Bank Connections

For the discussion of bank connections and importing transactions.
 

Discussion List

  • Hi all! I'm sure an issue many have had. My transactions from Simmons Bank in Nashville, Tn. have stopped importing as of 4 days ago. On average it may not import for a day or so at most. My Bank did just up grade its website, if that may have something to do with it. They now require 2 step verification. Other than that nothing. So, I'm currently…
    Houston 61 views 8 comments Most recent by Houston May 27, 2020 8:37PM
  • I am trying to connect my bank and after logging in I get this:
    neocode 131 views 1 comment Most recent by Barsin May 20, 2020 7:36PM
  • Hi! Been using Wave for years now, but recently I noticed that my transactions stopped updating, I can no longer see my bank connections (it appears like I have none), and I can no longer find my bank on the integrations menu. Has Wave dropped support for Santander Mexico? I hope so, because Wave packs some really useful analytics. Greetings!
    Hueso 21 views 2 comments Most recent by JamieD May 18, 2020 7:41PM
  • Is there a way to add the date of service? We'll be billing customers monthly for services twice weekly and I don't see a way to add a column for that. Also, one customer has us mow 2 addresses-how could I deal with that?
    LyndaR 11 views 1 comment Most recent by JamieD May 18, 2020 2:07PM
  • I was trying to connect by hsbc business account to wave. when searching I see HSBC online, but my business account uses HSBCNet, does anyone know if it's still possible to connect it to wave? Thanks! :smile: -Jeffrey
    Jephuff 151 views 3 comments Most recent by NicoletteB May 14, 2020 7:12PM
  • Cant connect my first minnetonka city bank
    bashirbashir 11 views 2 comments Most recent by bashirbashir May 13, 2020 7:21PM
  • My transactions have not been importing with BMO since January 22. In the banking tab, it states that "this connection isn't working" and when I try to reconnect it, it states that there is an issue with BMO and that I should call them to discuss it. I did this today and was told that they know nothing about why this would not be working…
    Jhall114 281 views 4 comments Most recent by AlexL May 13, 2020 2:40PM
  • Since about two weeks ago, we have not been able to import any transactions from our Chase checking or credit card. We've attempted the troubleshooting tips of reconnecting, but nothing seems to work. Can I have a Wave support representative provide some detail on: * Is there a known issue with Chase bank connections? * Is there a specific proble…
    MarkusDraftHire 161 views 1 comment Most recent by AlexL May 8, 2020 7:24PM
  • I have a Canadian Home Trust Visa. Online services are provided by ezCardInfo. Import used to work just fine. As I try to migrate to the new provider, it's insisting that my CAD $ account is somehow a USD $ account and won't let me link it to my Canadian account. I've checked for profile settings in ezCardInfo (there are none). Anyone have an…
    DaveK 101 views 11 comments Most recent by NicoletteB May 7, 2020 7:34PM
  • Have a silly question here, but I was wondering if deleting a transaction in Wave deletes it in my actual connected bank account records, should I log in and view the account transactions through my bank. For example, let say I go to the grocery store and pay $50 with a debit card. I see that transaction on Wave, but it's not deductible, so I choo…
    John108 21 views 1 comment Most recent by NicoletteB May 7, 2020 7:22PM
  • My bank was connected and working but stopped working. I've tried everything, including deleting. Now I can't add the connection back. Message says credentials are not correct but I can log on to my bank with them. Any suggestions?
    hammerjr 21 views 3 comments Most recent by Barsin May 5, 2020 8:34PM
  • I connected my Nelnet account because my business pays the loans. It imports ALL loans individually and then shows a payment multiple times. FROM the import as deposits. Student loan payments are showing up as deposit (income) rather than Payments. example **Nelnet account Total ** $10,000 Loan 1: $5,000 Loan 2: $5,000 TOTAL AMOUNT PAID IN AUGU…
    Strat 11 views 3 comments Most recent by Barsin May 4, 2020 8:19PM
  • Canada 'Coast Capital Saving' and 'Rogers Bank Master Cards' they are still not able to bank connection since last year
    johnkimhvac 41 views 0 comments Started by johnkimhvac May 1, 2020 4:15AM
  • I had to change the bank password and now wave wont connect. It says do it on the bank side and come back but nothing changes How do I let wave know I have a new password
    peedee 441 views 7 comments Most recent by NicoletteB April 28, 2020 6:37PM
  • I have failed to connect to my bank for a few weeks. This was once a solid product, somehow , in the last year it has become unusable. If folks wanted to run their business in Excel, they never would have started using your product.
    FJCONE 11 views 1 comment Most recent by NicoletteB April 23, 2020 7:55PM
  • Trying to connect to my American Express account. All I get is this message. I've tried repeatedly. No information is provided as to why it won't connect. I can log in to Amex with this account fine. in another browser window.
    thedjm 301 views 11 comments Most recent by NicoletteB April 21, 2020 6:52PM
  • Anyone else getting this error message when trying to connect to U.S. Bank? Your account could not be connected at this time. This could be related to issues some banks are experiencing due to high traffic volumes from the COVID-19 stimulus. Please try again later. I've been getting this error for the last three days.
    abrasivejustin 21 views 1 comment Most recent by ConnorM April 20, 2020 8:01PM
  • As per my attachment, you can see the starting balance of the HST tax account (this is the refund from the previous period). Why is the "Payments to Government" amount different? There were no other transactions during this period?
    SFperformance 11 views 1 comment Most recent by JordanD April 16, 2020 6:06PM
  • Hello there I have similar issues with my currency. My currency (XCD) rate is tied (fixed) to the USD, meaning our rate doesn't change on a daily basis. Our local bank rates are as follows: Cheque /Wire Buy: 2.6882 Cash Buy: 2.67 Sell Rate: 2.7169 Mid rate: 2.70255 Is there an option in Wave Accounting to set a fixed exchange rate?
    JayDev758 901 views 5 comments Most recent by Barsin April 14, 2020 9:18PM
  • I am a new user, Like today is my first day, just signed up. I tried to connect my Capital one Business accounts to wave to get started. Complete Fail, Wave crash and burned !! Wave is not compatible whit this very popular bank. This leaves me very frustrated, I guess I may have to stay with Quicken for Home and Business after all. My first impres…
    Electrofex 542 views 1 comment Most recent by Barsin April 14, 2020 6:04PM
  • So I am new user to this platform and I am trying to upload the bank statement but it keep saying "Wave is having difficulty reading the dates of your transactions" even though I change it into correct format. So, I am totally lost on what to do. Can anybody give me some tips?
    Cassandra 121 views 5 comments Most recent by Barsin March 24, 2020 1:45PM
  • hi - loving the product so far and really hopeful for it. did notice this though : i have 2 accounts in the same bank, one is a EUROS account, and the other is a USD account (we deal with lots of clients from these two locales, and we did this before TransferWise came around :wink: ... ) - it's showing up both accounts, which I was very impresse…
    airplanenoise 11 views 3 comments Most recent by darren_sbm March 18, 2020 11:17PM
  • My imported banking transactions are always six days behind. Is there a reason for this or a setting to make them more current?
    BrettRevAuto 11 views 1 comment Most recent by JordanD March 17, 2020 6:44PM
  • I have some duplicate downloaded transfers (as seen in other discussions). How do I know which one has been reconciled? I don't want to delete the wrong one.
    cm58 11 views 1 comment Most recent by ConnorM March 12, 2020 6:47PM
  • I connected my nonprofit accounts to Wave easily. However, when I look under transactions it is showing my personal account transactions as well as the nonprofit ones. How can I get it to stop doing that?
    NF77 21 views 1 comment Most recent by ConnorM March 12, 2020 5:20PM
  • We are a landscaping company and when we send out estimates for jobs, we tell the client that there is a 40% deposit prior to starting services. This is to obtain materials and such. Currently, we have a line item named "Deposit" with the income account "Installation Services". We create and send an invoice for the customers t…
    SouthlandOutdoor 31 views 1 comment Most recent by ConnorM March 12, 2020 2:15PM
  • Hi, about 3 weeks ago wave stopped being able to connect to my account (Cumberland BS UK) it says my credentials are incorrect when they aren't. Tried re entering them numerous times, and eventually removed the bank connection in an attempt to reconect the accounts but infuriatingly it still says that my login details are incorrect - when they are…
    STA0987 4.8K views 108 comments Most recent by daHawaiianStore March 11, 2020 1:22AM
  • Hi, Due to a malicious attempt by someone to access my bank account my bank made me change my username. I'd like to keep the account in wave but when I try to login it says I'm using the wrong username because it's different from the one that I originally entered, which is true, but the account is actually the same. Please help me resolve this.
    username1 11 views 1 comment Most recent by ConnorM March 10, 2020 7:42PM
  • Adding to the pile of bank connections that used to work, but now don't... I really wish there was some sort of list of what is being worked on, or alternately, will never work again... * What is the status on the "Comerica Bank" connection? Very large regional bank in the USA (the Detroit Tigers play in "Comerica Park") * The…
    RaimoK 61 views 2 comments Most recent by ConnorM March 10, 2020 3:21PM
  • Hi, I have processed a payment dated 16th May 2019 through the Add Income covering multiple invoices. The invoices are marked as paid correctly, but the transactions is not showing in the Transactions list and neither in the bank when reconciling. Can you assist?
    Caroline_Borg 31 views 1 comment Most recent by ConnorM March 10, 2020 1:31PM