Bank Connections

For the discussion of bank connections and importing transactions.
 

Discussion List

  • I've been trying to get someone to respond to me on why my payments setup was declined. Run 2 businesses with Wave and have had no issues with my other account. When trying to set up my new business, I was sent a message that I needed further verification. Then live chat said I needed to talk to the Risk Team. Then I got a message saying that I am…
    vwin20 12 views 1 comment Most recent by JulianP June 25, 2021 8:12PM
  • I was playing with Wave for a while and now I got the audited BS and TB back from my CPA. I am trying to get this ,my account restarted, including new COA and all new bank balance. IS there anyway I can remove all the old data and do it from scratch?
    GaryYuen 1 view 1 comment Most recent by JulianP June 11, 2021 7:48PM
  • Hi, I am using a membership management software called Wild Apricot. What I would like to do is import our membership sales from Wild Apricot into Wave as accounts receivable, then record our cash deposits using our regular bank statements, and record those deposits against A/R. Is this possible? It seems like I cannot upload to anything but a ban…
    BryceP 1 view 1 comment Most recent by NancyC June 8, 2021 7:06PM
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  • I was linked to my bank account (Associated Bank of WI) but then their app required me to change a password back in February. Since then I cannot establish a connection to Associated Bank via Plaid through the Wave app. Each time I enter my username and password, it asks for my code that is texted or called to me, I enter it and it ALWAYS comes b…
    JJKCom 91 views 5 comments Most recent by JulianP May 14, 2021 8:39PM
  • For the calendar year, 2020 bank uploads were not accomplished from March 9, 2020 to December 31, 2020. Is manually uploading the only answer?
    HaagRita 1 view 1 comment Most recent by KristenV May 14, 2021 2:29PM
  • My transactions stopped importing about 10 weeks ago. I tried deleting and reconnecting, and that seemed to work. Then, about 6 weeks ago, same thing happened. Now, it's telling me that my bank connection is down, and to try again later. Can someone look into what's wrong, and if there is something else I can do to get this connection working?
    midwest_kc 21 views 1 comment Most recent by KiahD May 13, 2021 6:12PM
  • For over a week my Scotiabank accounts are no longer syncing with Wave. I did notice that SB recently added multi-factor signin using security questions. I tried turning sync on/off but that didn't help. Would removing the connection altogether and renewing the sync work? Or is this a matter of patience as Wave's integration provider figures thing…
    geoteo 282 views 9 comments Most recent by Mrs_Sparkle May 5, 2021 11:53PM
  • My transactions haven't updated in over a month from First Interstate Bank. I've created support tickets but no one responds. Trying to get some traction here before giving up and going back to Quickbooks.
    Redrock 21 views 2 comments Most recent by Mrs_Sparkle April 30, 2021 3:58PM
  • Today, when I clicked on the dropdown box at the top of my Transactions page, I noticed that a new account had appeared in Cash & Bank (labeled "x") that I did not set up. Has anyone had this happen? I would like to know why it "appeared" and why there are bank transactions booked to this account.
    TDuvall 121 views 3 comments Most recent by KiahD April 29, 2021 6:59PM
  • Hello, I have logged in after few months and tried to connect bank, its just showing transactions till last year. I have connected the bank several times and the bank shows the last amount as balance in the bank but all entries debit and credit both do not display in transactions. It just shows till last year. please advise if anyone knows the so…
    Kashyap2022 11 views 1 comment Most recent by KiahD April 29, 2021 6:36PM
  • When I try to connect my bank account I enter my credentials and then when it ask to verify identity it freezes and won’t connect.
    Myra 11 views 1 comment Most recent by JulianP April 21, 2021 8:59PM
  • EmyEmy
    I am not able to connect home depot credit card and Canadian tire credit card to my accounting ? Everything is correct username and password
    Emy 31 views 4 comments Most recent by Emy April 18, 2021 7:06PM
  • I just realized that over this past month and a half, Wave has missed a TON of my schwab bank transactions. It's saying the connection is good and that everything is fine, but it's missing a ton of transactions...
    nickhaley 351 views 6 comments Most recent by KiahD April 16, 2021 8:20PM
  • This has been going back & forth with customer service since last August. I was told to delete the bank connection and re-import but that only worked for that one time. The transactions no longer import and I shouldn't have to recreate a bank connection each time in order to force an import. It used to work fine. What is the problem and what i…
    fischerdf 21 views 0 comments Started by fischerdf April 6, 2021 2:54AM
  • Hello, I spoke with Heartland Bank (OH) and they indicated that they sent over the necessary information to Wave to complete the account connections. Is there an ETA on when Wave's IT department will have this complete?
    sblpartners 21 views 1 comment Most recent by AlexL April 2, 2021 7:52PM
  • for some reason... A seldom used account from regions has joined with a wells fargo account. (that was never marked for auto downloads.) This is an account for another business, not on waveapps, but is accessed with the same login info as one that is designated for auto downloads but has a different account number. when I look at my banking infor…
    jgrosho 11 views 1 comment Most recent by AlexL April 2, 2021 7:44PM
  • I bank with Capitol Federal Savings and my accounts haven't been imported into WAVE in about 2 weeks. This has been a great app, especially with it being free, but this is frustrating.
    TDuvall 41 views 2 comments Most recent by TDuvall April 2, 2021 7:28PM
  • Is anyone else having issues with transactions showing up 7-12 days late? * Some of my bank deposits are showing up late, if at all. * The ones that happened around March 16th, which if I remember correctly was around the same time the Transactions screen was updated. (Great improvements by the way!!!) * When I logged in yesterday, I was missing …
    redtopper 21 views 1 comment Most recent by AlexL April 2, 2021 4:43PM
  • the bank info did not get an update. when we should see the update?
    Deepblue626 11 views 2 comments Most recent by AlexL April 2, 2021 1:18PM
  • Nothing has shown up in Wave from my accounts since 1/22
    Mark832 21 views 6 comments Most recent by JulianP March 31, 2021 8:41PM
  • Hey everyone, I hope you're all very well and it's great to join the community! I had a quick question regarding the integration of my business bank account (Starling) into Wave. I've connected my bank account to Wave but I've noticed that it's not picking all transactions up (particularly income). It also isn't recognising expenses as expenses,…
    MarkyT 11 views 3 comments Most recent by AlexL March 30, 2021 1:47PM
  • The account I use to receive Wave payments stopped working over the weekend. I cannot reconnect it. The Plaid dialogue box tells me the number of attempts has been exceeded, but it said that the first time I tried to reconnect. I've got a Wave payment sitting in my Wave account that should've been transferred to my business checking account yeste…
    Sleeping_Cat_Books 51 views 3 comments Most recent by KiahD March 25, 2021 7:30PM
  • Hi - For the last 10 days, I have tried connecting and reconnecting my TD account but cannot get my bank account transactions to import from 2020. All the 2021 transactions are showing. I was able to get my TD credit card to import everything in 2020 so not sure why is it not working for the bank account? If I have to do it manually, what is pla…
    canopyverde 31 views 1 comment Most recent by AlexL March 23, 2021 2:43PM
  • KaiKai
    Discussion Deleted
    Kai 21 views 1 comment Most recent by KiahD March 17, 2021 7:24PM
  • I cant find my bank to connect to Wave. It does not appear in the list of banks when I search for it. Please let me know what I can do to work around this.
    hk604 11 views 1 comment Most recent by NancyC March 16, 2021 6:01PM
  • I have a two part question with questions italicized. I set up a Wave Business account but inadvertently linked my business and personal bank checking and savings and credit card accounts to the Wave business account. I also categorized transactions tied to business spending on the chart of accounts. I now need to separate out the personal chec…
    flconsult 11 views 1 comment Most recent by JulianP March 11, 2021 9:04PM
  • My balance is updating but my transactions are not. Is there a fix for this? Update: It appears there is like a 2 day delay. My transactions have updated
    Davis Closed 31 views 1 comment Most recent by AlexL March 9, 2021 5:10PM
  • I have linked my business bank account to my Wave accounting system. The transactions are importing without problem, but I noticed that my bank balance does not show on the balance sheet under my assets. How can I rectify this? Or do I need to do this manually? Thanks for you help!
    Steven_Heyman3 51 views 2 comments Most recent by Steven_Heyman3 March 5, 2021 9:53AM