Help Center Discussion
For discussion & feedback regarding Wave's Help Center.
Discussion List
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New transaction bulk actions for speedier bookkeepingOur updated bulk operations allow for more transaction elements, so you can get everything sorted and get back to the stuff that really matters. Below, we’ll go through how to perform each type of ... Read the full story here
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[Limited Release] Customer ProfilesYou can access all of your customer's information including contact details, invoices and saved credit cards in the Customer Profile section by clicking their name in the Customers page. Wave provi... Read the full story here
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How to set up Wave with ZapierZapier is a service that can help you connect Wave to some of the tools you use throughout your day. Automated connections called Zaps, set up in minutes with no coding, can automate many of your w... Read the full story here
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How to record personal transactions from a business accountWe’ve simplified how you handle personal transactions in Wave. Instead of moving transactions out of your business account and into personal, you can now categorize personal transactions right from... Read the full story here
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How to send an invoice to multiple emails Sometimes your customer uses more than one contact email and needs you to send the invoice to more than one email address. This is how you can send an invoice to more than one email address Afte... Read the full story here
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Overview of the payroll dashboardThe payroll dashboard is your home base for reviewing, editing, and approving payroll runs. Access the dashboard by navigating to Payroll > Run Payroll in the left-hand navigation menu. Payroll... Read the full story here
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Why can't I bulk edit certain transactions?Transactions can only be bulk edited if they qualify for all the changes you're trying to make. Here, we'll walk through some of the common reasons bulk editing may fail with certain transactions. ... Read the full story here
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Getting started with Wave PaymentsMake it easy for customers to pay you and get paid faster! Payments by Wave makes getting paid easy! With credit card option bank payments options built directly into your invoices, you’ll be paid ... Read the full story here
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How to upload a receiptHow to Upload a Receipt Take a picture of your receipt and upload it to your computer. Click on Receipts tab on the left side of your screen. Click on the Upload Receipt button and select your rec... Read the full story here
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How to add a customerIn Wave, a Customer is anyone you might issue an invoice to, provide a service to, or sell a product to. Essentially, customers are where your income comes from. A Customer may be a business or an ... Read the full story here
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Check out Wave Checkout: ideas for your businessYou can set one up in under a minute, and it can be anywhere your customers are – read on for more ways Wave Checkout can open your business up to a larger audience! Create your first checkout by c... Read the full story here
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Upload a bank or credit card statement in .csv formatThe easiest way to get transactions into Wave is to connect your bank account for automated updates. Sometimes, however, this may not be possible. You may prefer not to connect your bank or you may... Read the full story here
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How to Move Your Data Between Wave Accounts or From Another Accounting SystemThere are many reasons you may need to move your accounting data into a new system, or close one set of books and open another. For example, you might want to change software, or just start over wi... Read the full story here
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What is a settlement transaction?When you approve a payroll, Wave creates a journal transaction on your Transactions page that records all of the expenses and liabilities related to that payroll. Once you’ve paid your employees, W... Read the full story here
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I am writing here because so far no one has even responded to my help chat inquiries and there is no other way I have found for me to reach out to Wave. I had two clients make payments to me just the other day. I got a popup that instant transfers were now available to me. I signed up for instant transfer with my Debit card and when I initiated t…
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Downloading an electronic statement from your bank or credit cardMost online banking sites will allow you to download an electronic file containing your bank or credit card transactions. This can be very useful when you want to bring past transactions into Wave,... Read the full story here
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[Canada] Statutory holiday pay requirementsThis article applies to Wave Payroll in Canada. All employers in Canada need to be aware of the requirements for holiday pay. Each province and territory in Canada handles holiday pay a little diff... Read the full story here
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How to use the Customer Summary on the invoice list pageYou can find customer summaries without having to jump between pages in Wave by using customer filters on the invoice list page. This can be helpful when you need one place to get a better idea of ... Read the full story here
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Is Wave available in my language?Wave is only available in English, but there are some easy ways to make it work for you, wherever you are in the world! Wave is always working to improve our platform and broaden our offerings for ... Read the full story here
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Payments (Credit Cards)One of the most popular features in your Wave account is the ability to accept credit card payments on the invoices you send. What makes it so awesome? Invoices get paid in 2 days or less, on aver... Read the full story here
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How to Create a Strong Refund/Cancellation Policy In 4 Easy StepsA great refund policy helps protect you and your customers. A simple one-liner can work for some folks, but depending on your business type, you may need something more thorough. This guide will h... Read the full story here
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Protect your business: best practices for accepting credit cardsAccepting credit cards is convenient for your customers, and gets you paid faster, but as with any financial transaction there are risks and precautions you should be aware of. Fortunately, observi... Read the full story here
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Complete direct deposit applicationDirect deposit allows you to pay your employees automatically, saving time and headaches. Best of all, there's no additional charge for this service! Wave Payroll is currently only available in Nor... Read the full story here
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Report and fileNow that you've categorized all your transactions and made any necessary adjustments, you have a full picture of the income earned during your financial year, and the expenses incurred to support t... Read the full story here
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Welcome to Wave PayrollWelcome to Wave Payroll! We know brave entrepreneurs like you are incredibly busy, so we've simplified the process of paying your employees. We've also created this getting started guide to help wa... Read the full story here
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I use the Personal Profile for my personal finances. I receive a paycheck by direct deposit from an employer, how do I record this in my Personal Profile? My bank is setup to automatically import. If I want to keep track of the deductions what entries would I need to make?
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Checkout by Wave: An easy, professional way to get paid up frontDo you want to get paid for a service or product you offer, without needing to create an invoice every time? Checkout does just that! You can probably think of lots of situations where it makes sen... Read the full story here
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Hi! I am new here. I am an experienced (30 yrs) bookkeeper. I am starting a new client. They want to use Wave and need to “catch-up”. Does anyone use a Wave checklist on starting from scratch. Words of wisdom since I am new to Wave. Just want to make sure I don’t miss any little clicks inside Wave that I’ll need to know. Many Thanks! Amy
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What you need to know about New Hire ReportsState and federal law require that all employers report information on new and rehired employees to the appropriate agencies within 20 days of date of hire. If your automatic tax payment is active ... Read the full story here
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We tried to re-connect our bank account and for some reason because we now have a Credit card it duplicated it. So now in my accounts I show 2 x chequing accounts but they are for the same account. Can I merge them somehow?
