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I found an instance where the sales tax report is giving false information. In July, 2021, I had four different invoices where I received partial payments that were each the final payment for those invoices. Since I use cash accounting methods, and my state requires me to submit any sales tax I have collected on a monthly basis, I paid the sales t…DoeValley 41 views 0 comments 0 points Started by DoeValley August 29, 2021 11:03PM Accounting Technical Support
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Accrual vs. Cash-Basis ReportingWave offers both Accrual- and Cash-Basis reporting. All reporting in Wave defaults to Accrual-basis accounting but you can toggle to Cash-basis anytime you need from within your reports! What are a... Read the full story hereSystem 2.7K views 17 comments 0 points Most recent by KAB August 29, 2021 6:46PMHelp Center Discussion
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As it is, the invoices are listed by these fixed fields: "Status, Due, Date, Number Customer, Unpaid by customer, Amount due, Actions" and there is no convenient way of choosing the correct invoice or getting a good birds-eye picture if you have a customer with multiple invoices. My Invoices page looks like this: .. I would…AffordableFix 1 view 0 comments 0 points Started by AffordableFix August 29, 2021 12:09AM Sales & Invoicing Feature Ideas
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For the last few weeks my account has mysteriously unreconciled itself going all the way back to 2017. First I waited for what I thought was probably a bug to be fixed. Then I went in to see if I could fix the problem. I see multiple duplicate entries, and many entries classed as credits when they should be debits. I'm hopelessly confused. I don't…ArrowayRC 1 view 0 comments 0 points Started by ArrowayRC August 28, 2021 10:31PM Accounting Technical Support
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How to add a product or serviceA product in Wave is anything you sell that might bring you income, or anything you buy or pay for. It doesn't have to be something tangible. You can also add services you buy an sell are also to W... Read the full story hereSystem 5.7K views 58 comments 0 points Most recent by skiplightphil August 28, 2021 7:06AMHelp Center Discussion
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Depreciation in WaveWhen you purchase a capital asset (learn more about capital assets here), instead of recording all of the cost as an expense when you buy it, the expense of owning it is spread out over... Read the full story hereSystem 17.7K views 65 comments 0 points Most recent by Flopbot August 28, 2021 2:49AMHelp Center Discussion
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[Video] Wave Money Check DepositCheck out how easy it is to use Wave Money's latest feature, Check Deposit! You can now deposit checks using your Wave Money app using the Deposit button! Questions? Hit the ? button in your Wave ... Read the full story hereSystem 102 views 2 comments 0 points Most recent by nchandler3 August 27, 2021 8:38PMHelp Center Discussion
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I am sure this discussion has been brought up many times but there still seems to be no solutions made by Wave. Having a business pay you an initial payment to get your services is the normal. There needs to be an option when invoicing to have a format setup to send the client the initial startup costs for your services. I feel like this is somewh…DannyBoy 13 views 0 comments 0 points Started by DannyBoy August 27, 2021 8:26PM Sales & Invoicing Feature Ideas
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I would like the ability to somehow "relate" or "link" Expense Transactions to a specific Invoice, so that we could see our profit on that specific service rendered. For example, as a Contractor, if I purchase materials for a Job, and also hire a sub-contractor to perform the labor, then I should be able to "relate" t…Hanz 3 views 0 comments 0 points Started by Hanz August 27, 2021 3:27PM Sales & Invoicing Feature Ideas
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That is sent through the message center here by another user? I come to discuss Wave, not be solicited for apps and stuff. It would be one thing if the solicitation is related to a post that I made, but it is not and needs to be dealt with.
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Is it possible to allow bank transfer on a checkout? Or better yet, disable credit card and only allow bank transfer?ARCEJon 1 view 1 comment 0 points Most recent by ARCEJon August 26, 2021 9:18PMSales & Invoicing Technical Support
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I'm new to Wave this year, moving over from Quickbooks. Love it so far! In QB, I had a Credit Card ledger where I could allocate my credit card expenses to each expense account and it would show up in my P/L statements. How do I do this in Wave? Currently it just shows the bank withdrawal for the full amount. I do understand that I can probably …drn24 1 view 0 comments 0 points Started by drn24 August 26, 2021 4:14PM Accounting Technical Support
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How to view, edit, or delete an invoiceIt's easy to view, edit or delete an Invoice. Whichever you need to do, it starts with clicking on Invoices in the menu at the left side of your screen... To view an invoice: Find the invoice you ... Read the full story hereSystem 13.1K views 46 comments 0 points Most recent by DEMETRIOU_1 August 26, 2021 9:42AMHelp Center Discussion
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What to do if Wave can't read your statement in CSV formatIf your CSV file doesn't upload properly, you might see one of the error messages below. Read on for troubleshooting tips, or try using our CSV template, which you can download here. Error: "T... Read the full story hereSystem 23.3K views 140 comments 0 points Most recent by Liane August 26, 2021 2:40AMHelp Center Discussion
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I started to deposit a check in wave money and it asked me if I use a DBA name. I do, but I also need to be able to deposit checks with my actual name, so I was unsure how to proceed at that point. How can I make sure I can use both my actual name and DBA nametbritton 1 view 0 comments 0 points Started by tbritton August 25, 2021 10:08PM Help Center Discussion
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My client paid the invoice on 8/17. He received a receipt that day. THE NEXT day the Risk Team sends me a letter saying they are discontinuing providing payment services for my business & a credit card payment not made to my bank, would be canceled. So, my question is if he was able to receive a receipt out of this, why did this not show up on…
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What to do if you can't find your Wave accountThere are two ways to create a Wave account: by creating an account directly with us OR by logging in using your existing Google credentials. If you're not able to login or find your account, use t... Read the full story hereSystem 2.1K views 8 comments 0 points Most recent by JustinP August 24, 2021 8:18PMHelp Center Discussion
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Accounting for overpaymentsHave you ever had a client overpay an invoice? In this situation, you have two options: you can refund them the difference, or you can apply that overpayment towards future services. If you want to... Read the full story hereSystem 24.9K views 70 comments 0 points Most recent by Stephami August 24, 2021 6:36PMHelp Center Discussion
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Is this a new intentional change or a bug? I hope its a bug. I highly rely on this info to be front and center multiple times a day and having to dig for this and instead having "things you can do" front and center which I will probably never use, is just a huge step backwards for this application.Ayoung72 421 views 32 comments 4 points Most recent by GCMachinery1 August 24, 2021 5:37PMWave Discussion
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Before I added my bank account information, I created an invoice and sent it out to the customer. I later finished the job and created a new invoice but the customer paid me through the old invoice. I can’t find the old invoice on my file even tho the customer said he already paid. Can someone help me track this ? I have the dates and receipts say…Beltran 1 view 0 comments 0 points Started by Beltran August 24, 2021 11:47AM Sales & Invoicing Technical Support
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Hi, my name is daniel CEO @maxit_taxes I have 15+ years experience in taxes and accounting. Apoyamos a la comunidad latina en USA en españolMaxitaxes18 92 views 0 comments 0 points Started by Maxitaxes18 August 24, 2021 12:22AM Pro Network Listings
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How to add your company logo to your invoiceTo learn how to add your company's logo to your invoices, follow the step-by-step instructions: From any page, click on Settings in the bottom left. Select Invoice/Estimate customization under the... Read the full story hereSystem 7.9K views 20 comments 0 points Most recent by SarahZ August 23, 2021 1:45PMHelp Center Discussion
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I moved a receipt to personal. I am unable to locate it . Can you tell me where should look for the receipts moved to personal?att_admin 91 views 3 comments 0 points Most recent by Kat_g August 23, 2021 3:52AMUpgraded Accounting Experience
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How much does Payroll by Wave cost?With no setup fees or hidden charges, Payroll by Wave is as affordable as it is accurate! If you're ready to make the switch to Wave, select your country below to see how Payroll by Wave's pricing ... Read the full story hereSystem 58.8K views 93 comments 0 points Most recent by infinitegenesis August 23, 2021 3:10AMHelp Center Discussion
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We need to create a balance sheet for our annual return, but are not sure if we have accounted for money we have paid into the business correctly. Example. We paid for web development out of our own account and want to include this as a business expense. Should we: Show the expense only.... Add Record - Expense - Web Development - Owner inves…MarkH1977 1.6K views 10 comments 0 points Most recent by mayank646 August 23, 2021 12:50AMAccounting Technical Support
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I have a client who had 3 open invoices totaling $169.85 who paid, using Wave Payments, but paid $170.00 using a link from one of the invoices. I can't figure out how to let Wave know that the 2nd and 3rd invoices are also paid. I tried going to the transactions for both the deposit into my bank account and the ACH and splitting it as "Paym…Fotan 11 views 0 comments 0 points Started by Fotan August 22, 2021 1:31PM Accounting Technical Support
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Hello Everyone! How can I calculate a total expense by business percentage use? Thanks, ThucThuc 71 views 4 comments 1 point Most recent by jessicacsr August 22, 2021 2:15AMAccounting Technical Support
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Starting balances: What they are, and how to enter them in WaveA starting balance is the amount of funds in an account at the beginning of a new fiscal period. When you're entering a bank or credit card account in Wave, you probably don't want to enter or impo... Read the full story hereSystem 26.4K views 60 comments 0 points Most recent by KAB August 21, 2021 8:51PMHelp Center Discussion
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What to do if you can't see your Wave dataThe security of your Wave account and the integrity of your data is incredibly important to us. Wave's system cannot delete or remove data without your consent. If you've logged in to Wave and it l... Read the full story hereSystem 2.9K views 41 comments 0 points Most recent by Martin1776 August 20, 2021 8:01PMHelp Center Discussion
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Hello, When I click on the Employee button under Payroll in the left panel, it opens Benefits & Deductions Report. I am unable to see the employee tab Any ideas? Thank you Edaeda 1 view 0 comments 0 points Started by eda August 20, 2021 7:21PM Payroll & Employees Technical Support