Bank Connections

For the discussion of bank connections and importing transactions.
 

Discussion List

  • I've done this in the past and its worked but for the last week I've been receiving this message: INVALID REQUEST The web server for the domain accounting.waveapps.com is unavailable at this time. The origin is having network or application issues. Can anyone help? Thanks Liz
    Liz_uk62 31 views 1 comment Most recent by EmmaP March 6, 2020 5:13PM
  • My Rogers Bank Mastercard just went two-factor and now it cannot be synced to Wave. I have two TD accounts that the bank is converting and I suspect syncing will fail after this. To make matters worse the QFX file format seems to be malformed - dunno who is doing it wrong but it cannot validate. So my question is does Wave have a work-around o…
    pngriba 551 views 5 comments Most recent by Barsin March 5, 2020 10:10PM
  • My sidebar is not working, therefore, cannot access any reports.
    etak 171 views 1 comment Most recent by Barsin March 5, 2020 3:26PM
  • Hi Everyone, I am not able to automatically import my bank transactions. Any solution for that ?
    PANKAJ_NAYYAR 31 views 1 comment Most recent by Barsin March 3, 2020 7:42PM
  • Hello - I'm using integrations to connect my paypal account to my Wave account. I tell Wave that I want it to pull in transactions beginning with 1/1/2019. I have hundreds of transactions in Paypal; however, the only thing pulled in is my Paypal account balance from 12/26/2018. Can someone PLEASE help me understand what I'm doing wrong?
    JenKup 31 views 1 comment Most recent by AlexL February 20, 2020 8:19PM
  • I have several clients who use Wave and who are all currently having trouble with their bank feeds not pulling in transactions. This has happened on more than one occasion. It has gotten to the point that we cannot rely on Wave anymore and we will actually be considering other online accounting software solutions. I'm sorry to say Wave support has…
    Linda_Anderson 171 views 14 comments Most recent by EmmaP February 20, 2020 7:36PM
  • Hi - I'm new to wave and I've had my first payment through Stripe - woop. Wave sorted the transaction automatically so I now have a transaction (that I can't edit) for my invoice amount (+£449) and the Stripe Fee (-£6.49). All good. However, in Wave there will be a copy of my sales invoice, but there isn't an attachment of a purchase invoice co…
    jopedder 21 views 1 comment Most recent by AlexL February 20, 2020 6:35PM
  • I have changed bank accounts, successfully connecting the new account to Wave and importing transactions. I've turned off the old account import. So, I now need to transfer the money in the old account to the new account, but how will I code that transaction so it doesn't mess up my balance sheet? Cash on hand? Something else? Thanks!
    ReReinDC 21 views 0 comments Started by ReReinDC February 15, 2020 9:09PM
  • Hello Everyone, I recently resumed my banking downloads after Wave changed providers and one of my accounts did not match up to an existing account. As a result, I mistakenly created a new account and now I have two account: one with historical data that goes back to 2017 and the other that only goes back 90 days. How do I re-associate that impo…
    trooney7 31 views 1 comment Most recent by AlexL February 14, 2020 11:03PM
  • I have four accounts at my bank, but only want to use one Business Account in my Wave Accounting. How can I do that?
    Orangeone2345 31 views 3 comments Most recent by AlexL February 13, 2020 3:55PM
  • I am not sure the best way to describe this and I guess it is a general best practices question. I have my business checking and business credit card accounts linked to Wave and transactions automatically imported. The issue is credit card payments are counted twice For example, each individual credit card transaction is counted as a withdrawal. …
    tbromer89 595 views 9 comments Most recent by jenb22 February 11, 2020 4:30PM
  • Bank Connection Downloading 8 hours+ and still going. Is this normal? Should I abort and start over? Thank you !
    GHS_888 11 views 0 comments Started by GHS_888 February 11, 2020 3:36PM
  • I just opened my WAVE Account today. On each Bank Connection, I put in the date to download from January 1, 2019. It is now in early 2018 and still downloading into my WAVE Account. Do I stop, delete, and start over? or what to do? THANK YOU !!
    GHS_888 11 views 0 comments Started by GHS_888 February 11, 2020 8:50AM
  • So I had my Paypal account connected and it stopped working in March of 2019. I have set up Zapier to bring in future transactions but am trying to fill the gap between April 2019 and now. Is there a Paypal report I can pull that will add to transactions, like I would a bank? I have tried their CSV reports and they do not work.
    Babysitease 21 views 1 comment Most recent by EmmaP February 9, 2020 3:16PM
  • I'm obviously not the only person having bank connection issues, but can you please share if you're actively working to fix the lost connection to Homestreet Bank or if I should make other arrangements because it's not yet on your radar. I just need to know how to plan accordingly. Thanks in advance.
    CULTUREBYDESIGN 31 views 1 comment Most recent by EmmaP February 8, 2020 1:48AM
  • My bank connections were paused, I resumed one of them, but the other is not working. Live chat apparently is not ever online right now, and the help links in the app don't work! I can't integrate with my bank, and I can't contact Wave to report the problem! Also - I no longer see bank account information on the dashboard page - this was quite h…
    TomCooper 121 views 10 comments Most recent by AlexL February 7, 2020 11:36PM
  • Hi, I'm new to wave and I'm evaluating Wave vs. Mint. Wave has failed me right off the bat. I was not able to connect to my TD Canada account for almost weeks now. Opened a support ticket with Wave HelpDesk and no response for more than 6 days. Have followed up multiple times now, still no word! I hope someone can help me out to evaluate thi…
    wavemayoor 124 views 3 comments Most recent by AlexL February 7, 2020 11:12PM
  • I submitted a support ticket back on 2/3/20 and no one has reached out in a week. The support system here is flawed. How can you put your customers through this, especially during tax season? There is literally no way to get a hold of anyone. You no longer use ticket numbers, and customers can't see a status of the their support submissions. …
    wv223c 21 views 0 comments Started by wv223c February 7, 2020 4:59PM
  • Hello, Since the switch to the new account connector service, I cannot connect Wave to the BoA business checking account that has worked for the past 4 years because the new service doesn't support MFA. Turning off MFA violates company policy so that is not an option. Seeing as BoA is one of the largest banks in the world, I would hope there is ef…
    blackbird33 461 views 5 comments Most recent by David_autofile_ML February 7, 2020 12:20PM
  • I connected my bank account for my business and it asked if I wanted to set a specific date for the import to start or import everything. Since I just switched to Wave and wanted to start my books effective the beginning of last year, for tax purposes, I wanted my transactions from the bank to start then as well. I set an ending balance/starting b…
    ErikaP 14 views 0 comments Started by ErikaP February 6, 2020 2:41AM
  • Prior to the banking transaction imports improvement, I was connected to Frost Bank. Now, Frost Bank is not appearing to reconnect to. Is it no longer supported?
    tormcgraw 861 views 4 comments Most recent by JRB January 30, 2020 11:20PM
  • In the UK the automatic bank connection is not supported anymore, however somehow I still get some transactions from begining of this month visible in the program? Never mind, this is not my main problem, my problem is that I am just a small sole trader and my connected bank account is my private account as well so it is a nightmere to filter my o…
    Milosz 175 views 1 comment Most recent by Barsin January 30, 2020 7:48PM
  • If I receive a bill, enter it and pay it from my bank account, it then shows up again from the linked bank account. Did I miss something as to how to prevent this?
    SteveF123 61 views 1 comment Most recent by Barsin January 30, 2020 6:42PM
  • I'm having some issues connecting up my bank connections with your change in provider. Its showing CAD amounts for a USD account that will be importing USD asset account. Lets assume the following: * Amount A is my expected total in my USD Savings account. * Amount B is the correct FOREX to CAD of Amount A * I have Amount A USD in the Busine…
    jasingjo 21 views 2 comments Most recent by Barsin January 28, 2020 9:57PM
  • Hi Our alternative bank connector for Wave has now been released. https://www.autofile.ml Regards David
    David_autofile_ML 31 views 0 comments Started by David_autofile_ML January 28, 2020 7:25AM
  • I hate to keep parroting what others seem to be saying about a step backwards with this new bank connection provider but when you've been using it for years and now your bank fails to login I don't know how you can be expected to be happy about it. The bank I use is a smaller regional bank (First Interstate Bank) but they have specific online ban…
    Aether 21 views 0 comments Started by Aether January 26, 2020 2:03AM
  • I created a help ticket 2 days ago and still haven't gotten a response. I went in and restarted my bank account after the migration, but my bank info in and it looked like it authenticated. I go to bank connections afterward, and it goes back to the list of banks and doesn't show my bank connected. I search for my bank and try to reconnect and …
    Gonzo1982 41 views 1 comment Most recent by AlexL January 24, 2020 4:29PM
  • Hi Wave Team I have been trying for over a week now to import bank statements using csv as i do not have the other formats, I have been to the help centre and have edited the CSV file as required and I have not been able to import. I keep receiving the error that it must contain amount, description and date column. I have tried with 1 and 2 amoun…
    Roxanne_12 33 views 3 comments Most recent by EmmaP January 21, 2020 6:27PM
  • Hi! Even though I was able to successfully connect to my bank (Popular https://www.popular.com), out of 6 accounts that exist there, the two that I actually need to import into Wave are the ones that are missing. Help?
    hamdingers 142 views 5 comments Most recent by Liam_T January 19, 2020 11:21PM
  • I use Fifth Third Bank and when I try to reenable connection I get an invalid User name/password message. Works fine on the banks website and it worked fine before changes. Need help.
    Toly 21 views 0 comments Started by Toly January 17, 2020 2:32PM