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  • Hi everyone, nice to meet you! I'd like to extend a warm welcome to 378 new Wavers today. Let’s break the ice! We're closing in on the end of the year. What's a goal you've set for yourself or your business in 2019? Are you running or have you run any holiday-related promotions for your business? Please feel free to share any relevant links be…
    Charlotte Announcement 219 views 15 comments Most recent by AccountsPro August 20, 2020 9:27AMIntroductions
  • Hi everyone! I thought I'd change it up and post on a Friday this time around. If you have a moment to join us, we'd love to meet you! A warm welcome to 581 new Wavers for these last three weeks of November. Let’s break the ice! Are you running or have you run any holiday-related promotions for your business? Please feel free to share any relev…
    Charlotte Announcement 174 views 12 comments Most recent by AccountsPro July 25, 2020 12:37PMIntroductions
  • With our world impacted by the spread of the coronavirus, we've all had to adapt to change. We're looking to our community of small business owners to find those who have completely pivoted or in some way reimagined their business model in response to COVID-19. Whether you're consulting other entrepreneurs on navigating through these tough times, …
    CamilleB_09 Announcement 519 views 15 comments Most recent by AccountsPro July 25, 2020 12:34PMGeneral Discussion
  • We're working to help simplify your experience with Payroll by Wave, and have made recent updates to your account to help give you more flexibility and customizations around how you pay your workers. Have a question or request for a feature that will help you work more efficiently? Add your feedback here! See the full picture with improved tax p…
    Laura_Kavanagh Announcement 62 views 1 comment Most recent by Laura_Kavanagh July 16, 2019 7:33PMPayroll & Employees Release Discussion
  • We're excited to announce some new offerings to our current Payroll by Wave employers! Have a question or request for an upcoming release? Add your feedback here! Introducing Workers Compensation Workers’ compensation insurance is critical for keeping your employees and business safe. This is why Wave has partnered with AP Intego to help you ge…
    Laura_Kavanagh Announcement 62 views 0 comments Started by Laura_Kavanagh July 16, 2019 7:25PM Payroll & Employees Release Discussion
  • June 22, 9:30 a.m. (Eastern) Our engineers are currently working to resolve an issue that is creating duplicate transactions in reports for some customers. During this time, we recommend holding off on creating any journal transactions. Thank you for your patience, and we apologize for any inconvenience this may cause. We will post updates here…
    Charlotte Announcement 889 views 55 comments Most recent by JamieD July 4, 2019 10:44PMTechnical Support
  • If you're in Canada and have logged into Payroll recently, you may have noticed that you can now add Independent Contractors to your regular scheduled payroll! This is something users have been asking for, and we're so happy to say that you can now easily manage and pay your independent contractors. Just like generating T4's for your employees, t…
    Laura_Kavanagh Announcement 146 views 0 comments Started by Laura_Kavanagh February 7, 2019 2:45AM Payroll & Employees Release Discussion
  • Welcome to our Wave Features discussion! Wave exists to help small and growing business owners be more successful, and we appreciate your suggestions and input on how we can continue to improve. That doesn’t mean we can build everything that everyone asks for, however, so we’ve created this reference to explain what Wave is here to do, and how we…
    Charlotte Announcement Closed 4.4K views 0 comments Started by Charlotte February 26, 2018 3:30PM Wave Features
  • (Image) What to do if Wave can't read your statement in CSV formatIf your CSV file doesn't upload properly, you might see one of the error messages below. Read on for troubleshooting tips, or try using our CSV template, which you can download here. Error: "T... Read the full story here
    System 18.4K views 122 comments Most recent by IBTEHAJ_AHMED November 25, 2020 8:02AMHelp Center Discussion
  • Hi there, I have just started using Wave and I am trying to create an invoice but whenever I go to save or preview it it comes up with the following: “Unable to save invoice, validation error” Could someone help with this? I’m sure I’m doing something minor wrong! Thank you!
    Jono_Ross29 190 views 9 comments Most recent by Noura_Alnoaimi9 November 25, 2020 7:44AMSales & Invoicing Technical Support
  • Trying to record a journal entry in my Wave C$ account. I have a US$10,000 transfer from a US$ account to C$ account which shows as C$13,132.37. The exchange rate is known as these numbers are actually what happened but Wave is using a different exchange rate. How do I "fix" the exchange rate to 1.3132 so this journal works?
    lupusden_6115 8 views 1 comment Most recent by Liza_ko November 25, 2020 4:46AMAccounting Technical Support
  • If I export receipts from Wave, the file-name has date and company. This is the only OCR software I have found that can do this and it's quite 99% accurate and very impressive. But it would be better if it could rename the receipt files as: [Date]_ [Amount]_ [Country-Code]_ [Card-Number]_[Company] For example: 2019-07-03_$99.99_usa_c1098_mcdon…
    russell888 107 views 2 comments Most recent by LBD November 25, 2020 3:49AMGeneral Discussion
  • Over the last few years we’ve heard lots of feedback from you here in the Wave Community and 1-to-1 about our PayPal integration. What we heard was that our integration with PayPal was unstable, and that the service has been becoming increasingly unreliable. This was sadly true: Wave’s PayPal integration was built a long time ago to connect with a…
    PaulC 365 views 12 comments Most recent by tipliza November 25, 2020 3:43AMAPI & Integrations Technical Support
  • (Image) How to customize your invoices and estimatesYour Wave invoices can be as individual as you are.  Follow these tips to learn how to make invoices for your business that you are proud to send. Click on Settings in the bottom left corner and s... Read the full story here
    System 18.4K views 131 comments Most recent by LBD November 25, 2020 3:32AMHelp Center Discussion
  • So a new client all of a sudden has multiple invoices tagged to the account that are paid back in 2019. The problem is the previous invoices were actually from a different client but now showing the new client. Problem with this: I can't tally now properly total of each client When I try to check previous invoices, I'm now confused since they are…
    DaveVisaya123 4 views 6 comments Most recent by DaveVisaya123 November 25, 2020 3:22AM
  • How would I check where gone wrong with my trial balance? Im able to find the specific date which make trial balance not tally but not able to detect which account? need help, Thanks
    SFAI 15 views 13 comments Most recent by hashim November 25, 2020 1:56AMHelp Center Discussion
  • Hi, I created an invoice for an existing customer and took a CC payment over the phone and sent them the receipt. When they received the recipe they have requested I edit the business name (they want to allocate it to a different entity!). In other accounting systems I would reversed the payment and edit the invoice but I cant seem to do this. An…
    EmilyM 5 views 0 comments Started by EmilyM November 25, 2020 1:52AM Sales & Invoicing Technical Support
  • How do we enter in check numbers for checks that we have written using our checkbook register?
    ReneeD 74 views 4 comments Most recent by BillJAY47 November 24, 2020 11:33PMAccounting Technical Support
  • Hi, Is there a way to create a new business under an account using the API? In order to keep things clean, it'd be best to just create a new business per user to keep products and whatnot separate from their main business, where I would be writing and reading products, customers, etc :smile: no problem if not! Would just reduce error on my end, an…
    Fretless 12 views 3 comments Most recent by Fretless November 24, 2020 11:05PMAPI & Integrations Technical Support
  • (Image) Provide your business's ownership informationTo comply with the FinCEN mandate for customer due diligence, beginning May 11, 2018, when you’re getting started with Payments by Wave, we are required to obtain information about every person wit... Read the full story here
    System 4.5K views 42 comments Most recent by JulianP November 24, 2020 9:58PMHelp Center Discussion
  • (Image) How to create a transfer between two accounts (e.g. categorize a credit card payment)In Wave, when you move money from one bank account to another, you need to record a transfer. This makes sure your account balances are correct, and that you won't mistake a simple movement between... Read the full story here
    System 25.5K views 94 comments Most recent by Mikeg November 24, 2020 9:46PMHelp Center Discussion
  • Following the instructions in this page (, when I click on a transaction -> Choose a category -> Transfer to Bank, Credit Card, or Loan -> it does not show the corresponding transaction from the other bank account receiving the transferred funds Please help!
    waving 6 views 1 comment Most recent by JulianP November 24, 2020 9:40PMAccounting Technical Support
  • (Image) Uploading your receipt for accounting purposesOnce you've snapped a photo of, processed, and reviewed your receipt, the final step is to upload it to your Wave account so that your books are all in order. This article will explain what that me... Read the full story here
    System 5.5K views 41 comments Most recent by JulianP November 24, 2020 9:31PMHelp Center Discussion
  • I have various income categories ("accounts" in the Income tab of my Chart of Accounts) for the different types of work that i do. It would be really useful to be able to see a simple chart of how my income breaks down according to those categories -- something like the Expenses Breakdown circle graph on the Dashboard. I don't see a way…
    plutek 4 views 0 comments Started by plutek November 24, 2020 9:11PM Wave Features
  • A lot of my work is paid on the basis of a contract with someone hiring me -- they simply pay me (and issue a payment record to me) without requesting an invoice from me. in such a case, i need to use the "Add income" button on the Transactions page to enter that income, and there's no way of keeping a digital record of the payment recor…
    plutek 4 views 0 comments Started by plutek November 24, 2020 8:23PM Wave Features
  • (Image) How to change your fiscal year-endWave automatically sets your fiscal year-end to December 31st. Follow these instructions to set the fiscal year-end of your business to a different date. Ensure you are signed into the business you... Read the full story here
    System 2.9K views 33 comments Most recent by PierreDV November 24, 2020 8:07PMHelp Center Discussion
  • (Image) Frequently Asked Questions about Foreign CurrencyOops! This article is meant for a different version of Wave Accounting! You can search the Help Center for another article here. Foreign exchange can be a tricky topic, but we try to make it easy... Read the full story here
    System 1.3K views 23 comments Most recent by JulianP November 24, 2020 7:53PMHelp Center Discussion
  • Hello, I sent my first invoice through Wave. The customer says they paid it but I haven't received any notification of payment through Wave. The invoice shows as overdue. Can someone let me know if it is possible for me not to be notified? Is an email notification supposed to be sent to me when the customer pays? Any way to track through Wave i…
    Melodie 6 views 1 comment Most recent by JulianP November 24, 2020 7:28PMSales & Invoicing Technical Support
  • 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 167 views 9 comments Most recent by JulianP November 24, 2020 7:23PMUsing Wave
  • Hi Wavers! Does anyone have experience with uploading the CSV statements from PayPal into Wave? I'm trying to wrap my head around how to format this right. Which columns am I supposed to remove? Also will I be able to handle the PayPal fees on there?
    Ellie_Writes_Things 880 views 10 comments Most recent by JulianP November 24, 2020 5:54PMAPI & Integrations Technical Support
  • (Image) How do I issue a refund?Sometimes, for any number of reasons, you may have to issue a refund. We do our best to make this process quick, easy, and intuitive. Click Sales > Payments in the left-hand navigation menu. ... Read the full story here
    System 11.4K views 99 comments Most recent by JulianP November 24, 2020 5:48PMHelp Center Discussion
  • Hi, is there any way to book bill directly under Inventory Accounts instead of Expenses? Secondly, if we select any Product/Services under Selling and Buying option and can se get the relevant product report. I mean any option to check the balance quantity [in Units & in Monetary] for specific units.
    Irfan_Raza149 3 views 3 comments Most recent by JulianP November 24, 2020 5:28PMSales & Invoicing Feature Ideas
  • (Image) How do I troubleshoot my bank connection?Oh no, it's a redirect message! This article applies to a different kind of bank connection. Read more about bank connections. Bank connections are a great way to get data into Wave. Those buildi... Read the full story here
    System 13.4K views 257 comments Most recent by Ziglu November 24, 2020 5:21PMHelp Center Discussion
  • Hi, how can I add an "Project Description" to a invoice. You can probably add it as an "Default Sub Heading" and go and edit it each time you invoice a new project? Any suggestions?
    Hokleeu 5 views 1 comment Most recent by AlexL November 24, 2020 5:15PMSales & Invoicing Technical Support
  • If a client doesn't pay a recurring invoice, is there a way to automatically add the unpaid amount to next month's recurring invoice?
    aristosv 4 views 1 comment Most recent by AlexL November 24, 2020 5:13PMSales & Invoicing Technical Support
  • (Image) How to split a transactionIf you made one lump sum payment for a number of items that belong in different categories, or if a customer paid you a single check to cover several invoices, you'll need to split the transaction ... Read the full story here
    System 9.4K views 89 comments Most recent by AlexL November 24, 2020 5:06PMHelp Center Discussion
    Hello Wave team! I am very satisfied with Wave Accounting and I have an idea/need that could be important to other users. Daily I receive payments in bank accounts that I must assign to a client's account, it would be very good if we could attach the image of the receipt. Hope it is a good idea and can be implemented.
    EDS 4 views 1 comment Most recent by JulianP November 24, 2020 5:05PMAccounting Feature Ideas
  • (Image) How to invite your accountant, bookkeeper, or business partner to help with your accountWave makes it easy to let other people help with your accounting. You can grant access to a trusted individual — an accountant, bookkeeper, tax preparer or business partner, for example — by inviti... Read the full story here
    System 12.1K views 19 comments Most recent by AlexL November 24, 2020 5:00PMHelp Center Discussion