Using Wave

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Discussion List

  • One of my credit card accounts, which was reconciled before the migration, was showing a problem with reconciliation way back in 2014. This is one of those cards where there are transactions on the closing date of the statement which are not included in the statement, as I described here:…
    janineanne 60 views 3 comments Most recent by ravisraman March 4, 2020 7:58PM
  • I have reconnected all of my bank connections and they are seem to be working (knocks on wood) although Chase keeps needing to be reauthorized. However, I still have a problem with one of them. All of the others were perfectly happy to use the existing account they were being imported into before, but for unknown reasons my mortgage insisted on …
    janineanne 34 views 1 comment Most recent by ConnorM March 4, 2020 7:29PM
  • 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 27 views 3 comments Most recent by BarsinA March 4, 2020 4:53PM
  • Can I still input transactions manually for Cash paid-paper receipts? (Without uploading them)
    Grams_2015_ 10 views 0 comments Started by Grams_2015_ February 29, 2020 2:16AM
  • I have a California LLC for my day job (consulting). I am building a web-based membership site as well. I do not want to create another LLC because I don't want to pay the $800 minimum tax again, so I'm going to operate the online business as a DBA under the LLC. Within Wave, do I need to have open (and pay for) a separate bank account for the on…
    Tim_G 33 views 3 comments Most recent by Mikeg February 27, 2020 11:46AM
  • Since the new design I am having troubles to split transactions as before. I am quite fine if Airbnb sends us one transaction and I just need to split it between the rental income and the fee. However if Airbnb sends 2-3 transactions together in one payment and I need to split it among 2-3 guests and their rental income and fees, I am lost as the …
    Petra41 36 views 2 comments Most recent by EmmaP February 25, 2020 7:52PM
  • I was trying to import CSV bank files. One file went great, with > 30 entries. The other one, with only 10 entries, only the latest 5 rows showed up . The earliest ones did not show up. Try changing the date format to YYYY-MM-DD as suggested in the forum with no improvement. Any suggestion welcome. Thank you Ben
    Benpiggy 42 views 3 comments Most recent by EmmaP February 24, 2020 8:14PM
  • I'm not an accountant I'm part of a not for profit which decide to use and since our books are so basic. I know it's an invoicing app, but occasionally we need to pay a bill for something. Can I do that and if so, where? It makes the banking link a bit pointless otherwise.
    Kangaroo_Jack 19 views 2 comments Most recent by AlexL February 14, 2020 10:28PM
  • Hello, I collect sales tax in New York City and State on most services that I offer. When sales taxes are submitted each quarter, you get to keep a portion of what you collected as a "Vendor Collection Credit" -- something around 5%. I was wondering how to account for this in Wave so that I don't overpay sales tax the next quarter, sinc…
    benjofisch 27 views 1 comment Most recent by Mikeg February 6, 2020 1:52AM
  • I have just found Wave and would like to use it, mostly for the ability to scan receipts or send photo of receipts in to be automatically input onto my account. (if i understand that correctly anyway, is that right?) I don't do any invoicing or payroll. I just want to use my wave account like a hand written checking account register showing the…
    itsleeann 25 views 1 comment Most recent by ConnorM February 5, 2020 5:00PM
  • In QBO when checks were received for invoices, these check amounts would go into an account called undeposited funds then one deposit entry was made to the bank account instead of several small ones. How do I do this in Wave.
    myoldfence 22 views 1 comment Most recent by BarsinA January 30, 2020 3:24PM
  • Hi everyone, I am in the UK and I am looking for some urgent support - happy to pay. I am preparing my business for sale so I am getting my books in order from May 2018 to date. Everything has been perfectly reconciled but I have some questions about: The use of inter company loan as a way of accounting for payments into my business account tha…
    Ava19EW 40 views 1 comment Most recent by Mikeg January 18, 2020 6:45PM
  • Good day people Does anybody know of a way to search a keyword throughout invoices or estimates? If it does not exist, will it be launched anytime soon? I think it will be a very helpful feature for us all if not available yet. Kind regards Vic
    Victor_Mynhardt 21 views 1 comment Most recent by ConnorM January 15, 2020 7:48PM
  • I have read a few posts on this topic and it seems like there is no option but wanted to be sure. To put it in terms of wave: When I create an invoice I add an item. I put in a value and a quantity. I need to track that quantity in wave. So for example I set 500 items, and the system tracks it for me. When it hits x% I get an alert. In term of g…
    ulao 44 views 1 comment Most recent by ConnorM January 15, 2020 2:04PM
  • Hi, I'm trying to workout how to change the Business address on an invoice so that the County is not on the same line as the post code? I have tried numerous different settings but i cant get it to display correctly on the line below? I have attached a Screen shot. Any ideas? Thanks (Image)
    One_Auto 21 views 2 comments Most recent by One_Auto January 14, 2020 9:42PM
  • I set up my connection to paypal from the beginning (2015) and only transaction from January 2020 and December 2019 show up? The indication of import in progress is no longer showing so I assume its done. What could be wrong?
    ulao 32 views 2 comments Most recent by ConnorM January 14, 2020 8:39PM
  • Hi, can someone tell me what a journal transaction is please? (probably a silly question!) Cheers Kate
    KateGreenART 23 views 2 comments Most recent by KateGreenART January 11, 2020 12:31PM
  • Hi! I am new to Wave and need some help. Where can I find some good training to help me learn how to use Wave in my business?
    tangosdad 29 views 2 comments Most recent by NutsAccounting January 11, 2020 4:34AM
  • I'm often paid in cash, which I just spend and don't deposit. However, I still invoice and record the income so I can pay proper taxes on it. How do I record the payment? As Cash on Hand, Withdrawal, or ??
    Shari 35 views 1 comment Most recent by Mikeg January 6, 2020 3:59AM
  • is it possible for wave to import simply accounting 2011 data? what is the way to do that?
    A1_Cleaning_Service 27 views 1 comment Most recent by ConnorM December 30, 2019 2:53PM
  • Did you guys do that or know if this is possible? Got a small business with 6 months of record keeping here so I can give more statements from my bank to make up for the 6 months I wasn’t a customer as well to the bookkeeper at Wave but not sure how much they charge and if it’s worth it rather than paying $1K+ for an accountant near me in a Toront…
    fobtoronto 38 views 1 comment Most recent by AlexL December 26, 2019 7:22PM
  • There are two sides to my business. I run a market and I also manufacture a drink. They run under the same ABN however have separate bank accounts. We want to be able to report on them separately . Sometimes one account will loan money to the other. Should I set up as two separate businesses? Any suggestions for how I can manage this?
    Rewild 26 views 1 comment Most recent by AlexL December 13, 2019 6:46PM
  • i'm moving to Wave 1/1. i already setup my business but i want to start fresh for the next year. so i only want to import my transactions starting on that date and not to carry over from 2019. do i erase my business and start a new one on that date. or how do i make the effective date 1/1?
    mstrkrft69 31 views 1 comment Most recent by Mikeg December 12, 2019 11:47PM
  • If I sent an invoice using wave and my clients wants to pay the invoice with their debit or credit card, how much would it cost me for each transaction or amount or if there is any monthly fee. Can you please help me understand the fee?
    Karan 469 views 1 comment Most recent by Mikeg December 10, 2019 4:36PM
  • 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 135 views 3 comments Most recent by EmmaP December 3, 2019 8:56PM
  • For a reason I can't understand, in one of my business in Wave I can,t access the dashboard. It's still showing me a welcome screen. How do I get rid of that. I already started doing invoices, connected my bank accounts and enrolled in Payments processing... (Image)
    ysamuelsmith 56 views 1 comment Most recent by JordanD December 3, 2019 8:15PM
  • I just started out today using Wave and I love it thus far. My business is a property I purchased and rent out, pretty basic. I am struggling with how to add my mortgage on the house into Wave properly. I have online access to my mortgage and I connected my online account with Wave, but I don't know how to properly categorize it, (It defaulted to…
    AdeleHomes 206 views 1 comment Most recent by Mikeg November 25, 2019 9:43PM
  • 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 25 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 30 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 68 views 1 comment Most recent by EmmaP November 15, 2019 7:04PM