Help Center Discussion
For discussion & feedback regarding Wave's Help Center.
Discussion List
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Getting your books ready for Block Advisors or another tax preparerPreparing your books so that you can file your taxes via our Block Advisors integration or an external tax preparer is simpler than you might think. Though the needs of each business are unique, th... Read the full story here
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Using Recurring Invoice for Customer InstallmentsRecurring Invoices are a great way to handle installment payment plans with your clients. By scheduling invoices of a set value, you can rely on Wave to deliver invoices to your clients on the freq... Read the full story here
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[US] Form 7200Form 7200 is a form that was introduced in the midst of the many programs offered to help businesses during COVID-19. It is used to request an advance payment of the tax credits for qualified sick ... Read the full story here
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What version of Wave accounting am I using?If you created your Wave account any time from the beginning of 2018, you're using the latest version of Wave's accounting features. Throughout this year, we've also been migrating existing custome... Read the full story here
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How to take a good photo of your receiptHere are some tips for taking a good quality picture of your receipt to increase the accuracy of the information Wave pulls from your receipt: Make your receipt as flat and wrinkle free as possibl... Read the full story here
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[Wave Accounting Basics Video 4] Bookkeeping your Invoice PaymentsNow that you understand the 3 Key Steps for Accounting in Wave, this video shows you how to bookkeep for your invoice payments. We show you the automatic entries made by the Wave Payments system, a... Read the full story here
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Getting Started with Wave MoneyAre you interested in getting onboard to the product changing the whole banking industry? Check out our set up guide below to get started! 1.You can download the Wave Money app from the Apple App S... Read the full story here
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I live in WA state and my business does both Retailing and Service work. For retailing you deduct anything that is shipped out of state and anything in state needs to be broken down into each tax zone. I am trying to figure out how to separate OUT of state retailing vs IN state retailing and the zone. I was able to do this in Quickbooks before mo…
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When I deposit a check to the bank I sometimes have multiple invoices on one deposit slip. Then when I go to WaveApps I can only select one option under "Payment Received for an Invoice" while the transactions have the total from two invoices. Any way to select more than one invoice?
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How to convert an estimate to an invoiceYour client accepted your estimate. Congratulations! Wave makes it easy to convert an estimate to an invoice, so let's get you paid! Click Sales in the menu on the left side of your screen. Click... Read the full story here
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In the past, when I would categorize transactions, after settingg the category for a transaction the system would automatically give me a list of identical (monthly) transactions that have been made recently and give me the option to set the same category for all those transactions. It would also allow me to mark all of those transactions as revie…
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Hello, we apply both GST (5%) and PST (7%) for services provided on our invoices. We have several line items billed at half hour and when both taxes are applied, it would auto-calculate the taxes amount for that line items. The total taxes amount for all line items are off by several cents, which I assume is caused by lack of decimal places intern…
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[US] COVID-19: How to bookkeep your PPP loanIf you’ve received a Payroll Protection Program loan (PPP), here’s how to bookkeep it, from start to finish. The PPP is a loan program offered through the Small Business Administration which is up ... Read the full story here
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Since the update to the transactions pages, when I categorize a transaction it's no longer finding and asking if I want to categorize the other transactions with similar descriptions with the same category. For example, I have multiple Google *Services charges. It used to be when I'd select the expense category it would bring up all the Google *S…
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please tell me there is a solution for this. when i create an invoice everything is itemised. sales + orders tax shipping. everything is split which is fine. when i record the payment it creates a transaction of all this figures combined. which i then have to split. this is taking me on average 35 clicks to split one transaction up. with hu…
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Pay your employeesYou're all set up! Running your payroll is just a button away. Here's how. Before you run your first payroll, please ensure you've completed the previous steps: Added your employee(s) Completed y... Read the full story here
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Provide your business's ownership informationTo comply with the FinCEN mandate for customer due diligence, beginning May 11, 2018, when you’re getting started with Payments by Wave, we are required to obtain information about every person wit... Read the full story here
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Everything looks backwards! A debits & credits overviewJumping into the accounting world can be a bit scary. There are lots of new concepts to learn, and things may look a little backwards from you personal bank accounts until you get used to the new w... Read the full story here
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[US] How to enrol in the Electronic Federal Tax Paying System (EFTPS)When it comes to paying payroll taxes, it's important to stay up to date and informed. Below is a list of instructions for how you can enroll in the Electronic Federal Tax Paying System (EFTPS), wh... Read the full story here
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How to add your Wave Visa Business Debit Card to Apple PayApple Pay allows Wave Money you to make secure payments using Wave Money in person, in iOS apps and on the web using your iPhone, Apple Watch, iPad or Mac. Apple Pay replaces the standard debit ca... Read the full story here
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Wave Email Money TransferThe Wave Email Money Transfer allows you to easily and securely send funds from your Wave Money to a recipient using email. All you need is your Wave Money App and the recipients email address! Fro... Read the full story here
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How sales tax works in WaveThis article explains how sales tax works in Wave, and how to record sales tax activity. How is sales tax tracked? When you create a sales tax, Wave automatically creates a sales tax liability acco... Read the full story here
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What do I need to get started with Wave Payroll?Starting from scratch can be a pain, but when it comes to getting started with Wave Payroll, we’ve got you covered! Below, you can find a checklist of all the things you’ll need to have in front of... Read the full story here
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How to read a cash flow statementA Cash Flow statement shows the movement of money through a business. It’s a cornerstone financial report, and shows you the sources and uses of a business’ cash. The cash flow statement tracks mon... Read the full story here
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My UK business had to close because of continuing lockdown restrictions. I'm supposed to move to Zoho as Wave no longer supports the EU market. However Zoho does not seem to import all data such as bank statements, transactions, copies of receipts. Can I keep my data with Wave? I can't find this information anywhere or access any actual support. …
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This may have already been discussed somewhere, but I cannot find a post that answers my specific question(s). I actually have two. 1) I give a $50 credit to my tenants for water in order to encourage them to keep the landscaping watered. They have the water service in their name and pay the bill in full. I am presuming that what I do is cr…
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Complete your tax profileNow that you've entered all employee details, Wave can calculate the employee portion of taxes. Completing your tax profile is the next step – this allows Wave to calculate your portion of payroll ... Read the full story here
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[Canada] COVID-19: How to bookkeep your CEBA loanIf you’ve received a Canada Emergency Business Account (CEBA) loan, here’s how to bookkeep it, from start to finish. The Canada Emergency Business Account, or CEBA, is a loan program created by the... Read the full story here
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Today I received several emails indicating I was being paid by various clients, which are not my clients or payments. What is going on? Thanks Dwight McKay
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Accepting payments outside the US and CanadaWave's Stripe connection will end on June 30, 2021 for businesses outside the US and Canada. As of March 31, 2021, sending Stripe payment-enabled invoices will no longer be supported. Wave is rece... Read the full story here
