view 1 comment Most recent by Mikeg November 15, 2019 1:18PM
  • Hi all, my teenage daughter has a candle making business that she runs from a Facebook and Instagram page, and she currently just uses excel to track orders/sales and costs etc. Does Wave keep a track of cost of goods sold, gross profit, net profit, orders and sales? Doesn't need to have a lot of functionality, just needs to show her how much mone…
    jase 13 views 5 comments Most recent by AlexL November 14, 2019 9:01PM
  • Hi all, longtime user first time caller. I currently am starting a hospitality business (motel) and I'm trying to update a balance sheet to include the value of the real estate and the liability of the loan and am having trouble creating the right accounts to accuately represent in the reports. Any suggestions on how best to handle? Thank you in a…
    mentalsweat 3 views 3 comments Most recent by Mikeg November 14, 2019 12:15AM
  • How do I record business income without going through a whole invoice process? I get paid from Uber and Lyft once a week and sometimes more often than that and each time the amount is different so I would have to do pricing from scratch every single time. I am paid directly into my bank account. Any thoughts and ideas? Thanks BluJ
    BluJ 21 views 5 comments Most recent by RyanZenLama November 13, 2019 1:57AM
  • I've just started using Wave for our Cub scout pack and I'm modifying to work with what we do. I have categories set up for our Fundraising in income and expenses. For instance, I have a Fundraising - Popcorn category set up for both. Is there a way to have 1 category that is both income and expense so I can see how much total profit we made on…
    mnyrac 1 view 1 comment Most recent by AlexL November 11, 2019 8:48PM
  • I use a web site builder and a credit card processor and Wave for my accounting. I can print a shipping label from my web site to ship an order, I can also get wave to import my credit card data to categorize charges, why can I not get an invoice to appear in Wave when I make a sale? How the heck do I get these three organizations to talk together…
    Jamr 11 views 1 comment Most recent by BarsinA November 8, 2019 10:32PM
  • Is there a partner referral link to enable me run campaign to retarget prospective client to wave?
    Erehcla_Global1 11 views 5 comments Most recent by BarsinA November 8, 2019 7:13PM
  • Are we able to create and print shipping labels through wave? Or will I have to use a seperate client for that?
    Kaysjewelry13 51 views 3 comments Most recent by AlexL October 30, 2019 6:26PM
  • I am new to this. There seems to be an invoice missing in my system, any ideas how i may find it please?
    Idilicom 2 views 1 comment Most recent by Idilicom October 24, 2019 12:10PM
  • 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 182 views 8 comments Most recent by EmmaP October 23, 2019 6:58PM
  • Please tell me how secure this app is for having sensitive information that is needed for payroll like a companies Articles of Organization and EIN number plus employee's social security numbers/addresses/phone numbers. Thank You.
    AiolaV444 1 view 3 comments Most recent by ConnorM October 21, 2019 6:26PM
  • I own an event management business and I want to use Wave in a way that I will know the expenses versus income for each event I run. At the moment I am adding each new event as an account and recording both the payment from the client and the expenses associated with the event under this account. However I noticed that the account is actually fall…
    inthedetaileventsuae 1 view 3 comments Most recent by EmmaP October 11, 2019 7:57PM
  • H_JH_J
    Hi! I've just joined Wave and I have admin status, but I don't have a 'Sales' option in my menu so I can't get at the invoices section! All options are ticked for me on the owner's site - we've checked. What do I need to do to get at sales? All help gratefully received!! Thanks...
    H_J 3 views 1 comment Most recent by AlexL October 10, 2019 9:39PM
  • I have tried several times to complete my application and it always says my identity cant be verified. I have answered all the ID questions correctly, uploaded my ID and EIN from IRS. How can I get past this issue and get my business back to making money?
    PainterMike 1 view 1 comment Most recent by AlexL October 10, 2019 9:37PM
  • 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 12 views 3 comments Most recent by BarsinA October 8, 2019 7:57PM
  • We run a music studio and send out monthly invoices to our clients. Sometimes those invoices need to be changed due to cancellations or sickness, etc... When I send the original invoice, a unique blink is created for the customer to view it at. When I edit an invoice, it appears that a new link is created that directs to the new, edited version, b…
    WernerMusic 1 view 1 comment Most recent by JordanD October 8, 2019 6:21PM
  • Is there a way to run and print a report of just income?
    scottcnj 1 view 2 comments Most recent by Mikeg October 3, 2019 11:58AM
  • When you create a new business and select "Real Estate" as Type Of Business, several options for business sub-type pop up. I am confused about two options in particular, Real Estate Rental and Landlord. What's the difference between these two? If I am a landlord with multiple rental units, which do I select? (I am setting up each renta…
    olingerrentals 55 views 3 comments Most recent by AlexL October 2, 2019 6:57PM
  • Have not used Wave for a while, just coming back to it for a few clients. All changed since I last logged on - looks good and still great package for free
    JudeRose 1 view 1 comment Most recent by AlexL September 24, 2019 5:58PM
  • If we get the advance payment from the customer, how will we update the payment under that customer name? Customer is asking for ledger for reconciliation his account. Please suggest.
    gauravsuryan12 1 view 1 comment Most recent by BarsinA September 23, 2019 9:11PM
  • I get a notification on my mobile device that an invoice has been viewed by my customer. How do I see the time and date of when they have viewed aforementioned invoice?
    Jacobrcarter 11 views 1 comment Most recent by ChelseaK August 27, 2019 7:32PM
  • Wave, please bring back the advance feature. It's so frustrating it was canceled randomly with no explanation or heads up. We love Wave - but this has made us want to switch our systems over. Please comment below and maybe they will bring back Advances!! ! Jake
    Studio204_ 43 views 0 comments Started by Studio204_ August 27, 2019 2:23PM
  • Hi everyone I would like to know how to make a backup monthly of all my accounts. My first problem is that clients fall in arrears and I have to write of the debt and thus delete these accounts. When they later get on their feet, many use old invoice numbers of deleted accounts and then I dont know who made the payment. A second thing is that I re…
    Haelene 12 views 7 comments Most recent by Dennis August 27, 2019 1:57AM
  • HI Guys, I haven't seen any 'support' yet for my query about starting balances, even though I have an email asking me to rate the 'help' I have supposedly had!!! I have done an April/May GST report and now need to do the June/July one. The problem is I have no starting balance appears!! Shouldn't it carry from from April 1 through to the end of Ma…
    philm326 11 views 1 comment Most recent by ZoeC August 23, 2019 7:12PM
  • I'm looking to import my CRM information in to Wave. If customers in the CSV file already exist in Wave, will it just edit the existing file or will is create a duplicate one?
    HuskyLogic 2 views 3 comments Most recent by ZoeC August 23, 2019 6:58PM
  • Can someone PLEASE help me before I totally loose my mind. Im totally new with this technology stuff, so that doesnt help. But Im trying to add our Ministry info. As a new buisness, but instead its a Ministry..Tithes, offerings, reports etc...I will appreciate it more than you know!!
    flrodeogirl 2 views 1 comment Most recent by Myron August 8, 2019 6:18PM