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I don't see any transactions. What is the point of connecting my account if I can't reconciliate... ? I have been using Plaid for other means and it works great with Desjardins.ytousignant 274 views 8 comments 0 points Most recent by jeromeO April 24, 2022 10:50PMAccounting Technical Support
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Has anyone seen/implemented synchronization with a receipt tracking tool? Wave's removal of their app 2 years ago and the so-called "new" replacement method was (and still is) one of the biggest jokes out there. (They took away the very simple "snapshot and throw" process and replace their AI with a complex 13-step method tha…_Derek_ 22 views 0 comments 0 points Started by _Derek_ April 24, 2022 5:33PM API & Integrations Technical Support
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I've been trying to find a way when an invoice is paid using Make.com and Zapier.com. Anyone have any ideas? The use-case behind this we want to automatically log all paid transactions (invoice #1, date, amount, products) into our CRM when a customer pays. Might be nice to track sent invoices and quotes as well. Thoughts?_Derek_ 3 views 0 comments 0 points Started by _Derek_ April 24, 2022 5:25PM API & Integrations Technical Support
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Good day, There are times when I would make a payment for my business, with my personal cash, which I intend to be reimbursed. When I do that, I input a transaction for that expense and mark the payment to owner's invest/ drawings. I do this to show the a transaction was made and paid for by the owner. I then create a second transaction to reimbur…full_frame 23 views 0 comments 0 points Started by full_frame April 24, 2022 4:40PM Accounting Technical Support
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Hi, I would like to be able to adjust "Profit for all prior years" account. I can't find this when doing a Journal transaction. Please advise. Ex this is a removal of partnership profits transaction.BC1 362 views 16 comments 1 point Most recent by Morista April 24, 2022 4:13PMAccounting Technical Support
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Is there any way for a private contractor to enter their own SSN and banking info? As a security measure, I think many would prefer this.bballboy8 15 views 0 comments 0 points Started by bballboy8 April 24, 2022 12:17AM Payroll & Employees Technical Support
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Hello First of all thanks everyone for stopping by and pitching in to help :) I have multiple invoices for the same customer and now customer sent us the cheque to pay all 4 invoices at once.Now i m looking a way to apply that payment (chque) towards those invoices for the customers ,i can't seem to find it.it is not a big deal if i have to do t…babalucha 95 views 2 comments 0 points Most recent by babalucha April 23, 2022 4:07AMSales & Invoicing Feature Ideas
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The inline CSS for receipt sent out by email forces the logo to have a width of 180px. This is causing the logo to look humongous, low res and just ugly in those emails. style="margin:0 0 20px 0;width:180px" width="180" Can the dev remove this force width for logo appearing on receipt? Somehow, this issue does not affect all …r3homestaging 147 views 1 comment 0 points Most recent by r3homestaging April 22, 2022 11:37PMSales & Invoicing Technical Support
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Hi, just wanted to know if I can upload multiple receipts (via the app, email or scanning) to a single payment transaction.LamiGujarati 346 views 4 comments 0 points Most recent by r3homestaging April 22, 2022 11:33PMSales & Invoicing Feature Ideas
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Hello Wave Team, I'm using your great system since 2013 I would like to discuss a small feature that helps a lot to be implemented in Wave It is the Simple Project Management, Let me first explain my idea of it ( as it is not the normal project management way that all software are doing out there) if We have a tap Called Projects, I would link …Wanas 912 views 15 comments 4 points Most recent by HereForQuestions April 22, 2022 8:11PMAccount Settings Feature Ideas
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We use the INVOICES and BILLS features of Wave. Many of the payments for our INVOICES come in around the same time and therefore are deposited at the same time into our bank account. If we Record a payment for the INVOICES from the Invoices page it will create a record on the transactions - but so will the automatically pulled transaction from t…GrantWHall 183 views 8 comments 0 points Most recent by GenelleM180 April 22, 2022 7:06PMAccounting Feature Ideas
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I can open and use any page of wave - Invoices, Payroll, etc... and use all their features. But when I open the "Reports" section, the links are all not working? I hover the mouse over the reports (Profit and Loss, Balance Sheet, Cash Flow), but the links are not working. Its plain text. I tried different browsers - both Chrome and Edge.…Alberto 3 views 3 comments 1 point Most recent by Alberto April 22, 2022 5:11PMAccounting Technical Support
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When I try and create an invoice it gets stuck and wont let me see it or approve it please help any ideas? I'm not sure how to post a screenshotTasha 21 views 3 comments 1 point Most recent by janonuya April 22, 2022 5:00PMHelp Center Discussion
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Hopefully, this is a simple answer but I would like to create an invoice with multiple items using the WaveAPI. So far, I have figured out how to create a blank invoice, with one item and for a particular customer. But I am unable to figure out how to change the quality/price of the item and create multiple items for the invoice. Surely this is an…AcolyteJonathan 132 views 3 comments 0 points Most recent by Azad_Mohamed April 22, 2022 4:01PMAPI & Integrations Technical Support
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Fairly new to Wave. As a DJ I can send either an estimate invoice for a quote or an invoice for a client I have under contract. My question is can I send an invoice for a security deposit and when the client pays it, add it as a payment made to the main invoice amount and subtract that from the total on the main invoice with the full amount? Basi…MarcusA 155 views 2 comments 0 points Most recent by AGK April 21, 2022 7:29PMSales & Invoicing Technical Support
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Is there a way to 1. accept a customer deposit before creating an invoice? 2. then issue a receipt for the deposit received? I accept a retainer prior to starting work. I want to be able to track the money in Wave, and issue a receipt for the deposit received. At a later date when I eventually create an invoice, I can then pay the invoice using t…
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It would be very helpful to be able to configure a calculated late fee for invoices past our defined terms. i.e. a customer has 30 day net terms, a late fee would be added at the pre-determined percentage when an invoice has aged past the due date. I have seen some requests for this already that date back several years. This is a common account…ITSERVICSINC 12 views 0 comments 1 point Started by ITSERVICSINC April 21, 2022 4:52PM Accounting Feature Ideas
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Is there any way to get payment record details within the invoices?Azad_Mohamed 22 views 2 comments 0 points Most recent by Azad_Mohamed April 21, 2022 3:20PMAPI & Integrations Technical Support
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I am so glad I found you guys. I can't believe this is free. Two things: 1. You need rules like QBO does. I do see that the system tries to group and pick the category using AI, but I need to be able to save a rule that says when a transaction comes through it will auto categorize it and check it off the list. It's still awesome. 2. I'm a boo…highlevelbookkeeping 1 view 0 comments 0 points Started by highlevelbookkeeping April 21, 2022 12:50PM Wave Features
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I’m located in Alabama & looking for work. Recently started my own Bookkeeping Services. I’m open for opportunities. Please contact me to discuss. 205.207.3729 and/or email kwilson@kmw-bookkeeping.com. Thanks in advance :)KMW_Bookkeeping 12 views 0 comments 0 points Started by KMW_Bookkeeping April 21, 2022 1:51AM Find a Wave Pro
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What’s the process to get a Wave Pro badge ? I am a bookkeeper and I’ll like to expand my services in Wave for my clients. ThanksKMW_Bookkeeping 48 views 2 comments 0 points Most recent by KMW_Bookkeeping April 21, 2022 1:38AMPro Network Listings
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Brand new here ... just now made an account and forums login. Searched the forums and didn't spot an answer so .... question) Can or does Wave support export to a file format that Turbo Tax can then import? Just curious ... I don't mind entering annual summaries by hand, but thought I'd ask?GlacierBoatsOfAlaska 2.8K views 8 comments 3 points Most recent by Mikeg April 21, 2022 1:31AMAccounting Feature Ideas
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My bank account was unable to connect for quite some time. Finally it connected today! When importing my transactions I accidentally imported my personal checking account with my business.. since January of 2021 LOL Is there a way to mass delete these new imports? Or do you have to do it one by one?
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Each time I try to connect to Penfed Credit Union (www.Penfed.org) I get a message that says, "Couldn't connect to your institution. Try again later. What can I do? Why is this bank listed if you can't connect to it?Lorawawa 17 views 0 comments 0 points Started by Lorawawa April 20, 2022 5:41PM Help Center Discussion
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Why is Credit One Bank listed as a institution you can connect to but when I try I get an error message that says can't connect to this institution. I tried twice. On the third attempt I got a message saying too many attempts, your account is now locked, reset your username and password with the institution. I reset my password but I can't change …Lorawawa 1 view 0 comments 0 points Started by Lorawawa April 20, 2022 5:39PM Help Center Discussion
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Hi All, Seeking for urgent help, my account balance as in account transactions is not match with the balance in the balance in the balance sheet.Dennislk 12 views 0 comments 0 points Started by Dennislk April 20, 2022 7:38AM Accounting Technical Support
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If I owe $10,000 in federal/provincial tax (in Canada this is a non-operating expense) how do I record the payment? There doesn't seem to be a way to set up an non-operations expense category.SandyL 4.2K views 51 comments 4 points Most recent by SandyL April 19, 2022 11:12PMAccounting Technical Support
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Hi. How can I sort transactions by vendor? I used to be able to do this. I use this feature a lot! * SR
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Hi there, I am in the process of moving my business from Google G-Suite to Microsoft Small Business and would like to remove the sign in with Google and replace my login with a username and password.. Can you please let me know how to do this. Regards DaveDemado 22 views 3 comments 0 points Most recent by Demado April 19, 2022 9:01AMAccount Settings Technical Support
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I have several Recurring Invoices setup and it seems that you have no control over the invoice titles that Wave creates for this type of invoice. Wave is actually taking the name of some of my other invoices and using that as my recurring invoice names. For instance, if one of my non-recurring customers is named MCDONALDS, then Wave is (for some …resorte 18 views 0 comments 0 points Started by resorte April 19, 2022 3:47AM Sales & Invoicing Technical Support
