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Setting up Credit Card for Business

jgcjgc Member Posts: 3

Hi, sorry ive looked online but can't find a simple answer.
Im setting up my Amex Card in Bank Connections.
When selecting the Payment Account it draws from do I choose Chase Checking or the newly created Amex?
Seems the simplest of questions but its just not addressed anywhere.
Thanks for your help and any other advice you might have
Thx!

in Bank Connections

Comments

  • KelseyRodricksKelseyRodricks Member Posts: 18 admin

    Hi @jgc! Thanks for your question.

    Connecting your bank accounts/credit cards (in Bank Connections) allows Wave to automatically import transactions from these accounts do you don't have to manually type them.

    After you connect your bank, you’ll be presented with a list of accounts attached to the bank or credit card number you connected to Wave. Use the ON/OFF switch to select which accounts you want to import, and for each please select:

    • Which business profile you want to import these transactions into (note that only one profile can be selected)
    • Which existing account you want your transactions to import into (for example, if you've already added a 'Checking account' to your 'Accounting' page, you can select this to have your transactions import there)
    • How far back you want to import your historical transactions from (note that most banks only allow us to access the most recent 30-90 days of your transactions)

    This Help Centre article provides more detailed information: https://support.waveapps.com/hc/en-us/articles/208624076-Connect-your-bank-account-to-Wave

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