Bank Connections

For the discussion of bank connections and importing transactions.

Discussion List

  • When I first started my business, I started out with a bank account that I eventually deleted from my banking. How can I reflect that on wave?
    PushingRealEstate 31 views 2 comments Most recent by PushingRealEstate December 12, 2018 4:06PM
  • Last month my bank connection stopped updating. I use Mountain America CU. It says it was last updated 48 years, 11 months ago. When I click update now, it tries to connect for several minutes, but then just goes back to saying it was connected 48 years, 11 months ago. I have tried deleting the bank connection and entering it in again. And I have …
    dixiegas 11 views 1 comment Most recent by Samd December 11, 2018 2:52PM
  • I have set up three businesses under my account. Two businesses share the same bank, although different accounts (naturally). For one business, it set up fine and downloaded the transactions for the selected dates perfectly. For the other, it will display the balance, but none of the transactions will download. When I go under the "transactio…
    wsg7562 11 views 2 comments Most recent by Ryan_W December 10, 2018 5:29PM
  • After the initial set-up and download of transactions, I no longer can secure a connection to update transactions. I keep getting a message that "Your bank needs you to review new Terms and Conditions. Log in to your online banking to review the terms. Try connecting to Wave again after you've accepted them." I have reviewed the new Ter…
    TwistedPrez 31 views 2 comments Most recent by TwistedPrez December 6, 2018 10:18AM
  • Hi, I tried submitting via help but couldn't get a response. Having difficulty making my bank connection (Bendigo Bank in Australia). I enter my information, tick yes for the checkbox 'Do You use an Authentication Key to Login to Online Banking?' I'm then left with a 'One or more of the required fields were left blank. Please re-enter your inform…
    Atardecer 41 views 2 comments Most recent by Atardecer December 6, 2018 3:36AM
  • I'm trying to connect Wave to my bank account so I can transfer payments I receive in Wave to my business checking account. Wave seems to connect to my credit union just fine, but then I get the error "We couldn't find an account of suitable type and currency." If Wave can't connect to my bank to make deposits, how can I get money from…
    Fotan 11 views 0 comments Most recent by Fotan December 4, 2018 10:16PM
  • Hello All, I connected a new bank account almost 7 days ago and selected the option to import from as far back as possible. However, nothing old has been imported yet. The only thing being imported are new activity. I've logged out, cleared cookies, and turned restarted my computer. Still, I haven't had luck with any old imports. Suggestions?
    ovhenderson 11 views 1 comment Most recent by JamieD December 3, 2018 8:23PM
  • Hi Guys, The import of transactions are working, however I am a day or 2 out - any reason for that? My last transactions are the 23rd however today is the 27th. Please advise why the 26th and 27th transactions wont update.
    Quinton_FDTC 11 views 2 comments Most recent by Quinton_FDTC December 3, 2018 3:05AM
  • Hi everyone Heidi here from NZ. I am trying to link my ASB bank account but the website is wrong when i go to put my credentials in. How or who can resolve this? Thanks
    Heidi 101 views 1 comment Most recent by JamieD November 30, 2018 5:20PM
  • I been using Wave in the last few months and really in-love with the invoicing system. But recently I have connected with bank and try to activate credit card payment function. I have searching through the recommend options but CheckOut and Payment setting are not found. Do any one facing the same issue? Thanks
    KhaiSen 11 views 0 comments Most recent by KhaiSen November 29, 2018 10:55AM
  • I had no problem connecting my Chase CC account back in Feb. It stopped updating in late August and despite all my efforts (i.e. all recommended troubleshooting on both ends) I've had no luck updating. I disconnected my CC account and have been trying to re-connect it but am met by this message: "Your bank has indicated that you did not ente…
    ghostrock 31 views 4 comments Most recent by ghostrock November 26, 2018 4:07PM
  • Hi there - I am Renee, based in Cape Town South Africa. Just started using Wave and so far it seems to offer everything I need for my one-woman business. I've hunted in the Help articles, and on the forum, and haven't been able to find an answer to this. I have successfully connected my bank accounts, and they are set to import prior transaction &…
    ReneeMoodie 101 views 0 comments Most recent by ReneeMoodie November 26, 2018 1:41PM
  • PKSPKS
    Hello, we have a business in Honduras and want to accept payments using wave. I am not able to connect or locate any bonk connections. Does wave support any bank from Honduras. Please help and advise. Thanks. Peter 1209 200 8900
    PKS 21 views 1 comment Most recent by AlexL November 23, 2018 8:38PM
  • Hi, received email on 25th oct saying 'there's an issue with your connection to Santander Business Banking (UK)' The issue is still there, almost a month later. I'm new to using Wave, And since setting it up few months back and never got around to really using it. Is it worth me deleting whole account and starting again?
    oliflet 41 views 2 comments Most recent by JordanD November 23, 2018 5:18PM
  • Since I connected my bank account through Wave I receive a daily message from my bank(sms) that someone hss logged in. Wave only update when I click on that option, why the login then? Happens on 2 different accounts and banks?
    aclaassens 71 views 1 comment Most recent by JamieD November 23, 2018 3:33PM
  • I'm Australian based and have been using Wave for a few months now (loving it by the way) but for the life of me I can't find how to enable bank deposits directly from invoices. the only option it gives me under Payments Tab option is to enable credit card payments (which I'm using) but I also want to give customers the option to direct deposit to…
    DaveyG 21 views 0 comments Most recent by DaveyG November 23, 2018 3:07AM
  • I've been having issues with the paypal integration for quite some time. I've even gone to lengths to recreate the integration. I can change the date of the integration and Wave will pull in some transactions, but not all. I used to be able to pull a couple of weeks at a time, but now it's hit or miss and I never get them all. If Wave isn't go…
    bamabulldog 191 views 1 comment Most recent by Samd November 22, 2018 8:02PM
  • Hi. I recently signed up with Wave and my experience so far has been great. However, I would like to limit the frequency of sync with my bank account. It seems to be syncing continuously as I regularly receive login notification mails from my bank. This causes confusion as I'm uncertain whether it is Wave logging in or someone else. Is there a wa…
    GJRautenbach1 11 views 1 comment Most recent by Samd November 22, 2018 7:46PM
  • Hi, My ANZ credit card account is showing positive number +1234,56, the same way with transaction, savings accounts. Doesn’t seem right. My Amex showing negative number which is correct Hence wave calculates my net worth is: savings + transaction + ANZ + (-Amex): so wrong Both cards are bank feed automatically. Is this a new g…
    waveisawesome 181 views 1 comment Most recent by JordanD November 21, 2018 7:40PM
  • Dear all, Since two weeks my bank account of BCA bank is not updating anymore. I have contacted Waveapps, but no reaction till now... What to do?
    villabalimuseminyak 181 views 2 comments Most recent by lecir November 20, 2018 10:12AM
  • Wave is unable to connect to MBNA Canada account. After a few seconds, the error is: 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." On investigat…
    sanjeevj 1.1K views 15 comments Most recent by Samd November 14, 2018 8:35PM
  • The bank added another step to login where they ask for birthday info and then password. Wave login simply credentials ask for username and password. I've tried everything suggested in the FAQ's. Anyone else have this problem and found a solution?
    marsmama 11 views 0 comments Most recent by marsmama November 14, 2018 12:40AM
  • My bank requires One time password in addition to Id and Password while logging into account. Does that mean I will never be able to integrate thebank with my wave app account? Or is there any suggestion to integrate?
    reishigupta 111 views 4 comments Most recent by Gowramma November 5, 2018 1:36PM
  • Hello When you allocate transactions that have been automatically imported by the bank feed to a certain expense type and sales tax will the bank import then remember that next time and allocate it correctly automatically? Thanks
    splats 61 views 5 comments Most recent by Charlotte November 1, 2018 10:27PM
  • I often upload bank statements in CSV format. When I work with CSV, I assign the alternate account for debit or credit. It uploads successfully, however I have to go through each transaction to classify the transaction which I don't like. Is there any way so that when I upload the statement, I can classify in bulk not individual transaction? Thank…
    Everesttaxandfinance 31 views 0 comments Most recent by Everesttaxandfinance October 31, 2018 1:56AM
  • VAT
    Hi. I'm from South Africa, and I'd love the ability to add a 'VAT amount' section to my invoices because I'm not a VAT vendor but my clients require the VAT amount to be stated on the invoice even if it is '0'. Along with the ability to add a VAT section without having to insert a VAT vendor number if one's business is not VAT registered yet.
    Obie 101 views 1 comment Most recent by AlexL October 24, 2018 10:12PM
  • PelPel
    We are still experiencing ongoing issues with Chase CC connections. About 90-95% of transactions are importing but a fair number are not, especially credits and refunds. Transactions are also not reflecting tips. So if a charge is for $19 + $4 tip (i.e., $23 total on the Chase website), Wave is showing the transaction as $19. My wife and our bus…
    Pel 41 views 1 comment Most recent by Ryan_W October 24, 2018 9:59PM
  • Hello, I've tried to connect my Payoneer account but its required to create a ticket with support. How to connect?
    DmytroBezpiatyi 681 views 13 comments Most recent by Ryan_W October 24, 2018 9:50PM
  • Help me) What i have to do now?
    sobakatobak 51 views 20 comments Most recent by RobRuscher October 21, 2018 2:14AM
  • I signed up for a new account and hooked up my Chase bank account to Wave. I drive for Uber and Lyft and when I get paid into my bank account and then import it to Wave, those are incorrectly marked as an expense instead of a deposit and put into the Travel Expense category. Thought you might want to know. It's making this hard to use because I'l…
    rhaasch 181 views 1 comment Most recent by Sophia October 19, 2018 6:49PM