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My name is Matt and I am based in Southeast Wyoming but am able and willing to serve clients all across the USA. I provide bookkeeping services with a specialty with service based businesses such as landscapers, home cleaners, home day care providers, and many more. Know that I am here to serve you and want to see you and your business grow. You a…wyoming_bookkeeper_1 14 views 0 comments 0 points Started by wyoming_bookkeeper_1 September 6, 2021 4:00AM Pro Network Listings
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My accountant has editor collaboration permission on my Wave account. She is wanting to use Wave for her own business, but when she tries to create one, she gets the message she already has an account. She can't do any of her own business because her permissions with mine are at editor level. How can she open and use her own account, while keep…
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Your information goes over paying contractors and invoices but what about paying yourself?medicinewomanrd 911 views 2 comments 0 points Most recent by RafaelP September 5, 2021 12:43AMPayroll & Employees Feature Ideas
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I would like to have a coffee / breakfast with other Wave users in Miami. If you're interested just leave a comment below.
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I know this has been discussed previously and seems it is a highly requested and indeed necessary feature. I need to invoice for (or at least issue a receipt) and account for tenant security deposits at the start of their lease and currently it is only possible to add invoices to an income account, which it is not. It is a short term liability. I …Headroom 381 views 2 comments 2 points Most recent by ack1128 September 4, 2021 2:21PMSales & Invoicing Feature Ideas
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Hi, I'm exploring the possibility of having an app built to integrate Wave(Contacts, Invoices, Products, Services) with a CRM platform. I was looking through the Wave-API docs trying to find either an API-Call so that I can post a payment for a Wave-Invoice but from within the CRM platform Invoice(Sync'd to Wave) or a direct Wave Invoice payment…AllWeb1 61 views 0 comments 0 points Started by AllWeb1 September 3, 2021 11:26PM API & Integrations Feature Ideas
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Need help with accounting for 'drawings' or taking a draw by the owner. When I try to do this and try to take from my main checking account Wave says that all of this type of transaction must pass through a equity account. Say What?paul_logan66 2.3K views 11 comments 0 points Most recent by itspronouncedoshay September 3, 2021 9:54PMAccounting Technical Support
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I'm moving over from Quickbook and need to run reports based on an individual Customer. I used to be able to do this in Quickbook by running a P&L report and filtering by Customer Name., I can't seem to figure out how to show income and expenses for indivudual customers... Is there a way to do this??? Thanksbxeinc 993 views 16 comments 0 points Most recent by menjivarlopez September 3, 2021 8:11PMAccounting Technical Support
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Hello! I just have a few specific requirements for my invoices. It's mainly for vehicle sales that I need the invoices for and it needs certain extra fields but not as line items. I must be able to add certain fields on the invoice and want to find out whether it would be possible to do so? The fields are as follows: Vehicle Details Make Model …Jenix 611 views 2 comments 0 points Most recent by LovesWine September 3, 2021 5:23PMSales & Invoicing Feature Ideas
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How can we add customized fields like HSN Code, CIN Number and some extra custom fields in Invoice to make it GST compatible Invoice? Zoho seems to support it all but I really want if Wave has an option of custom fields and GST support for Indian users and customers with overseas clients too. Like we can replace P.O./S.O. number with GSTIN or GST …sagargulati 31 views 3 comments 1 point Most recent by LovesWine September 3, 2021 5:12PMSales & Invoicing Technical Support
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How do I setup a transaction in my ledger to show a refund for a purchase that has been placed onto a gift card. This is not something that would show on my bank statement since the refund went directly to a gift card. I created a journal entry (see journal entry). Would this be an accurate way to show the transaction?
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Is anyone else seeing this when trying to upload bank or credit card statements? It has been over an hour with no change, even after refreshHighline 11 views 0 comments 0 points Started by Highline September 2, 2021 4:05PM Help Center Discussion
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Hello, my name is Christopher Massey. I have 10+ years accounting, bookkeeping, and finance experience. I am available in Central New York (Syracuse Area) in person, but would be capable of providing remote bookkeeping services as well. I'll help you set up your Wave Business Portfolio and provide ongoing support in the form of bookkeeping service…cdmassey987 12 views 0 comments 0 points Started by cdmassey987 September 2, 2021 2:42PM Pro Network Listings
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As of today, I am operating as a single member LLC and no longer as a sole proprietor. I wanted to add my pre-existing inventory (I do cell phone screen repairs) of various cell phone version screens and what was paid for them to the system. I seem to have to choose from Withdrawal or Deposit from the Asset drop down. These screens will later be s…jbarker36 11 views 0 comments 0 points Started by jbarker36 September 2, 2021 12:13AM Account Settings Technical Support
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I have a Synchrony company credit card. I was trying to add it to my connected Bank and Credit Cards and the login keeps failing. I am wondering if the Synchrony account has to be a Bank Account (like checking savings) or is the Credit Card logins supposed to work too? I tried different browsers as well. Maybe this is not the spot it is supposed t…jbarker36 21 views 0 comments 0 points Started by jbarker36 September 2, 2021 12:04AM API & Integrations Technical Support
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Up until a few months ago, whenever I manually completed a transaction and clicked "include Sales Tax" (which is HST in Ontario), it would then show a little icon named "HST" on the main Transactions page. This allowed me to quickly check that I remembered to include HST on all the transactions that require HST to be added. Now…
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I messed up putting in the tax % and I cannot put a new one in with the same name or figure out how to edit the one I messed up. Also how do I change the invoice number so I won’t be starting at invoice#1Elisabeth 152 views 2 comments 0 points Most recent by TomWilczynski September 1, 2021 5:27PMSales & Invoicing Technical Support
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Hello, I'm looking to use Wave for tracking my local Boy Scout troop finances. Does anyone have a guide for this type of tracking? Below is one of the main use-cases I need to be able to support. In general I need to support this type of functionality 1) Track Income and Expenses for Trips 1.1 Track payments (income) from Members for the Trip…
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As the title asks.
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When purchasing from out of state vendors that do not charge you sales tax, states generally require you to pay "consumers use tax", which is basically a sales tax that you accrue and pay to the state government, in my case quarterly, at a rate of 6.225% for my locality, however I cannot see in Wave how to add this as an automatic tax li…slik056 2 views 0 comments 0 points Started by slik056 September 1, 2021 2:52AM Accounting Feature Ideas
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I needed to process our first refund of a credit card payment made in wave payments in all our time using the service (since 2019). To my surprise when I go to click the button I'm given a message that I cannot process it. Off to chat bot and support I go. I find out it must be done manually, and a support ticket is created with assurances it woul…TimACA 1 view 0 comments 0 points Started by TimACA August 31, 2021 11:03PM Sales & Invoicing Technical Support
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My Business account had surplus funds I did not need to use, so I opened an investment account under it and invested some of the surplus in a balanced mutual fund. I know the tax implications but any post-tax return is better than the money sitting idle. 1) In wave app, where should I create this new investment account? I will have to move money …sanjeevj 11 views 1 comment 0 points Most recent by sanjeevj August 31, 2021 2:50PMAccounting Technical Support
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If I have made a transaction for credit card for fuel purchase. Then I made a payment using by checking account for that specific fuel purchase. Should I create just a transfer for that then delete the transaction. Or should I keep that fuel transaction and create a transfer for credit card payment.jc_123 1 view 0 comments 0 points Started by jc_123 August 31, 2021 1:36PM Accounting Technical Support
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Hello, I am ready to set up payroll for a small business. If I collect a W-4 from an employee, is there a way to upload that to Wave so the information is entered automatically for the employee ? Also, Does Wave help file the W-4, if needed, with the new hire reporting agency of the state where the business is located, or will I need to report the…
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I can't turn on the payment in my account. When I click the button it loads for ever. I tried different browsers but it didn't work. Can anyone give me a solution?tariqbiz 181 views 4 comments 0 points Most recent by gwoods August 30, 2021 6:54PMSales & Invoicing Technical Support
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Hi there, I'm a freelance writer testing out wave for its invoicing options. Love it so far, but today a client paid $120 via the system and I can't find a way to retrieve the money. I live in France and don't have a US bank account. I thought I was going to be able to use Paypal so I wasn't worried about how to retrieve it... What can I do? I'm…ameliepollak 1 view 0 comments 0 points Started by ameliepollak August 30, 2021 4:17PM Help Center Discussion
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This probably a basic accounting principle and is probably explained everywhere on the internet but because of what I assume is a lack of proper vocabulary to describe the question, I couldn't find the answer... We are nonprofit and we use Eventbrite to sell tickets. Do I have record every ticket sale individually in our books or I can simply rec…Willi 1 view 0 comments 0 points Started by Willi August 30, 2021 4:19AM Accounting Technical Support
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Hi, We have recently incorporated and have invested some money in the company on various things. I have added two shareholder loan accounts for each of the partners and put the expenses in their names respectively. Now how can I pay back the shareholders and record the transactions ? I have put the partner's initial spend as expenses ? Is that i…mayank646 31 views 0 comments 0 points Started by mayank646 August 30, 2021 3:49AM Accounting Technical Support
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I get paid once a month for multiple transactions by cheque , is there a way to select multiple invoices to record payments instead of doing it one by one ?Accelectroh 85 views 0 comments 0 points Started by Accelectroh August 30, 2021 2:22AM Accounting Feature Ideas
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Upload bank and credit card statementsIf you don't want to connect your bank or credit card to Wave, or if your bank isn't among the 10,000 financial institutions that Wave supports, uploading your statements is a great way to avoid th... Read the full story hereSystem 22.9K views 142 comments 0 points Most recent by Franny_MB August 30, 2021 1:26AMHelp Center Discussion
