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Discussion List
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How do I print a customized envelope for an invoice?Dqualiano 1 view 1 comment 0 points Most recent by JulianP March 18, 2021 8:00PMSales & Invoicing Technical Support
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This has been resolved.BVT2017 21 views 0 comments 1 point Started by BVT2017 March 18, 2021 7:59PM Accounting Technical Support
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could this be a Mac issue?SusanL 11 views 2 comments 0 points Most recent by JulianP March 18, 2021 7:15PMSales & Invoicing Technical Support
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Hello ! I had to change an income account for a service on my invoices retroactively. I did the following to change the income account: I went into the old invoices>>edit>>deleted the product>>added product with correct income account>>saved. Invoice looks good, when I go to transactions and filter all of those invoices t…loneill_adm1n 11 views 1 comment 0 points Most recent by JulianP March 18, 2021 6:42PMSales & Invoicing Technical Support
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Frequently asked questions about Form 1099-KA 1099-K is an informational form that summarizes the online payment activity on your Payments by Wave account, to be used in filing your taxes. Read on for more details! What information is includ... Read the full story hereSystem 4.3K views 11 comments 0 points Most recent by LaurenM March 18, 2021 6:22PMHelp Center Discussion
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Tax services with WavePayroll by Wave offers an additional Tax Service for several states within the US. With this service, Wave can pay and file your state and federal taxes when you activate your Payroll account. All ... Read the full story hereSystem 18.2K views 56 comments 0 points Most recent by JulianP March 18, 2021 6:16PMHelp Center Discussion
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I've seen several threads where this topic was brought up in 2018 / 2019. There were comments that this feature should be available "very soon". Is it available NOW? This should be standard security, given the sensitive banking / business information.CompassMann 97 views 1 comment 1 point Most recent by AlexL March 18, 2021 5:35PMAccount Settings Feature Ideas
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My purchases entered in to Accounts Transactions with GST/Sales Tax that is sales tax on purchases are not showing in Sales Tax Report. Please advise any way to rectify. Refer to screenshot below. .emeraldtrans 291 views 10 comments 0 points Most recent by AlexL March 18, 2021 2:14PMAccounting Technical Support
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Hello, I have multiple banks with multiple sub-accounts. I'm wondering if there's a way (or would like to request a way) to sort accounts for the purposes of the transactions filter dropdown?? Short list: * savings * secondary savings * checking * 12x savings accounts (one for each month Right now the list is kinda all over the place. Like Ap…joshbruce 31 views 2 comments 0 points Most recent by joshbruce March 18, 2021 9:41AMAccounting Technical Support
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Good afternoon After having used QuickBooks for many, many years, I moved over last year and I love wave - it is working so well for me and my company's needs and really enjoyable to use overall! :) One small question - and I am not sure if this is the correct place to ask so please let me know which would be the correct place if not here - tha…StephKay 1 view 2 comments 0 points Most recent by StephKay March 18, 2021 5:45AMSales & Invoicing Technical Support
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Just getting started, and already bogged down by trying to manage sales tax! Which locations have local ones and which don't? It's maddening. It occurred to me that, as we define a new sales tax in Wave, if we could also specify one or more zip codes to which that tax applies (or state for state-wide taxes), it could perhaps automagically add the …Shanearoonie 1 view 0 comments 1 point Started by Shanearoonie March 17, 2021 7:43PM Sales & Invoicing Feature Ideas
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I recently set up wave for our small business and have noticed that a payment our client made to us using wave's invoice bank transfer to our bank acct is taking a really long time. It originally said it would process on the 9th, but then each day it extends that date. It now says the 11th. The payment was entered on Mar 3rd. Is this normal? If so…
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I use Wave for my business and personal accounting. We tried to add my wife's business and personal accounting too. Unfortunately, the setup defaulted to making her personal account a business account, so the COA is completely wrong for tracking for EOY taxes. How do we fix or change this? The system only lets me create a new business, not a n…wdburt_97062 1 view 1 comment 0 points Most recent by KiahD March 17, 2021 6:41PMAccounting Technical Support
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Hi, it's my first day with on Wave and I notice that I wasn't able to upload a receipt as I record by bill payment. I had to upload it on the receipt section but my total loss increased twice, once each for the bill payment and the receipt which I believe to have been recognized as a separate transaction. How can I avoid this from happening? I n…n0b5h00t3r 21 views 7 comments 1 point Most recent by KiahD March 17, 2021 6:33PMAccounting Technical Support
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Hi, I am very new to Wave, think it's great and even appears to improve daily, but by accident I was in the settings and managed to fill in my personal details only to find that this has now added "Personal" to the list of accounts I am managing. How can I undo this please (as I have no need to use Wave for my personal accounts)? Thanks …FixItDik 51 views 3 comments 0 points Most recent by Ryan1 March 17, 2021 6:23PMAccount Settings Technical Support
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I'm a Google Workspace reseller, so I live and breathe the Google tools.. I have seen some elementary integration using Zapier or similar to create triggers in Calendar that will create invoices in Wave, but they seem elementary at best, so I'm looking for advice from people who might have already created this workflow, or to give the Wave team s…TheAsset 72 views 0 comments 0 points Started by TheAsset March 16, 2021 8:26PM API & Integrations Feature Ideas
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I recently created a new bill in Wave, and when I attempted to register the payment, I got this error: "Error modifying €###.## payment". Although it eventually does record the payment to the bill upon refresh, it does not post the payment to Transactions. I have already deleted the payment/bill and recreated both, but I get the same err…Maasive 21 views 3 comments 0 points Most recent by NancyC March 16, 2021 8:15PMAccounting Technical Support
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How do you download old invoices paid data to CSV file? I am trying to move to Zoho books but can't find any of that data in the CSV files in Sheets or as bulk export under settings. The only data currently in my Zoho is my customer details and open invoices.SIMONE82 36 views 1 comment 0 points Most recent by NancyC March 16, 2021 7:01PMAccount Settings Technical Support
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Hi, I have recently changed my business name, and have since updated it as such on my account. Everything looks fine now, except for when I send an Invoice with Wave, it is still showing my old business name (both in the mailer@ and in the details) Sending a quote works fine.MrHunter 21 views 2 comments 1 point Most recent by NancyC March 16, 2021 6:35PMSales & Invoicing Technical Support
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I've set up my pay schedule for bi-weekly (pay periods are Monday to Sunday) with Friday (5 days after pay period ends) as pay day. However, in my set up before I was able to run my first payroll the pay period changed from March 1, 2021 - March 14, 2021 to March 8, 2021 - March 21, 2021 ... I have employee hours for March 1st that have not been p…LauraCCR 59 views 1 comment 0 points Most recent by LauraCCR March 16, 2021 4:11PMPayroll & Employees Technical Support
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It would be very helpful if estimates can be created within the app just like invoices, and also the ability to move and reorder line items to organize it per your needs. Thank you!Lazer 11 views 0 comments 0 points Started by Lazer March 16, 2021 12:35PM Sales & Invoicing Feature Ideas
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My 'Sales Tax Report' is reporting ZERO in "Purchases Subject to Tax" and i know i do have tax in my purchases in the time period selected. I have just gone VAT registered and need this information. I have never needed to run this report before now. Please can someone in support respond. i have tried to raise a support ticket but i hear…SecondLife_EVBattery 31 views 2 comments 0 points Most recent by Simo March 16, 2021 6:56AMSales & Invoicing Technical Support
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Can I enter the amount charged by the vendor for sales tax, rather than having to enter a tax rate? The problem is that I do not know the vendor's tax rate and I tried to figure out what it is but is seems that they charged different rates on different invoices. I don't really care how much sales tax was charged. I just want to enter the bills int…SuitedConnector 1 view 2 comments 0 points Most recent by paulpat March 16, 2021 12:57AMAccounting Technical Support
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I am new to Wave and being a small business owner. I run a Shopify site and last year used the Wave integration to Shopify. I now realize I do not understand exactly how that integration worked with the multiple accounts and that my sales from 2020 have been recorded twice. Is there a way for me to learn how the integration was set up so I may …JennyKay 11 views 3 comments 0 points Most recent by KristenV March 15, 2021 8:18PMAPI & Integrations Technical Support
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Hello, I recently created a sales tax, and I added it to my invoice. However, it is dramatically under calculating the amount of tax that I need to collect. I didn't notice it on the first 2 invoices, and it cost me several thousand dollars of uncollected sales tax that I had to pay out of my own pocket. I have 2 items: Item 1 - $4,300.00 Item…RW_DFA 11 views 1 comment 0 points Most recent by RW_DFA March 15, 2021 8:00PMAccounting Technical Support
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There is a feature that would be very useful: Purchase price for products! When a product or service is added, you can set the sale price, but not the purchase price. This feature can help when registering a bill using the supplier's price and can help later in a possible "net earnings" calculation report for each sale. What do you thi…incredihome 151 views 4 comments 3 points Most recent by PearlPoolsLLC March 14, 2021 2:50PMSales & Invoicing Feature Ideas
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Is there a way to include the transaction Notes field in reports? I have not found any report whose detail includes Notes. Further, the transaction search does not include Notes. Is there an option for this?sconz 61 views 3 comments 1 point Most recent by Christy_W March 13, 2021 5:39PMAccounting Technical Support
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Hi there, Quick question regarding expenses paid out of pocket. The only expenses incurred by our business in 2020 were paid out of pocket. I listed all of these expenses in the owner investment/drawing account type. When I run our balance sheet to prepare our taxes I noticed theses expenses show under equity. Is this correct? or should these exp…T_NewBusiness 21 views 0 comments 0 points Started by T_NewBusiness March 13, 2021 2:50PM Using Wave
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Recently purchased new printer for my business, which is under a 5 Year lease, how do we record with wave, payments , value etcMMaynard 711 views 12 comments 0 points Most recent by Shanearoonie March 12, 2021 11:25PMAccounting Technical Support
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I need to know how to create a service that is a monthly recurring revenue but it also includes a set up fee in the beginning when a client signs up. Can this be done in Wave?Nick_Fisher8778 11 views 4 comments 0 points Most recent by JulianP March 12, 2021 10:01PMSales & Invoicing Technical Support
