Using Wave
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Discussion List
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Hi! I am new to Wave and need some help. Where can I find some good training to help me learn how to use Wave in my business?
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Hello When I receive a manual check payment against an invoice, it credits my bank account. Then, when I synchronize my bank account, it shows the same credit from when I deposited the check. What is the best practice to handle this duplicate transaction?
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Any Indiana Wave users? Hi neighbors! :)
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I've been using Quicken for personal record keeping for over 10 years. Seems like it has worked fairly well and included some great features, but is labor intensive for what I need. Recently Quicken has been fraught with errors and non-performance. I don't have a business or need for invoicing. My question is: 1. Is Wave a good solution for me? …
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Anyone using Wave in the Fort Wayne, Indiana area? We're a small boutique who's new to Wave (and accounting in general) and would love to get to know you!
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So I don't know if this is possible, or allowed... I have a customer I do monthly services for, and they would like to just prepay for all of 2022 services, in 2021 for their tax purposes. This however, would be a negative for me next year. Is there a way to work it so that I can invoice them, so they can pay for next year, but it doesn't hit my …
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To my knowledge no one inside or outside of WAVE has created a written user's manual. Yes, the old fashion kind with step by step instructions with readable illustrations and an index, etc. (i.e. The Missing manual for Quick Books) If you know of one please advise. Does anyone think there is a demand for this kind of resource for WAVE?
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Hello. I live in Puerto Rico and will like to use the payments option. But cant verify my addres since PR isnt listed in the states. Is a way around this?
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In Transactions, I created a deposit and made splits for the amounts to pay some invoices. Then I realized I made a mistake in the total amount of the deposit, but I can find no way to edit the deposit amount in Wave once I set it. The only thing I've figured out to do is delete and re-create the deposit, which is time consuming. Isn't there a way…
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I would like to import expenses from a CSV file into transactions as a "Transaction type" Withdrawal. I see an option for uploading bank account income from a CSV file, but not expenses. I can upload the CSV file as a deposit, but the wave system won't let me bulk edit and change it to a Withdrawal. Is it possible to do this?
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How would I record the money I get from the sale of business equipment. I am planning to sell a printer and some other items that I no longer use in my business. Do I do a misc. dummy invoice and record it that way? Or is there some JE I can manually make?
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To find out much more, remember to refer to our area on signs of hearing damage - or to obtain a much better comprehension of what hearing reduction sounds like, pay attention towards the illustrations from our hearing reduction simulator. Lack of hearing might be irritating, particularly because it gets much more difficult to contact other people…
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I am wondering how long do clients have access to their online invoices/receipts? Can they access their online invoices/receipts indefinitely or is there a time limit?
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I'm brand new to Wave. I love the UI, great job (I compared it to a few others like Xero and there's just no comparison). Per Wave's suggestion, I'd like to set up my bookkeeper/accountant as an Editor, but Editor doesn't have bank access, apparently not even VIEWING bank transactions. I don't get it. How is my accountant going to be an accountan…
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Need support to activate the account
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Hi all, The owners of the business recently had a family friend gift them $150, to put into the business account. What would be the best way to categorize this transaction in Wave? The person giving the gift is not a client.
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This question is for U.S. sole proprietorship Wave Accounting: Would someone please give me a step-by-step set of instructions for making the initial owner's contribution to Wave? I tried the chat bot Mavis. It leads me to bringing up the equity chart of accounts - Owner Investment / Drawings category page which is apparently only to edit the nam…
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Hi, when i have to reimburse an employee for an expense, I create the transaction into that employees reimbursement account and then I log in into my bank account and process the transfer for that expense. After that, I come back to Wave and process the payment to that account so that the respective account is balanced. My issue is that a few day…
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Not sure this is worded correctly. If i make a cash purchase at a store I can save the receipts and upload them to the program so there is a picture stored. If I pickup material from a store where I have an account and pay off at the end of the month I find no way to add the invoice from them. This software seems beta in so many ways. I prefe…
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Hi Folks, Firstly I'm based in the UK and use cash accounting for my business. Am trying to sort my year-end details and was of the opinion all was good with the data within Wave. My accountant decided to cross-check the vat workings by using the details in General Ledger, adjusting for Debtors and Creditors. Unfortunately, she found some discrepa…
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Can someone help me? and tell me. How can I amend the starting balance? * I moved from Quickbooks and there are serious mistakes in the starting balances. Can I amend - Thank you
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Sorry for the noob question here, but what is the best way to categorize the expense of filing a copyright registration, trademark application, etc.? I realize that IP is an asset, but the fees associated with them must be some sort of an expense. How would the accounting world categorize them? (Also, I tried to list a few "tags" for th…
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I need to void an item. I know that I did it once before but can't remember how I did that.
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Hey, I try to "approve" an invoice, but it says "Oops! There was an issue with approving your draft. Please try again." but it doesn't tell me what to fix and I've "tried again" a million times but it's not working. What should I do?
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Greetings, For starters, I found this post very helpful (click here). * I have a CC Account that has been synced with Wave since May 2020. * I have a Checking Account that has been synced with Wave since June 2021. * The Checking Account pays down the CC Account. This is how I've handled credit card payments so far... When Checking isn't there…
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Greetings, Is there a way to see a projection of what is likely to be in an account for the next 30/60/90 days based on what is currently entered in Wave (bills, invoices, transactions, etc.)? I'm picturing something like this which is how my personal financial software "Simplifi (by Quicken)" handles it. How am I supposed to know …
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I copied a transaction (and created one for scratch also just to be sure), and for some reason that line item/transaction is shown as Grey in my list of Transactions. It also doesn't have bolded text in the Date or Description columns like all my other transactions. The original transaction I copied from is not grey. And all the fields are fil…
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If i only use invoicing, receipts, estimates, expenses & some reports. NO linkage to banks, NO online payments. Would my ability to continue Wave platform as i currently do, from 2021 and beyond change?
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Greetings, We have a small Boutique and use Square POS. Sales from the boutique are automatically deposited twice a week (Friday's Sales, Saturday's Sales) and whenever I get around to it, I do a third deposit of any random sales that involved cash & checks. I'm brand new to Wave Accounting and the idea of business accounting as a whole. I…
