Using Wave
For questions about how to use Wave! Everything from getting started, to updating your profile, to understanding navigation.
Discussion List
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For a reason I can't understand, in one of my business in Wave I can,t access the dashboard. It's still showing me a welcome screen. How do I get rid of that. I already started doing invoices, connected my bank accounts and enrolled in Payments processing...
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I just started out today using Wave and I love it thus far. My business is a property I purchased and rent out, pretty basic. I am struggling with how to add my mortgage on the house into Wave properly. I have online access to my mortgage and I connected my online account with Wave, but I don't know how to properly categorize it, (It defaulted to…
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Hi all, A new user here. I’ve been able to sent invoices successfully but wanted to know if it was possible to send out a contract (pdf or other) at the same time as sending either an invoice or, preferably, an estimate. Loving all the other features so far. Thanks Steve
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Hi, Forgive me if this is a stupid question that has been asked a million times, but I've just signed up to Wave and I've been adding my receipts but I'm getting stuck on how to categorise some of them. In particular, because I've just started up as freelance videographer, I've been buying some new bits of equipment and it's not clear what categ…
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Hello! I have recently begun as treasurer for a non-profit and have been using Wave for the past year. In preparing for this year's year end, I noted a few issues that I hope I can get some assistance in correcting. * Assets, we have inventory and equipment (I have created both of those separate accounts correctly). How do I properly adjust the …
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Is there a 'best practice' with regard to categorizing the starting balances in Wave after importing transactions from my bank?
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Hi all, my teenage daughter has a candle making business that she runs from a Facebook and Instagram page, and she currently just uses excel to track orders/sales and costs etc. Does Wave keep a track of cost of goods sold, gross profit, net profit, orders and sales? Doesn't need to have a lot of functionality, just needs to show her how much mone…
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Hi all, longtime user first time caller. I currently am starting a hospitality business (motel) and I'm trying to update a balance sheet to include the value of the real estate and the liability of the loan and am having trouble creating the right accounts to accuately represent in the reports. Any suggestions on how best to handle? Thank you in a…
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How do I record business income without going through a whole invoice process? I get paid from Uber and Lyft once a week and sometimes more often than that and each time the amount is different so I would have to do pricing from scratch every single time. I am paid directly into my bank account. Any thoughts and ideas? Thanks BluJ
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I've just started using Wave for our Cub scout pack and I'm modifying to work with what we do. I have categories set up for our Fundraising in income and expenses. For instance, I have a Fundraising - Popcorn category set up for both. Is there a way to have 1 category that is both income and expense so I can see how much total profit we made on…
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I use a web site builder and a credit card processor and Wave for my accounting. I can print a shipping label from my web site to ship an order, I can also get wave to import my credit card data to categorize charges, why can I not get an invoice to appear in Wave when I make a sale? How the heck do I get these three organizations to talk together…
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Is there a partner referral link to enable me run campaign to retarget prospective client to wave?
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Glad to hear about the H&R Block takeover of Wave. Looking forward to great strides forward! I hope we see many great new features implemented and simplified US (and Canadian) Taxes :smile:
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Are we able to create and print shipping labels through wave? Or will I have to use a seperate client for that?
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I am always asked what my disaster recovery plans are (the "bus" question). Can you advise what I should do to prepare for the unlikely situation of Wave vanishing off the internet?
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hello, can i know the name of companies that use wave ?
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I am new to this. There seems to be an invoice missing in my system, any ideas how i may find it please?
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Please tell me how secure this app is for having sensitive information that is needed for payroll like a companies Articles of Organization and EIN number plus employee's social security numbers/addresses/phone numbers. Thank You.
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I own an event management business and I want to use Wave in a way that I will know the expenses versus income for each event I run. At the moment I am adding each new event as an account and recording both the payment from the client and the expenses associated with the event under this account. However I noticed that the account is actually fall…
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Hi! I've just joined Wave and I have admin status, but I don't have a 'Sales' option in my menu so I can't get at the invoices section! All options are ticked for me on the owner's site - we've checked. What do I need to do to get at sales? All help gratefully received!! Thanks...
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I have tried several times to complete my application and it always says my identity cant be verified. I have answered all the ID questions correctly, uploaded my ID and EIN from IRS. How can I get past this issue and get my business back to making money?
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We run a music studio and send out monthly invoices to our clients. Sometimes those invoices need to be changed due to cancellations or sickness, etc... When I send the original invoice, a unique blink is created for the customer to view it at. When I edit an invoice, it appears that a new link is created that directs to the new, edited version, b…
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Is there a way to run and print a report of just income?
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When you create a new business and select "Real Estate" as Type Of Business, several options for business sub-type pop up. I am confused about two options in particular, Real Estate Rental and Landlord. What's the difference between these two? If I am a landlord with multiple rental units, which do I select? (I am setting up each renta…
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Hey there, we would love to meet fellow Wavers in Toronto!
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Hello there, Just wondered if there are any images that I could download from Wave to add to my external website. Wave logo etc. I know I can attract customers through Wave portal however, sometimes people are not aware this community exists. Welcome thoughts... Chris
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Have not used Wave for a while, just coming back to it for a few clients. All changed since I last logged on - looks good and still great package for free
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If we get the advance payment from the customer, how will we update the payment under that customer name? Customer is asking for ledger for reconciliation his account. Please suggest.
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I get a notification on my mobile device that an invoice has been viewed by my customer. How do I see the time and date of when they have viewed aforementioned invoice?
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Hello Good Day! I'm new here . how can i input the staring balance to view or see in my reports/income statement reports. please help Thank you God bless!!
