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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Wave, please bring back the advance feature. It's so frustrating it was canceled randomly with no explanation or heads up. We love Wave - but this has made us want to switch our systems over. Please comment below and maybe they will bring back Advances!! ! Jake
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Hi everyone I would like to know how to make a backup monthly of all my accounts. My first problem is that clients fall in arrears and I have to write of the debt and thus delete these accounts. When they later get on their feet, many use old invoice numbers of deleted accounts and then I dont know who made the payment. A second thing is that I re…
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I'm looking to import my CRM information in to Wave. If customers in the CSV file already exist in Wave, will it just edit the existing file or will is create a duplicate one?
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I'm in the auto detailing industry. Anyone in the San Antonio, TX area like I am?
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does or can anyone recommend a staff booking platform that integrates with wave invoicing
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Can someone PLEASE help me before I totally loose my mind. Im totally new with this technology stuff, so that doesnt help. But Im trying to add our Ministry info. As a new buisness, but instead its a Ministry..Tithes, offerings, reports etc...I will appreciate it more than you know!!
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Hello Wavers! I don't see a group for the Pacific Northwest, USA side of things. Come say hi if you are in one of those three states and let's network. -Ethan
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We [TRG] are a start-up company using Wave to handle most of our invoicing/payroll. Wave has been a huge help in our gains and success. I am a huge fan of the application and will recommend it to any small business start-ups I share a conversation with. I have yet to dabble into other features of the application, when I do I know I will have more…
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Good day all I understand that wave saves its data on the cloud , which is backed up. But just for peace-of mind I would like to back it up as well. I googled it and it explained .... under settings there is a place to request a backup. ITs now 12 hours and I still have not received a mail ??? many thanks !
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Good day all. My second question !!! I am starting my own drone-business where I build drones. For this I need to buy a lot of components to build my drones with. These purchases I have put under bills and the "expense category" I made "inventory". This seems to be working fine. I have also purchased these Linvar wall-mounted…
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Good day all I am starting my own business ( Trinity Drones ) and I have to get to grips with the accounting side of things. This is a challange as I am an engineer ! I have created an account and started entering transactions where I purchase inventory items. I can then enter the payment detail. With this being a sole proprieter business I am ru…
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I set up a login and invited a client to join then realised that it is best if he sets up the company as he can connect the bank feed. 1) Do i delete my Wave account? 2) Do i join or add when i get the invitation from him? Do I need to use my current login or create a new one? Thanks
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I never did get the PayPal integration to work so I set up PayPal as an account under Cash and Bank and manually log each transaction or allocate via invoice payments. I log the full amount and then add an expense for PayPal fees. When I withdraw PayPal funds to the bank account I categorise that as a transfer from PayPal. Am I doing this right? …
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I want to use Wave for a holding company (holdco). I don't see an appropriate "Type of Business" in the "Create a Business" page. What type should I use? Thanks.
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For any of you that are also using Wave for your personal transactions, do you use the personal profile or the business profile? And why?
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Hi when I send an invoice I can choose to send it via email or SMS.. however when I try to send a receipt for that invoice I can only seem to send it via email.. can anyone tell me how to do it please
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I’d be interested in getting to know other Wavers in North Carolina. Maybe we can meet up, and share thoughts and ideas.
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Any wave users in Western New York?
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This discussion has been moved.
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So the invoices that are paid through wave are not coming up on my income report? And I am not able to change these transactions. They don't seem to be classified as income for some reason.
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Hi guys, I'm a young entrepreneur from the Caribbean Island of St. Vincent and the Grenadines (probably never heard of it... But it's there... It's even on Google maps :).) I have a tourism startup that's, well, essentially airbnb experiences for the Caribbean (airbnb experiences are EXTREMELY under represented or non-existent in most Carib…
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Hello, as a single member LLC owner I pay $300 of Franchise Tax annually to the state of Delaware. How should I be categorizing that expense?
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Good day I'm Robyn, from South Africa. I'm relatively new to Wave and enjoying the program thus far. Could you please advise me how to delete information imported? I've uploaded a bank statement because yesterday I couldn't get it connected to my business bank account. Today I managed to link it but I would like to have statement uploaded removed…
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Just wondering if anyone from the island.
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I am seeking support to learn generate a basic sales report for a time period that includes sales for resale, direct sales and sales tax collected. I need it to submit state sales taxes. When I generate a sales tax report, I don't get all the information I need, like my sales for resale and sales exempt from state tax. I would really appreciate an…
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Where do I find the category for income tax refund income?
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Hi, my base currency is GBP. But I have a USD account with some dollars in it. I now want to transfer all the USD to the GBP account. So I create a transfer between the USD and the GBP account. I amend the amount received, and automatically get a gain/loos on currency exchange transaction as well as the transfer. This looks fine to me. The USD a…
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In a February 2019 post, @Mani stated: I use Wave for personal account tracking since it is standard accounting and less like other products where they are too non-accounting focused for my preferences. I use a business profile to keep track of corporate travel expenses since I travel a lot. I realize this isn't your bread and butter use case,…
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I'm own a small Ltd business in the UK and need to file the first company accounts and corporation tax returns. I'm new to accounting. An accountant just quoted me for £650 to do that. The company has made only purchases of goods in the first year, without any other trading, most being in my name which need to be transferred over as company assets…
