Bank Connections

For the discussion of bank connections and importing transactions.
 

Discussion List

  • Hello Wave team, Do you have any plans to activate the bank integration functionality for country India?
    UHRP3 151 views 1 comment Most recent by EmmaP October 1, 2019 5:48PM
  • My bank shows that it should be importing with the green button on. My transactions are not importing. I have toggled off and on and clear cache.
    tormcgraw 2.9K views 38 comments Most recent by Barsin September 24, 2019 5:55PM
  • I absolutely cannot connect to my Aspiration bank account. I go through the whole process, entering my login info, getting an email with a verification code and entering that and it bring up this error: Wave is unable to locate your account(s). Go to Banking > Bank Connections in the sidebar menu and ensure you have chosen the correct bank. Tr…
    curtbonnemvo 1.8K views 10 comments Most recent by Barsin September 23, 2019 8:21PM
  • Hi! Trying to connect a couple of accounts. Any idea when this feature will be repaired? Trying to figure out timing/schedules for completing some large tasks by a deadline, and connecting these accounts is necessary to move forward. Thanks!
    Treasure Closed 32 views 2 comments Most recent by AlexL September 23, 2019 1:59PM
  • My bank is connected & the transaction were loading, but have stopped. I reloaded the page several times, logged in and out, updated the connection, deleted the connection and reconnected. None of these things have helped.
    NobleSA 31 views 3 comments Most recent by AlexL September 20, 2019 5:37PM
  • 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 151 views 10 comments Most recent by mic911 September 19, 2019 6:30PM
  • The PayPal integration is really broken. I've been trying to migrate my business over to Wave, but the integration looks like a dealbreaker at this point. Connecting with my Paypal adds a starting balance, but nothing more. No transactions are imported - either historical transactions or transactions that occurred after the connection. I've trie…
    sunnyt7 477 views 7 comments Most recent by AlexL September 16, 2019 5:56PM
  • Hi! I use a relatively small bank (First Interstate Bank - Business) and I noticed about a month ago transactions stopped coming into Wave. I logged into the banks online banking area and noticed they had reworked the whole thing to look much more modern. I tried refreshing the connection in Wave but that did not work. I tried removing it and re-…
    Aether 31 views 1 comment Most recent by AlexL September 9, 2019 6:53PM
  • Hi, Previously I have done my accounting by hand with Excel but I want to move over to Wave. However, I'm stuck with trying to import my bank account statements. I first tried to connect my bank account (BNZ Business) but after entering my details and clicking the "connect" button, nothing happens. I have tried this on multiple browse…
    PeacockSolutions 402 views 23 comments Most recent by EmmaP September 6, 2019 6:25PM
  • Apparently waveapps hasn't been able to connect to BBT since march. Will this ever be fixed?
    BRTermite 1 view 1 comment Most recent by JamieD August 28, 2019 4:59PM
  • Constant error message: .... Wave is having difficulty communicating with your bank. Try connecting again in a few minutes. If this doesn't help, visit our help center Background: 1. I have a BMO (canada) business mastercard 2. I have a BMO (canada) business checking account I use the same interface to login above two accounts: https://www1.bmo…
    abcde 1K views 1 comment Most recent by JordanD August 28, 2019 4:17PM
  • I tried several times to link my Netspend business account to Wave and fail everytime. Your bank's website appears to be experiencing technical difficulties. If you can successfully log in to your online banking, please try connecting or updating again in Wave. If the problem persists for 24 hours, please visit our help center._
    vanderhorst1972 71 views 1 comment Most recent by ChelseaK August 20, 2019 8:12PM
  • Good Day I am in serious need of help on my wave app account. I have noticed that I have a duplicate of my bank accounts and need to remove one. I have read that you cant delete it and just archive it, my problem is the transactions still show up on my reports and it is affecting my numbers and i need to submit my things to the book keepers. Pleas…
    Johnathan1991 61 views 1 comment Most recent by Barsin August 16, 2019 7:27PM
  • Whole point of using wave is to connect multiple accounts. I have been trying for over month to connect Citi and it just gives error that cant connect at this time. I was told you were working on it but still wont let me connect. Now I opened US bank as it is major institution so I figured safe. However it wont connect. I login just fine and then …
    austinandersen 131 views 2 comments Most recent by AlexL August 15, 2019 7:54PM
  • I recently discovered (to my horror) that QuickBooksOnline regularly misses ~5% of my banking records. For whatever reason, its nightly process to connect to my bank (Royal Bank of Canada) fails, and no records are downloaded for that day. It does not try again the next day, and does not alert me to the error. This issue is not documented, and QBO…
    SarahNorthway 11 views 2 comments Most recent by SarahNorthway August 13, 2019 7:50PM
  • I have tried the automatic integration but no matter what it tells me my credentials are wrong (even though I can log into their website with them). So I thought I would just manually do it for now to keep going and no matter what I try to upload, I am told "Something went wrong with your file upload. Try confirming that the file type is an …
    doughboy 91 views 5 comments Most recent by Mikeg August 12, 2019 1:31AM
  • How can I see the transactions which make up the "Less Payments to Government" amount on the Sales Tax Return. The figure is slightly higher than the total payments actually made. Is there are way to get a breakdown of what is in there? Thanks
    SusanH 41 views 0 comments Most recent by SusanH August 10, 2019 9:07AM
  • I have been with Wave for a couple years. Yesterday I logged in and was told that the connection to my bank had expired. But when I go to update in Wave it just gives me the screen with the spinning wheel and does not take me to the location where I can enter my login to my bank. Has anyone else experienced this?
    thedeiter 22 views 3 comments Most recent by Myron August 9, 2019 6:44PM
  • I'm following the steps to connect with my bank account. I am able to get a list of all the accounts I have available with my bank, which are 10 in total. However, the list of available accounts I can link to only shows 6 of them. The one I want to link is not showing up in the list of options; it is a regular checking account. Please help!
    villandrea 71 views 1 comment Most recent by Myron August 9, 2019 6:06PM
  • Hi, I recently changed my business bank account from Bankwest to HSBC (Australia). It seemed to connect fine but recently it just stopped connecting. I've tried all the steps and reconnecting the whole account but wave just says the bank account is not supported (but I can upload statements manually, how helpful, I might start casting my own bronz…
    paddyhazard 161 views 3 comments Most recent by JamieD August 8, 2019 7:55PM
  • 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!
    sundayfunday 721 views 22 comments Most recent by JamieD August 7, 2019 6:52PM
  • 2 accounts I have at the same bank have stopped importing. I reentered my credentials and they say imported an hour ago but still nothing after May.
    NICHROCKS 31 views 3 comments Most recent by AlexL August 2, 2019 8:29PM
  • I have business account at Bank of America and have a business credit card. It's monthly balance is shown under a business corporate account (separate from my business banking account which shows banking trxns). The business corporate account only shows the card balance due for each period, but does not show card transactions. Card transactions a…
    Harith 21 views 4 comments Most recent by Myron August 2, 2019 8:07PM
  • I am trying to import old bank transactions into the wave system i downloaded them as both CSV and QFX file types but when i try to import them it tells me "something went wrong with your file upload. Try confirming that the file type is an accepted file type." I've tried several times and several of the files types but it still keeps gi…
    Bree 21 views 3 comments Most recent by Myron August 2, 2019 6:29PM
  • LQALQA
    Found a March post in the community, saying citizens bank website was working on the issues which made the bank connection no longer working. Has this been solved? I found I couldn't connect citizens bank today. After I click the connect, there is no respond. Can someone help me?
    LQA 81 views 1 comment Most recent by Myron August 1, 2019 6:48PM
  • When I first started using Wave, I was able to connect to my Keybank account with no problem. Within 2 weeks the connection was lost and I have been unable to connect since. Previously I had to connect using the personal link for keybank even though it is a business account. Now the personal and business links wont let me connect. It keeps saying …
    astramiello 51 views 2 comments Most recent by jimmiesner July 31, 2019 3:43PM
  • Before RBC bank, we used to work with TD bank (both Canadian business accounts). We never had an issue with TD but now that we are using RBC, the transactions are not syncing. I do see both the RBC account and the Tangerine credit card in my dashboard but when I check my transactions under the accounting section, I don't see the transactions that …
    Sergio 81 views 1 comment Most recent by ZoeC July 30, 2019 3:16PM
  • I am trying to import all the transactions for 2017 through 2019, but only the last 3 months of transactions get imported in Wave. Tried refreshing the updates, which is runs, but does not import any new transactions. The balance reflects the correct amount though, but no old transactions.
    atshah 11 views 1 comment Most recent by ZoeC July 30, 2019 3:10PM
  • I linked my FNB account to my Wave profile this morning. Does Wave technically "login" to the account to pull the necessary information as I got a login notification and it was not me? Thanks
    mpougnet 91 views 1 comment Most recent by JamieD July 24, 2019 5:13PM
  • Hi, please can you assist, my bank connection is not updating, last updated 5 days ago, but connection is made to my bank account as i receive a notification saying i have logged in from my bank.
    Atishj 21 views 1 comment Most recent by AlexL July 19, 2019 3:35PM