Help Center Discussion

For discussion & feedback regarding Wave's Help Center.
 

Discussion List

  • Wave Payroll: All about the bookkeepingYou're ready to approve a payroll in Wave - what's next? This guide will walk you through the steps to take before and after approving a payroll, as well as explain how Wave automatically handles y... Read the full story here
    System 2.2K views 9 comments Most recent by Rusty June 26, 2021 3:57PM
  • How to add money to your Wave Visa Business Debit CardCongratulations on finding the Wave Money Help Center article! Wave Money is a brand new product from Wave which is currently in a limited beta release. We are looking to roll this out to more user... Read the full story here
    System 1.3K views 8 comments Most recent by JulianP June 25, 2021 9:08PM
  • Invoice like a proLet’s get you paid! Your Wave account includes sophisticated invoicing features like estimates, recurring invoices, automatic reminders and more, but it all comes down to one thing: Getting money i... Read the full story here
    System 8.2K views 33 comments Most recent by Colin_Elvey June 25, 2021 6:27AM
  • How to view or edit a billWhether you just need to check some details, or correct an earlier entry, viewing and editing Bills in Wave is easy. Here's how. Click Purchases on the left side of your screen and select Bills. F... Read the full story here
    System 2K views 21 comments Most recent by KiahD June 23, 2021 8:13PM
  • Foreign Currency Invoices and BillsIf your business issues invoices or makes purchases in a foreign currency, Wave will automatically keep track of how these values convert to your business currency to keep your bookkeeping accurate... Read the full story here
    System 5.9K views 62 comments Most recent by KiahD June 23, 2021 6:56PM
  • Cannot see the "Create a new" button on Dashboard both on windows 10 and mobile (iphone, safari). Please help
    supakdee 1 view 0 comments Started by supakdee June 23, 2021 12:09PM
  • Hi there, I need help to finalise the migration to Zoho Books from wave. I have uploaded all reports in cvs but I'm stuck at the final stage where I have to add the Migration date and the Trial balance report, which I did already. I get the following notification: 'Opening balance can be added only once. To make any changes, you can edit them.' I…
    Emma_Advisory 11 views 1 comment Most recent by KiahD June 22, 2021 8:52PM
  • Hi team Our business bought gift certificates to be given as gifts to clients. How do I appropriately record this transaction? I am a bit confused as I am trying to connect our receipt to support this transaction but I am not sure how to properly do it in Wave. NOTE: We're not selling those gift certificates. We are giving them as gifts.
    Racedg 13 views 1 comment Most recent by KiahD June 22, 2021 7:10PM
  • How to add and pay contractorsYou can pay independent contractors using Payroll by Wave. Because of their special tax status, contractors are considered vendors in Wave. This keeps your accounting accurate and your business com... Read the full story here
    System 21.3K views 49 comments Most recent by aks100 June 22, 2021 5:43PM
  • How to add a sales taxPerhaps you're the kind of person who likes to get everything set up and organized in advance, or maybe you prefer to tackle tasks as they come up. Either way, we've got you covered. Wave makes it ... Read the full story here
    System 10.6K views 54 comments Most recent by KiahD June 18, 2021 6:05PM
  • How to export receiptsTo export receipts Select the Settings menu on the bottom left and click Export under Other. On the Export Your Data page, click Export your receipts In a few moments you'll will receive an ema... Read the full story here
    System 12.9K views 57 comments Most recent by KiahD June 17, 2021 7:56PM
  • How to assign a deduction, bonus or benefit to an employeeSometimes you may need to add additional payments or deductions to your employee's pay. In this article we'll review how to assign a deduction, bonus or benefit to an employee. Click Payroll, then... Read the full story here
    System 2.2K views 17 comments Most recent by David_in_Edmonton June 17, 2021 2:13PM
  • I started reading other posts on how to categorize tools and right off it seems even something this simple is opening a can of worms of possibilities so I'll ask here instead. There are tools like measuring tools and setup tools that last until somehow they are damaged beyond use, and things like files and air tools that last sometimes years, and …
    Loren 1 view 1 comment Most recent by KiahD June 16, 2021 8:04PM
  • Introduction to WaveLet’s start with a round of applause — for you! Congratulations on running your own business, and congratulations on wanting to take control of your business finances.  Do accounting, invoicing and... Read the full story here
    System 9.6K views 6 comments Most recent by Stevbe June 16, 2021 6:14AM
  • Tax filing integration with Block AdvisorsWave is now offering a tax filing integration with Block Advisors for US businesses. With this integration, you can seamlessly file your taxes based on your accounting data in Wave. Getting yoursel... Read the full story here
    System 1.6K views 18 comments Most recent by KiahD June 14, 2021 7:37PM
  • Recurring invoices - #GoAutomatic with Wave (Video)Ready to set your invoicing on autopilot, and get paid the easy way? Watch to learn how Wave's Recurring Invoicing with Recurring Payments can help your business to #GoAutomatic ... Read the full story here
    System 3.6K views 13 comments Most recent by JulianP June 11, 2021 6:38PM
  • How do i view my previous year stuss
    111Dan111 1 view 2 comments Most recent by JulianP June 11, 2021 6:34PM
  • [NEW] Introducing the Admin role: Greater account permissions for easy collaborationAdmins have similar account permissions to the Wave account holder, so you can add trusted individuals to help you manage your business. This role is ideal for your business partner, family member,... Read the full story here
    System 2.2K views 28 comments Most recent by JulianP June 11, 2021 6:00PM
  • Introduction to journal transactionsLet's talk about the basics of journal transactions, and how to enter them in Wave. What's the deal with journal transactions? Most transactions in a business occur when money changes hands, or wil... Read the full story here
    System 4.7K views 10 comments Most recent by JulianP June 11, 2021 5:51PM
  • How to edit your receipt scanning preferencesChoose whether you’d like to automatically scan receipt images using Optical Character Recognition (OCR) technology or enter receipt details manually. Switch between manual and automatic receipt u... Read the full story here
    System 4.4K views 18 comments Most recent by JulianP June 11, 2021 5:11PM
  • Does anyone know how to remove my phone number from appearing in the statements of my clients to who pay my invoices? Thanks for the help
    King_Z 1 view 1 comment Most recent by NancyC June 10, 2021 8:38PM
  • Easy accounting for loansHere's how to use transactions to enter a loan into Wave and record payments to it. Accounting for receiving your loan: Under the Accounting tab in the left-hand navigation menu, select Chart of ... Read the full story here
    System 4.7K views 35 comments Most recent by NancyC June 8, 2021 7:46PM
  • I'm having trouble reconciling my account. I've crossed-checked my statement and the Wave transactions multiple times and it says I have a difference of $42.03 but I can't see that anywhere. Does anyone know what this could be and how to fix it? Thanks!
    elisethemisfit 3 views 1 comment Most recent by NancyC June 8, 2021 7:04PM
  • After using Wave for over 10 years, I have to say I'm pretty frustrated to browse these forums and constantly see user requests (often the same ones over and and over that I am also echoing) that are just generally ignored. So many ESSENTIAL requests people make are NOT ON YOUR ROADMAP, or you guys come up with BS workarounds and explanations. I'd…
    TOGuy 1 view 2 comments Most recent by TOGuy June 8, 2021 6:47PM
  • How to handle sales tax returns and refunds from your governmentAttention: This FAQ does not apply to all businesses. Please consult a tax professional to learn more about what your business can claim and about which sales taxes are recoverable taxes. Depending... Read the full story here
    System 12.8K views 105 comments Most recent by NancyC June 7, 2021 8:15PM
  • Hi there I created a 2nd business, but it defaults to US or Canadian Dollar. When I registered, I set my currency as ZAR (South Africa), and my first business uses the ZAR, but not the 2nd one. Why would that be? Regards
    Derek_ 1 view 1 comment Most recent by NancyC June 7, 2021 7:24PM
  • [US] Payroll Benefits and DeductionsIn Wave, you can enter deductions that will reduce employees' taxable earnings and will be reflected on the Form W-2. To enter a deduction to an employee's wages, go to the Payroll menu on the left... Read the full story here
    System 651 views 5 comments Most recent by cekentinc June 7, 2021 2:40PM
  • I manually record invoice payments. No bank account connection. All of the individual items sold on my invoices are listed in profit n loss. PLUS the entire sum of the invoice. If I re-catagorize the invoices to 'sales' everything looks great, but then all my invoices are labeled as unpayed/overdue. Just feel like im missing something her…
    Pinewynd 21 views 3 comments Most recent by Pinewynd June 6, 2021 7:07PM
  • How to create a billIf a supplier invoices you for some supplies or services but you don't pay them right away, you need to create a bill to recognize the liability in your books. That way your accounts will show how ... Read the full story here
    System 10K views 70 comments Most recent by JulianP June 4, 2021 8:43PM
  • How to view, edit or delete an estimateTo learn how to view, edit or delete an Estimate, follow these step-by-step instructions: Click on Sales > Estimates in the menu at the left of your screen. Find the estimate you want to view a... Read the full story here
    System 1.7K views 18 comments Most recent by JulianP June 4, 2021 6:35PM