How to resume transaction imports on our new bank connection update
System
Posts: 412 admin
How to resume transaction imports on our new bank connection update
Wave has partnered with a new bank data provider to update and improve your transaction import experience. This update increases connection stability and transaction update frequency and improves o...
0
This discussion has been closed.
Comments
This is horribly broken for me now. I received the email requesting permissions and when I followed the link, it presented me with the name of a bank I have never heard of (Hantz Bank). Also, my bank has multiple logins (personal, business, etc). When searching for my bank, I can only find a single login which seems to be for personal accounts only. So, I'm completely "down" at this point.
As per email notification that transaction imports had been paused, I've reconnected my bank (TD Canada Trust) and followed instructions to resume transactions be imported into Wave but now not all my accounts are appearing as being available. As there appears to be broad issues with the new service provider, can an update on status be provided?
Can some of Developers team explain the logic. Why Banking accounts Balance status disappear from Dashboard? what the point? Where is the "improvement"?
Why I have to go to Banking/Connected Accounts to see ACCOUNTS status Balance?
Also I am lost how often WAVE will REFRESH?
Banking balance is now missing for me from the dashboard after I executed the instructions for the connection enhancement (email) Please resolve this quickly
VENMO no longer an option?
thanks~
When trying to resume connection, I was presented with the option to be texted a verification code to enter... Hours later, I have not yet received any verification code. I tried again with the option to call me, I never received a call. How will this be resolved? Who can I speak with?
Trying to resume connection but its saying the connection is paused to a bank I've never heard of. So I can't resume transactions to my own bank.
How can you roll out a functionality that will leave many users without a systematic solution due to lack of many banks support? Mind blowing.
Hello,
I wish to check if my financial institution is supported before the change. Is there a place I can look up my Financial Institution and see if they are compatible?
Hi @vronp . There are definitely some banks which are not completely supported by our new data aggregator. They're always working on adding new ones, so check back to see if yours has been added.
Hi @KevinS . Which accounts are you missing? Have you checked to see if there's another connections specific to accounts that you're missing?
@VikTH0R @Impirani The balance has disappeared as the connection to the dashboard hasn't yet been made. We'll be working on it in the future, but at the moment you can click on Banking > Connected Accounts to see it.
Hi @MEFinamore . No more Venmo connection I'm afraid. You can upload these statements into Wave using Wave Connect moving forward.
Hey @TVNBookkeeper . Which browser are you using and who do you bank with? If you're not already, can you try connecting through Chrome, and then Incognito Mode if Chrome doesn't work?
@uridonn . Can you try searching for the bank that you use and connecting to them?
@tekfranz I'm afraid there's no way to check if your financial institution connected before the move as you don't have access to that aggregator anymore.
With all my respect to WAVE it look like never will fixed. I saw the topic about this issue from beginning of 2019, WAVE didn't fix yet and make upgrade to customers (in December my account ) and I am not understand why. We are almost in 2020. Is any ETR?
Same situation with Show Audit Seles Tax Report. No ETR.
0 respect to customers.
thanks, Alex~ Wave connect isn't looking like a great option right now, but i'll research it further. it's pretty popular in my area.. i just finally had to start taking it for the convenience of my customers.
Hello Wave Team. Based on the significant delay in refreshing accounts data (I have RBC and AMEX), I would please request that you include the manual refresh button that was available in the previous banking connection feature in your backlog ASAP. I have tried toggling the ON/OFF button (Automatically import transactions into Accounting) to see if that would restart the import process, however, it is still showing over 2 days since update, even though there are half a dozen new transactions in RBC. The previous feature that allowed you to manually import transactions was awesome and frankly taking this feature away is a step backwards. Based on how entrepreneurs work, waiting 2-3 days to import transactions is not conducive to running a small business. Please bring this feature back ASAP. Thank you.
+1 to include the manual import transactions. I agree with @MartinK that this is a vital feature.
@KevinS , if you've looked for TD Savings and can't find it, it's definitely possible it's not supported. As we do use a third party data aggregator, I'm afraid we don't get to choose which banks they can or cannot support. They're always adding new banks and accounts as they expand, so if you don't have it available to you now, there's a good chance you will in the near future.
@VikTH0R we're slowly building out the features for this connection, although our priority here is moving our users over to it. Once this is done, it'll be a lot easier to apply the appropriate resources to building out the features for this connection.
@MEFinamore I appreciate your honesty here.
@MartinK A manual refresh button would definitely give users the ability they need to pull in transactions more often. I'll happily pass this along to the team, and as I said to @VikTH0R above, more features will be added when we've moved all of our users over to this connection.
Folks at Wave, the major issue with the new banking setup is the security questions. Bank locks up soon after initial setup. Somehow the service you are using to connect to banks is assuming there is only one security question on the connection. This is patently wrong. It leads to bank suspending the access to both Wave and customer on the very next run of the import. There is usually three or more security questions being required by banks. Other vendors let you specify all answers at once during the setup so your bank account won't lock up. I had to unlock my bank accounts multiple times until import service was finally set up with all proper answers. There is a very simple solution to this, and it was proposed here already - add back the manual import start (at least during setup phase), so that bank will ask the next question. Repeat till all questions are answered and remembered.
I have not received a migration email yet and everything is working except for a small blip with one bank. Is it possible I am already migrated to the new integrator or is it still being rolled out. If so when could I expect to be migrated?
My bank was originally supported and still is. The only issue is my bank has multiple log ins (personal and business). I can find my bank but it only allows me to use the personal one and not the business. Is this in error, am I doing something wrong, or are the business checking accounts no longer supported?
I have the exact same issue. For the bank Union Bank & Trust, the only option is to log in under personal, Not business. ... I hope a member of Wave can solve this ASAP, especially since I'm trying to prepare for taxes.
Just read through the comments and here is where I am at the moment.
you used to have a live chat that was one of the best customer service experiences on any website and now its gone? that is an unfortunate decision smh
1) haven't had an update since dec 5th this is not o.k. for my business that's a whole month.
2) no manual option to import new transactions? or is it hidden somewhere? from the comments above it sounds like it is another option that used to be and was taken away. again another unfortunate decision
3) I don't remember receiving an email about switching over or are we automatically being switched over?
@AlexL the new banking connection API is quite slow in updating balances from my financial institution. The transactions in my bank account from 36 hours ago are still not showing up in Wave and inability to manually refresh my connection leaves me with outdated information. Is this currently being investigated by the Wave team? Please help
@tekfranz . We still have a group of users to move over to our new data aggregator, although we do send you an email before moving you. After taking a deeper look into your account, it looks like you're not on our new aggregator.
@Cellc It's definitely possible that the new aggregator doesn't support all connections. Who are you banking with?
@meme Until our data aggregator adds the appropriate bank connection, please feel free to get your transactions into Wave by using our Google Sheets integration called Wave Connect .
@bootz42 Live chat is still available to the users of any of our paid products. You can always submit a ticket through our support centre as well if you're having a specific issue. If you haven't seen your transactions imported in that many days, I'd highly recommend that you reach out through a ticket so one of our agents can help troubleshoot the issue for you. Lastly, it looks like you've always been on our newer aggregator, so you wouldn't have received an email letting you know that we're moving you over.
@Impirani I'm afraid that each connection works differently based on the bank that it's connected to., and there's no way to standardize this across all bank connections.
My bank is u.w. credit union and I haven't checked today yet to see if it updated. Been in bed all day feeling shitty.
My bank did say I can get statement downloaded in CSV, Text, QIF, and OFX.
Maybe I should try that route if the auto upload doesn't work?
Yesterday my banking connection worked and now today it doesn't. I was not notified of any change and here it is tax time. When I try to add my bank, its not there and will need to upload a statement. If this isn't solved, I guess it's time for me to try a different carrier. I don't want a system where I need to upload my statements each month. I like to keep on top of things.
When setting up a new connection for my line of credit, it's not displaying my line of credit accounts, so I am unable to select the account that I want the transactions to import into - it will only allow me to create a new account. As I already have data in the account, I don't want to create a new one ... I want to import the transactions into the existing account! Frustrating!!!
I've now gone from having 5 bank connections (some with multiple accounts) successfully working to just one bank connection that works.
Breaking things that used to work and deploying half-baked features are pretty par for the course with Wave, I'm afraid.
I have an unmatched connection. I follow the instructions, it finds the bank, it connects the bank...but then cannot import (or connect, I suppose) into the proper account in Wave (the only choice it gives me is an unused PayPal account I never use).
When I first got Wave several years ago the bank connection worked great. Then it stopped working about 8 months ago. I kept having to re-enter the two factor authentication process every time I tried to update the transactions. The process always seemed to work, (no errors from wave and no nasty emails from the credit union) but no transactions would flow from the credit union to Wave. I spent weeks with customer support, and the issue was never resolved. No errors, no data. So I was hopeful when I saw there was a new player in the game. Well, nothing has changed. I went through the process of outlined above, entered the user ID and password, then entered the TFA code sent to me by the credit union. Wave says I'm all set, no transactions moved to Wave. It is sort of sad that it used to work, now it does not, and no one seems to be able to tell me why.
However, I can sympathize with Wave. They are providing a very useful service for free and trying to get data from organizations that are required to go out of their way to ensure that the data Wave wants is secure and protected. A classic example of conflicting goals. I'll just have to continue to upload bank statements, and hope that if the automated connection ever starts working that it does not create several thousand duplicate transactions. (yea, it did that once under the old provider and it took me a while to clean it all up)