integrations

Discussion List

  • I'm trying to switch my accepted currency from CAD to USD but I can't figure out the best way to do this using Wave. My current set up - Wave account is set up in CAD (I live in Canada) - Clients are invoiced through Wave Invoices in CAD or USD depending on where they live - Clients pay with CC using Wave Payments - Clients can technically also …
    helent 21 views 1 comment Most recent by EmmaP October 11, 2019 8:28PMSales & Invoicing
  • I've used Wave Connect successfully, and would like to now update existing items in Products & Services. Currently, an attempt to re-upload existing product names with new details or prices results in "duplicate item(s) will be skipped" message. Is there a method, tag, or data format that will allow the update of existing entries us…
    jetthrusteramerica 4 views 0 comments Started by jetthrusteramerica October 11, 2019 8:18PM Sales & Invoicing Feature Discussion
  • Hello - Our TD Credit Card Services (USA Visa) has not imported for 1 week. I know they changed their online portal recently. Is this a known issue?
    pbaron 24 views 10 comments Most recent by mic911 September 19, 2019 6:30PMBank Connections
  • Our product team is looking far and wide at the cloud software that our customers use and want to integrate with Wave. There are actually a couple dozen posts about topics like time tracking, e-commerce, point-of-sale, etc. so thanks for sharing there. The purpose of this post is to ask: what are your top 2 requests and why those two? Here, we'd …
    Mani 1.4K views 98 comments Most recent by TimK September 18, 2019 2:12PMAPI & Integrations Feature Discussion
  • Our business accepts payments from customers in cryptocurrencies as well as traditional payment methods such as credit card and PayPal transactions. Your current multi-currency support does not include any cryptocurrencies.(Bitcoin, Ethereum, Litecoin, Zcash, etc.) so I cannot create an account to track holdings or expenses and am forced to maint…
    Alex_on_Wave 304 views 26 comments Most recent by Djcabrera August 9, 2019 3:04PMSales & Invoicing Feature Discussion
  • My TD Bank account is not updating on Wave. I hit "Update Now" and it looks to be working but then it doesn't update (see screenshot). I have tried re-entering my credentials, but that doesn't work either. Help! (Image)
    sundayfunday 465 views 22 comments Most recent by JamieD August 7, 2019 6:52PMBank Connections
  • How often does PayPal refresh, I have tried the suggestion to change the date and force a refresh, but this still does not get all the transactions, seems to be a day behind. How is it meant to work, is meant to get all transactions up to date, is meant to get them every hour day? Thanks
    AlanMosley 67 views 7 comments Most recent by AlanMosley July 19, 2019 8:58PMAPI & Integrations Technical Support
  • Hello, when trying to upload transactions using Google Sheets and after they have been validated, the dates are all passed to Wave as date-1 (the previous day) and this is then reflected in the Google Sheet itself, overwriting the correct date that was previously there.
    coformatique 23 views 1 comment Most recent by ZoeC July 11, 2019 6:46PMAccounting Technical Support
  • We're currently having a deep look at the way our customers use Wave to help run their business. We know that for many of you, that involves other cloud based software. We're curious to know if you also use Zapier to help connect any of your cloud software to automate some of your workflows and get data into different systems? * If you do, is Wav…
    Mani 559 views 23 comments Most recent by ChelseaK June 28, 2019 8:15PMAPI & Integrations Feature Discussion
  • Hi I installed Waveconnect Google sheets addon as per instructions. Gave permission and connected it. I can download invoices ok. After doing prepare sheets, I tried the upload invoice feature using google sheets with required columns for just one invoice with the required data. After validating it goes green (no errors). But in step 3, once you …
    Roch 27 views 4 comments Most recent by PaulC June 26, 2019 2:28PMSales & Invoicing
  • Hello! I am a business process consultant in Orlando, FL with over 26 years of business operations experience. I specialize in inventory control, warehousing, transportation, manufacturing, customer service, order processing, professional technical support services and software implementation. I'm able to implement all types of systems for our c…
    daisy_methods 16 views 0 comments Started by daisy_methods June 24, 2019 4:34PM Pro Network Listings
  • Hi, I am trying to connect our Lloyds Business account to Wave. It keeps on saying 'unable to connect' and does not give the option to add username or password. When I try to add the bank connection through the normal Lloyds link (not Business), it says your bank needs you to review our information. Please can someone let me know whether Lloyds bu…
    BEST 153 views 7 comments Most recent by MerlinAccounts_UK June 18, 2019 2:59PMBank Connections
  • 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 116 views 5 comments Most recent by greenwave June 8, 2019 3:16PMAccounting
  • Hello, I've contacted support, but was only led to the FAQ of how to set up a bank connection. For almost 3 weeks now, my Chase credit card goes through the motions of updating, but doesn't actually update. There is no error. My other accounts are updating just fine. I've tried turning the connection off and on. I've cleared cache, history, etc. I…
    keepbk 292 views 6 comments Most recent by JamieD June 5, 2019 9:01PMBank Connections
  • Hi all, I've just discovered Wave for my new business and already use Xero as my main accounting package. Ive been trying out the Wave Receipts app and it seems to work very well. Ideally, I'd like to use that to record expenses and have that data (including a pic of a receipt) synced/passed to Xero. Is that possible to do, or if not, is there an …
    RakeshS 37 views 2 comments Most recent by Marshall June 3, 2019 5:32AMAPI & Integrations Feature Discussion
  • I don't see an integration to link Venmo to Wave. Is anything in the works to integrate data imports from Venmo? I tried Zapier but they don't have Venmo as an option over there yet.
    ARTBAR_Trish 91 views 2 comments Most recent by ARTBAR_Trish May 27, 2019 10:03PMAPI & Integrations Feature Discussion
  • Hi everyone, I started using Wave about a month ago, great product and UI/UX :smile: Initially everything went well and I was able to sync both my Business Checking and Business Credit card accounts from Chase. All transactions were properly synced and updated on a daily basis. I'm now having trouble since ~July 18th, the balances are still syn…
    wavefan 521 views 31 comments Most recent by AlexL May 20, 2019 6:37PMBank Connections
  • Last week BMO rolled out new online banking and a new mobile app. I assume they also rolled out a new API. No one is able top provide any insight on or an ETA for reestablishing the connection. I was pointed to the manual procedure of downloading a Quickbooks file from the bank and importing into Wave. That requires watching for overlap as it do…
    petes 452 views 28 comments Most recent by petes May 10, 2019 4:59PMBank Connections
  • Hi folks, I apologize for the frustration that may come through in this post. I have been using Wave for many years now and this is the first time I have had a problem this serious. It's now been three weeks and 5 days since I have been able to have wave connect to my account at TD Bank (Attached screenshot) (Image) . I spoke with somebody on t…
    AaronBenedict 30 views 1 comment Most recent by Ryan_W April 22, 2019 10:06PMBank Connections
  • Hello. I have several bank connections to Wave, most of which work most of the time. (Some have been dead for about a year, despite the message “we are working on the issue”) However, I’m trying to add an additional HSBC UK connection. I complete all of the required fields (username, memorable answer, type of login, password), and after hitting…
    AndrewR 229 views 13 comments Most recent by Adan April 19, 2019 9:10AMBank Connections
  • Hi, I've recently started using wave. I did have my bank connected and statements were uploaded, however there were duplicates of a lot of entries so I deleted all transaction history, removed my bank account, and decided to start fresh. However, since I removed the bank account, it won't reconnect - I get the endless ping-ping loading symbol and…
    rhythmgracedance 94 views 10 comments Most recent by Samd April 12, 2019 3:50PMBank Connections
  • I have multiple sales using woocommerce that I would like to add to wave. As there is no woocommerce integration with wave what is the best way to at sales from my website to wave? Thank you
    Will_Brett 272 views 2 comments Most recent by JellyfishChris April 11, 2019 4:09AMSales & Invoicing
  • Paypal doesn't auto import? Unless I go to Integrations > Pencil Icon > then click save button
    snappyfish 40 views 18 comments Most recent by accounting4me April 8, 2019 4:24PMAPI & Integrations Technical Support
  • I have tried many times, but my svb will not connect. I have tried the trouble shooting tips. I have logged into my bank, so I know the credentials are correct. I have tried choosing different svb options when connecting. It just keeps saying my login credentials are incorrect.
    Rodrigo 809 views 15 comments Most recent by JamieD March 29, 2019 2:02PMBank Connections
  • Hi Everyone, I was wondering if connecting Revolut and Qonto will be possible in the near future? I am currently switching from Société Générale in France (which was integrated) to Qonto and Revolut (N26 is already linked to my Personnal...) Importing transaction manually is boring (yes I am lazy... ;) ) Among the 10k+ financial institution, coul…
    Guillaume_BS 94 views 6 comments Most recent by Ryan_W March 19, 2019 8:46PMBank Connections
  • I was able to import Payoneer and ING bank. Then I deleted my Waveapps account to start over (since I didn't see an option to delete archived bank accounts), to clean up and start fresh. Now my ING bank and Payoneer are gone from the options. I have spent many hours trying to figure out how to get them back. Is this a country setting that filter…
    John2312341324 31 views 3 comments Most recent by Ryan_W March 18, 2019 11:11PMBank Connections
  • Hi Guys, Wondering how we can integrate or merge invoice payments which we submitted as Cash on Hand to reflect E-Transfer payments which we received directly to our bank. The payments are showing as duplicates for our Sales and causing a conflict with our imported bank data. We don't want to delete the invoice or e-transfer payment and not sure…
    sixlabel 27 views 1 comment Most recent by Samd March 18, 2019 3:01PMSales & Invoicing
  • My bank uses words, rather than - or + symbols (in Dutch) to communicate if a transaction is a positive or negative one. How do I use Excel/Google Sheets to change it to the desired format? All imports are seen as additions.
    John2312341324 29 views 2 comments Most recent by Mikeg March 15, 2019 4:33PMAccounting Technical Support
  • I wasn't seeing all of my transactions in Wave, so I deleted all of the transactions and unlinked my bank accounts to start from scratch. Now I am trying to relink my bank accounts but I keep getting the message "Unable to Connect. Please try again." I have cleared my cache and tried to connect on multiple browsers but am still seeing th…
    sundayfunday 77 views 7 comments Most recent by Katie_Silkina March 14, 2019 6:02PMBank Connections
  • We could not get the CIMB bank connection for almost a month!! This is awfully long downtime. Please help!!!
    Zaidi 208 views 16 comments Most recent by Ryan_W March 6, 2019 8:41PMBank Connections