accounting

Discussion List

  • I have seen this a few times now and it's quite confusing. My dashboard is showing that it has synced with my bank account 18 minutes ago and showing a balance that is way off. When I go to Transactions I can see the new transactions from my bank and have categorized them. In addition, the Transaction screen is showing the correct balance for m…
    dtwconsulting 3 views 4 comments Most recent by LJ9385 December 5, 2020 2:47AMTechnical Support
  • In [Accounting] [Transactions], when I check multiple transactions and choose [Edit], I can only change [Category] and [Tax], but many of my transactions have the same [Customer] or [Vendor], so it would be nice to be able to change those at the same time, rather than go back into each every transaction and set the [Customer] or [Vendor] one by on…
    christopherdawes 92 views 6 comments Most recent by JulianP November 27, 2020 8:58PMAccounting Feature Ideas
  • I need to submit my business return to CRA and because my first year was very simple (zero revenue, very few expenses), I don't want to use my accountant for this (I have another business that is much more complicated and he and my bookkeeper use Quickbooks to manage bookkeeping and accounting for that). From what I can tell, Wave doesn't have an…
    Mikebrcic 916 views 12 comments Most recent by Barsin November 27, 2020 8:02PMAccounting Technical Support
  • Following the instructions in this page (https://support.waveapps.com/hc/en-us/articles/208621616), 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 2 views 1 comment Most recent by JulianP November 24, 2020 9:40PMAccounting Technical Support
  • Hi, Is there a way whereby i can tag each transaction of a particular project/event/invoice so that I will be able to track the profitability of that particulat project/event/invoice? This will be a great feature as many business dabble in multiple projects at one time and it would be good to be able to track which of the projects are yielding m…
    Jeev_Da_Man 1.4K views 4 comments Most recent by Brendon November 19, 2020 2:26PMAccounting Feature Ideas
  • I deleted an invoice, but the amount still shows on the P&L. When i click on it says - The page you tried to visit doesn't exist This is usually caused by an incorrect or outdated link. Please assist
    Beke2020 31 views 19 comments Most recent by Barsin November 16, 2020 10:54PMAccounting Technical Support
  • Is there a feature in wave, where there is a category for unallowable expenses to reduce the cooperation tax bill? ie a business lunch for clients can be paid for using the company card, but is not a tax deduction expense.
    AnthonyS 1 view 1 comment Most recent by AlexL November 12, 2020 3:40PMAccounting Feature Ideas
  • Hear me out. Something very odd happened when I was writing in today's sales. I recorded everything as usual, but then I noticed my cash flow's balance wasn't matching "all accounts" cash, which is the cash on hand shown in the balance sheet. I doubled checked everything, and found out through the Trial Balance that it is unbalanced by t…
    Aldo 241 views 11 comments Most recent by AlexL November 9, 2020 3:21PMAccounting Technical Support
  • It is suggested that wave should introduce inventory management system. As I am using this wave application for accounting & Invoicing purpose but for Inventory management I am to use another software.
    WamiqAhmed 1 view 1 comment Most recent by Barsin November 6, 2020 9:28PMWave Features
  • Hi, having a bit of trouble uploading a list of vendors via CSV file, out of 250 it uploaded 86 from the list and then tells me now it cant find any new vendors to upload and failed 160, I've had a look through the information and cant see a reason why it took only some as the uploaded ones were filled out the same way. Anyone have any tips to get…
    Roisin 1 view 1 comment Most recent by Barsin November 3, 2020 7:53PMHelp Center Discussion
  • Hello Community, I have been using Wave for my accounting needs since the beginning of a year and I have all transactions there. But I have a situation where I want to make an identical copy of the business into a new business with a different name - and keep both businesses. So I want to copy the chart of accounts, ledgers, transactions, basical…
    MouradS 1 view 1 comment Most recent by Barsin October 30, 2020 6:12PMAccounting Technical Support
  • I am using Wave Accounting and need to know how to categorize the IRS Estimated Income Tax Withholding payments I make on behalf of my foreign partners. Please note: The partnership I manage invests in Realestate rental and does not make any payroll (a.k.a we do not have employees). The amount withheld gets added to my partner as their tax witho…
    MAAS 3 views 3 comments Most recent by Mikeg October 23, 2020 11:13AMGeneral Discussion
  • Can’t find a way to generate po’s or track payments to suppliers and sales people. Is this critical features STILL missing from the app? Is there a zapier integration that would compensate? What about inventory management and other tie in needs? I’m not thrilled with having to login to 2 different crm modules but IF wave doesn’t have it I’m wil…
    SmartNotHard 133 views 7 comments Most recent by JulianP October 1, 2020 3:23PMSales & Invoicing Technical Support
  • I have just completed my year-long Wave experiment and I am (truly) very sad to say I've just ponied up the coin to buy the newest version of QB desktop. :disappointed: Wave is a wonderful platform that I really like, so I would be remiss to not explain myself. The bottomline for me is reporting capabilities. I need to be able to drill down, de…
    tsfjax 386 views 6 comments Most recent by tsfjax September 30, 2020 8:46AMGeneral Discussion
  • Is there a way to lock past year accounts after they have been closed to prevent unauthorised changes?
    stephencheah 217 views 7 comments Most recent by ViveanReady September 21, 2020 7:46PMAccounting Technical Support
  • Hi, I'm just wondering how to enter a Start up Government Grant into my wave accounts, which Category. Is it a "Capital Interest" or anything else? I also need to know where and how to enter Personal Investment into my wave account? Which category does it go in?
    Kadthulas2004 484 views 8 comments Most recent by joss September 20, 2020 3:33PMAccounting Technical Support
  • Hello all, I was wondering what the process would be if I’d like to setup my ETF investment accounts on my wave bookeeping accounts. Basically amounts are debited via my checking account and then ported over to an investment account. Since this isn’t really a withdrawal and more of a deposit into another account, how should i go about allocating …
    Violanation 377 views 7 comments Most recent by Louise_Ferdinand September 11, 2020 4:28AMAccounting Technical Support
  • Hi everyone, I have a quick question about the difference between Cash on Hand and Owner Investment/Drawings. I started working as an independent consultant and very recently started to use Wave to track my billing. I am also very new to accounting. When recording the payment for the invoice, does the payment go under cash on hand or owner invest…
    missingcow 128 views 1 comment Most recent by CallieP September 9, 2020 2:19PMUsing Wave
  • Hello, I exported accounting transactions through the settings tab. I changed the category of a large number of transactions in MS excel. Can I import this modified file back to Wave? If it's not possible, is there a way to change the category of a large number of transactions in Wave? Thanks
    Solowing 11 views 1 comment Most recent by Mikeg August 31, 2020 10:59AMAccounting Technical Support
  • WHAT'S YOUR PROBLEM? We solve your bookkeeping and accounting problems. PROFESSIONAL BOOKKEEPING AND ACCOUNTING SERVICES _ FOR SOUTH AFRICA AND SIMILAR TIME ZONE COUNTRIES_ From basic bookkeeping to final year-end accounts and everything in between. We also offer staff training for your day to day admin and bookkeeping tasks. With experience i…
    AccountsPro 61 views 1 comment Most recent by AccountsPro August 28, 2020 6:26PMPro Network Listings
  • I just started this cleaning business and I have a lot of questions. Before I ever got my first payment and before I even had a business account. I was paying everything out of pocket. I am sole-proprietor and its just me. So my first question is how to accurately enter this into accounting and can I pay myself back? I unders…
    Martha_Melissa86 11 views 1 comment Most recent by KarlAviu August 28, 2020 5:07PMWave Discussion
  • Hi, my name is Aaron Hoffman, I am a full time bookkeeper and tax preparer and planner. I specialize in helping small businesses get their bookkeeping organized and taxes filed hassle free. Services I'd be happy to help you with: * Bookkeeping * Catch-Up bookkeeping - have your books gotten disorganized? I can help you untangle them!! * Tax pr…
    AaronHoffman 1 view 0 comments Started by AaronHoffman August 28, 2020 1:04PM Pro Network Listings
  • My business is not making enough money for me to pay subscription fees from my business account. So, I use my personal credit card for such purchases. In hindsight, I can see how that was a bad idea. How do I record those business transactions from my personal credit card? I have been using the following: Account: Owner Investment / Drawings Dep…
    AlexC_AU 66 views 14 comments Most recent by AlexC_AU August 24, 2020 6:55PMAccounting Technical Support
  • When you're adding an expense under Accounting -> Transactions, and then adding a new vendor, it would be nice once you added the new vendor it would auto-populate among the available selections; at the moment after you have added it you have to reload the whole page and abort the current transaction you're adding to get the new vendor to show …
    cyphix333 21 views 4 comments Most recent by Barsin August 21, 2020 9:02PMWave Features
  • When someone pays an invoice using Wave payments, could the resulting accounting entry PLEASE display the credit card info in the Notes section and display which category this is hitting? It is taking me so many mouse clicks to get to that information, which is squirreled away 6 layers deep in your interface, that there's honestly no value in usin…
    christopherdawes 1 view 1 comment Most recent by JordanD August 19, 2020 4:54PMSales & Invoicing Feature Ideas
  • I recently created a new company. I connected by bank accounts (checking & credit card) with no problem. I imported transactions from 1/1/19. No problems. I then activated Payments. In the activation process the system naturally asked me to connect the Payments account to my bank account, which I did. Now, in the Connected Accounts tab under B…
    Fritz_G 51 views 3 comments Most recent by CallieP August 13, 2020 8:57PMBank Connections
  • Hi there, For a number of transactions I split them between their main category and Owner's Investment (e.g. I work from home, so my rent is 25% Rent Expense and 75% Owner Investment). This was following on from advice I had gotten from Wave staff. I went through my past entries and I had categorised a lot of them as Owner's Equity, but I'm now r…
    CreatrixTiara 11 views 4 comments Most recent by CreatrixTiara August 12, 2020 8:26PMAccounting Technical Support
  • Hello, Kind of a simple problem :smile:, I'm trying to get using the API the recorded payment date for a given invoice. Do you now how I can do it ? I don't see a useful endpoint to do that reading the reference API schema. I thought about getting a all transactions/payments using the API but I was not able to find an endpoint ... Thanks for you…
    yayazeze 21 views 1 comment Most recent by yayazeze July 27, 2020 7:32AMAPI & Integrations Technical Support
  • How do I categorize the following transaction in Wave for a Single member S-Corp. * Quarterly Payroll Tax payment to IRS (managed by Wave) * Quarterly Payroll Tax payment to State (managed by Wave) * 2019 Tax Returns Payment we owed to IRS
    olllllllo 22 views 1 comment Most recent by Mikeg July 27, 2020 1:20AMPayroll & Employees Technical Support
  • I own a rental property that includes asset (equity) and liability (mortgage) that i would like reflected in the accounting somehow in order to track the overall value of my LLC. I can't figure out how to do this in Wave.
    nontrepeneur 62 views 4 comments Most recent by magicwill July 26, 2020 2:50AMFind a Wave Pro