Bank Connections

For the discussion of bank connections and importing transactions.

Discussion List

  • Im based in the UK Channel Isles and have used wave for a few years. In the past year HSBC like other UK banks have had to change their systems and separate the Channel Islands and IOM with something called 'ring fencing' which meant my account login is now via a dedicated website https://ciiom.hsbc.com/ I have tried to get wave to recognize this …
    dean_hawthorn01 171 views 1 comment Most recent by Ryan_W October 19, 2018 2:21PM
  • ive downloaded quickbooks but it wont connect with my bank at this time, i need to upload last financial years statements ? please help
    JEFFJTL18 11 views 1 comment Most recent by Sophia October 15, 2018 2:48PM
  • I am trying to connect to my bank (Kiwibank NZ) but can get no response from the system. After entering username & password Wave seems to be working but brings back no response, not even an error message. It just leaves me hanging. I have tried to connect 2 other NZ banks, & have also tried using 2 other internet connections. Same lack of …
    spreadsheetsarah 381 views 44 comments Most recent by Charlotte October 12, 2018 11:47PM
  • I cannot get my account info to update from my Community America Credit Union account. It's been unable to connect for the last couple of days. I've tried re-entering the login info, switching browser, using an incognito tab. None of those attempts have worked. It has connected previously, but now it just says "refreshing connections" f…
    mloide 12 views 2 comments Most recent by Michelle_A October 11, 2018 3:24PM
  • Hi, I'm trying to import earlier transactions from my bank accounts, which I previously downloaded and saved as csv files. Everything works fine until the transactions actually get imported, at which point there's a turning wheel and a message saying "Your transactions are being imported from your bank statement .Please check back in a few mi…
    Anja 61 views 1 comment Most recent by Michelle_A October 9, 2018 8:22PM
  • My transactions import fine, but i am missing one transaction, which happens to be an invoice payment. Any way to fix this so i can mark the invoice paid?
    Jennifer Harris 71 views 1 comment Most recent by Alexia October 5, 2018 8:17PM
  • Hi Charlotte, I have a two different account. One account was created in 2014 and 2nd account created in 2017. Both account has different futures. I have different log in for both account btw. Why is that ? It making me so confuse. Please help. Thanks
    GC9440 1 view 1 comment Most recent by Alexia September 25, 2018 8:09PM
  • Is the created transfer function a new thing? When I try to categorized a transfer from checking to savings the system is creating a created transfer and seems to be also duplicating the entry. Please help. Thanks.
    melissa18 491 views 1 comment Most recent by Alexia September 21, 2018 8:59PM
  • Hi, when I create a connection I set the date to 13 months ago, but I can only see the last month. What am I doing wrong?
    vmail 1 view 1 comment Most recent by Alexia September 20, 2018 7:46PM
  • Good evening community, I am the representative of Davamobi company and I would like to connect my Wave account to our bank account. However, when I try to do that I don't find our bank in the list of the banks supported by Wave. I tried to add it manually few days ago but haven't seen any updates on this matter since then. Also I tried to add the…
    Davamobi 61 views 9 comments Most recent by Alexia September 18, 2018 8:48PM
  • Hi is wave PCI DSS-certified? This can keep my mind at ease
    BWI_ 121 views 1 comment Most recent by Alexia September 17, 2018 7:40PM
  • Hi Team, We received our first payment today but our Bank account wasn't setup yet. When I tried to setup Bank account so it's asking for SSN number but we don't have SSN since we are not staying in United States but operating from India. Also, I can't see the option of Foreign address other than the United States. Can you please help me with wha…
    Yash 251 views 1 comment Most recent by Alexia September 13, 2018 8:06PM
  • I am trying to upload my bank and PayPal information using csv file as the transactions are from last year. I keep getting error messages Any tips before I enter them all in manually?
    pinkowl 21 views 3 comments Most recent by Alexia September 13, 2018 3:51PM
  • Hallo I have tried to connect my wave account to my Kenyan account.The account is Equity Bank Kenya and it’s also in the list but once I try to connect it not going through.Am loosing a lot of business in the UK and US because of this issue.If someone can assist me on this issue I will really appreciate as you know time wasted is always money wast…
    Kakon_Enterprise2018 1 view 1 comment Most recent by Alexia September 12, 2018 7:09PM
  • This discussion was created from comments split from: Sept. 7-10 2018: transaction import issues for receipts, bank connections, CSVs.
    System 11 views 2 comments Most recent by Alexia September 12, 2018 6:41PM
  • Its been almost 2 weeks since my connection was down. Can anyone help?
    newkid 201 views 2 comments Most recent by Alexia September 12, 2018 5:32PM
  • Hi i am trying to establish a banking connection with nedbank swaziland _ keep getting the following error "There is a technical issue between Wave and your bank. We're on the case. Attempt to update in a few days and if it persists, visit our help center to investigate._
    GeneralChuchu 101 views 1 comment Most recent by Alexia September 12, 2018 5:32PM
  • I have tried for the last 5 hours to get something to import into Wave from my Wells Fargo Business Checking account. Tonight is my first attempt at using Wave and as a test I attempted to link a little used account with very few transactions. All appears to go well and I get the notice that my transactions are being imported. However even after …
    IBDAMAN 131 views 1 comment Most recent by Alexia September 12, 2018 3:49PM
  • Hi wavers. I had a wonderful onboarding process until I encountered this step: So I am really curious how can I continue setting up my bank account...
    Iaroslav 61 views 2 comments Most recent by Alexia September 12, 2018 2:22PM
  • can i connect my payoneer checking bank account. please can someone help me send a request
    comfort 11 views 3 comments Most recent by Alexia September 12, 2018 2:16PM
  • DanDan
    So I accidentally clicked the 'Delete source record' button... The transaction is still there but the connection to the automatic bank import is not... Can I get this back? If not, does it matter? Will the next auto-import through my bank re-import the transaction again?
    Dan 1 view 1 comment Most recent by Alexia September 11, 2018 7:34PM
  • I would like to connect my Payoneer bank account to Wave. Is this possible? When I try to add it, it's asking for online banking login details which I don't have.
    alexsacha 1.2K views 3 comments Most recent by Alexia September 11, 2018 7:01PM
  • I am updating my bank accounts via wave and although the message states that this has been done, I have no transactions being imported since the last week in August. It always seems to be a few days behind and it is not really helping me get the accounts done. Can anyone help?
    Perky2512 11 views 1 comment Most recent by Alexia September 11, 2018 6:50PM
  • I used to be able to connect to AMEX Canada platinum aeroplan card about a year ago. Haven't been able to reconnect now for over 12 months. Keep getting the following message when I try to connect via the "Connect your bank account" page. "Your bank's website appears to be experiencing technical difficulties. If you can successfu…
    harley 391 views 3 comments Most recent by Alexia September 11, 2018 5:47PM
  • Hello! I need to verify my bank connection!
    abruce1267 11 views 3 comments Most recent by Alexia September 6, 2018 8:32PM
  • How do I **categorize **the first transaction in the year called "Starting balance".
    ephraim 11 views 1 comment Most recent by Alexia September 6, 2018 2:09PM
  • Hi there! I am really happy about using Wave for my small business in the caribbean. the only things that doesntseem to work is, I think also one of the most important things, the bank connection. I have requested this several times before starting up my business in order to have it done in time, and before sending out my first invoice to my cl…
    Chrissi 11 views 1 comment Most recent by Alexia September 6, 2018 1:37PM
  • Just created a new account and imported my accounts from Dec 2017. Wave is giving me an incorrect starting balance
    vetemergency77 11 views 4 comments Most recent by Alexia September 6, 2018 1:22PM
  • I have a credit card merchant account that charges 0.25% (yes, that's correct, less than 1%). How can I use this merchant account on my invoices?
    JMichaelTX 191 views 1 comment Most recent by Alexia September 5, 2018 7:19PM
  • Why would it take more than 2 days to transfer funds to my bank, from ACH payment of one of my invoices? I can't imagine why it would take 7 days. REF: https://support.waveapps.com/hc/en-us/articles/217434506
    JMichaelTX 51 views 2 comments Most recent by Alexia September 5, 2018 7:08PM