Using Wave

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Discussion List

  • 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 37 views 7 comments Most recent by Dennis August 27, 2019 1:57AM
  • 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 56 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 20 views 1 comment Most recent by Myron August 8, 2019 6:18PM
  • Good day all. My second question !!! I am starting my own drone-business where I build drones. For this I need to buy a lot of components to build my drones with. These purchases I have put under bills and the "expense category" I made "inventory". This seems to be working fine. I have also purchased these Linvar wall-mounted…
    John_Longland1 44 views 1 comment Most recent by JordanD August 2, 2019 1:53PM
  • Good day all I am starting my own business ( Trinity Drones ) and I have to get to grips with the accounting side of things. This is a challange as I am an engineer ! I have created an account and started entering transactions where I purchase inventory items. I can then enter the payment detail. With this being a sole proprieter business I am ru…
    John_Longland1 27 views 3 comments Most recent by Mikeg July 31, 2019 8:08PM
  • I set up a login and invited a client to join then realised that it is best if he sets up the company as he can connect the bank feed. 1) Do i delete my Wave account? 2) Do i join or add when i get the invitation from him? Do I need to use my current login or create a new one? Thanks
    Andy_Perchard1 16 views 2 comments Most recent by Andy_Perchard1 July 31, 2019 8:17AM
  • I never did get the PayPal integration to work so I set up PayPal as an account under Cash and Bank and manually log each transaction or allocate via invoice payments. I log the full amount and then add an expense for PayPal fees. When I withdraw PayPal funds to the bank account I categorise that as a transfer from PayPal. Am I doing this right? …
    AndyK 44 views 1 comment Most recent by Myron July 30, 2019 7:27PM
  • For any of you that are also using Wave for your personal transactions, do you use the personal profile or the business profile? And why?
    Ceasanny 40 views 1 comment Most recent by BarsinA July 24, 2019 8:11PM
  • Hi when I send an invoice I can choose to send it via email or SMS.. however when I try to send a receipt for that invoice I can only seem to send it via email.. can anyone tell me how to do it please
    Nifti_Nikki 55 views 1 comment Most recent by JamieD July 24, 2019 4:55PM
  • This discussion has been moved.
    ChelseaK Closed 1 view 0 comments Started by ChelseaK July 12, 2019 3:41PM
  • Hi, have set up Sales Tax and followed the steps as per instruction however it's not showing up on my Report for sales tax.
    Debbie_G1 19 views 4 comments Most recent by tatiav July 11, 2019 11:28PM
  • So the invoices that are paid through wave are not coming up on my income report? And I am not able to change these transactions. They don't seem to be classified as income for some reason.
    lindswall 22 views 3 comments Most recent by ZoeC July 10, 2019 7:23PM
  • s2cs2c
    Hello, as a single member LLC owner I pay $300 of Franchise Tax annually to the state of Delaware. How should I be categorizing that expense?
    s2c 61 views 1 comment Most recent by Mikeg June 30, 2019 12:35AM
  • Good day I'm Robyn, from South Africa. I'm relatively new to Wave and enjoying the program thus far. Could you please advise me how to delete information imported? I've uploaded a bank statement because yesterday I couldn't get it connected to my business bank account. Today I managed to link it but I would like to have statement uploaded removed…
    Robyn1 20 views 1 comment Most recent by ChelseaK June 26, 2019 7:34PM
  • I am seeking support to learn generate a basic sales report for a time period that includes sales for resale, direct sales and sales tax collected. I need it to submit state sales taxes. When I generate a sales tax report, I don't get all the information I need, like my sales for resale and sales exempt from state tax. I would really appreciate an…
    FullFlower 27 views 2 comments Most recent by FullFlower June 21, 2019 6:18PM
  • Where do I find the category for income tax refund income?
    SuzannePaschall 85 views 4 comments Most recent by SuzannePaschall June 20, 2019 10:48PM
  • Hi, my base currency is GBP. But I have a USD account with some dollars in it. I now want to transfer all the USD to the GBP account. So I create a transfer between the USD and the GBP account. I amend the amount received, and automatically get a gain/loos on currency exchange transaction as well as the transfer. This looks fine to me. The USD a…
    JanPW 79 views 3 comments Most recent by JamieD June 20, 2019 8:36PM
  • In a February 2019 post, @Mani stated: (Quote) I use Wave for personal account tracking since it is standard accounting and less like other products where they are too non-accounting focused for my preferences. I use a business profile to keep track of corporate travel expenses since I travel a lot. I realize this isn't your bread and butter us…
    kincaid0421 48 views 1 comment Most recent by JamieD June 20, 2019 3:52PM
  • I'm own a small Ltd business in the UK and need to file the first company accounts and corporation tax returns. I'm new to accounting. An accountant just quoted me for £650 to do that. The company has made only purchases of goods in the first year, without any other trading, most being in my name which need to be transferred over as company assets…
    alexr 107 views 4 comments Most recent by thomssi June 18, 2019 3:06PM
  • I have just exported my Account Transactions report to CSV because I wanted to make some graphs with the numbers. When I look at the CSV generated though, all the numbers are actually strings with the currency symbol on the front. Is there a way to export all my transaction data as a CSV with actual numbers or do I have to manually edit every tran…
    morag 67 views 7 comments Most recent by thomssi June 18, 2019 1:37PM
  • PipPip
    I am using Wave for a local Scouts group and a great many of our expenses are processed as reimbursements to the leaders when they give me their receipts. So, I'm wondering if using the Receipts App might be a good addition for us? I've had a play and it seems fairly easy to use, but I'm afraid the request for accounts and categories could scare …
    Pip 30 views 3 comments Most recent by Pip June 18, 2019 7:39AM
  • I tested out Wave in 2013 and felt it was still too new with some basic features. It seems some basic features are still missing, unless someone can help me with a work-around... * Is there no way to see pending/uncategorized transactions on dashboard? Do you have to manually go and see if anything is not reviewed on the Transactions page? (Just …
    aparis99 25 views 1 comment Most recent by ChelseaK June 13, 2019 7:51PM
  • hey :) Love Wave! I refer so many of my clients to it. Do you offer a referral program?
    Kallimadesign 2K views 10 comments Most recent by JJTC June 12, 2019 7:15PM
  • I am facing issues with saving the 1. notes and 2. email format 3. Banking details 4. integrating it with Bank account etc... 5. Creating multiple accounts and managing them thr mobile... Please advise, how do i do it...
    Mayur 15 views 3 comments Most recent by ChelseaK June 11, 2019 8:05PM
  • In order to have good record-keeping I feel I need to add a Vendor to each transaction. However, since adding the Vendor is an additional step and slows down data entry, I am wondering If I should stop using the add vendor feature and only use it for important Vendors. Would be nice if the vendor could show up in-line with the rest of the transact…
    tekfranz 50 views 6 comments Most recent by smhondl June 6, 2019 7:07PM
  • hi. how do i change the options under receipts ? there is no options of expenditure in the farm profile that allows you to allocate expense to packaging. is there a way to create a new allocation? i need a packaging choice for expenses under receipts for a farm profile.
    koekwe_farm21 37 views 1 comment Most recent by JamieD June 4, 2019 7:10PM
  • I use my personal visa/bank accounts or cash to pay for business transactions. What is the best way to account for these in Wave? All expenses need to be repaid to our family account as this is where the above visa accounts are paid from. Any help greatly appreciated. Just spent half a day uploading receipts for April/May and now think I've done i…
    VicPicMark 96 views 1 comment Most recent by JamieD June 4, 2019 4:58PM
  • I am trying to create the transactions that it takes to account for giving away a free sample.. Cost to buy is $100. usual retail is $200. I gave away a free unit. I want to expense $100 against advertising what is the other half of the accounting entry in my WAVE accounts? Recommendations? Best practice?
    Camander 59 views 3 comments Most recent by Mikeg June 4, 2019 1:56PM
  • Hi all. I am a new consultant that just incorporated and I recently started a contract with a client. I am new to being a business owner and know nothing about accounting. I'd like to list off what I'm going to be doing and I hope someone can tell me if Wave can take care of these items. 1) I know that Wave can connect to my Business Bank Accou…
    BrianH 50 views 3 comments Most recent by AlexL May 31, 2019 4:04PM
  • Hi, I have been using wave for a few years. I would like to be able to see categories in transactions for items i have invoiced. I can see from a recent post from wave, how to attach a category for the items, but can not work out how i can do this for the past items. Thanks tim
    pambulabeach 26 views 1 comment Most recent by AlexL May 31, 2019 3:42PM