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My items are a mess now! I have a certain order for my items/products and now, it's all randomized and it's messing with me. Is there an issue regarding this?![]MACGLASS 1 view 1 comment 0 points Most recent by AlexL March 9, 2021 4:38PMSales & Invoicing Technical Support
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Hi guys Just an idea for future developments - it would be great to have a text formatting facility for the Notes section in invoices and estimates. Some customers need things in bold and underlined! Cheers ChrisChris_SHCC1 91 views 3 comments 1 point Most recent by AlexL March 9, 2021 4:26PMSales & Invoicing Feature Ideas
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Dear Wave and Community, I've recently started using Wave and just realised that the PDFs of the invoices are being saved as the payment due date rather than the invoice issue date. The client may well want them to be dated this way (maybe??) but I would like them saved by the date I issued them. Is it possible to change this setting anywhere? Th…tarka33 71 views 7 comments 1 point Most recent by PaulDev March 9, 2021 4:24PMSales & Invoicing Technical Support
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I have 2 separate accounts within Wave. When I run year end P&L reports, some income items from Account 1 (Compass) are reflected in Account 2 (Mann). When I drill into the details, all transactions are correctly categorized and reflect the proper account. * I've reviewed all transactions * I've reconciled all accounts * I've confirmed that…CompassMann 21 views 1 comment 0 points Most recent by AlexL March 9, 2021 3:20PMAccounting Technical Support
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I have two journaled payroll entries on 12/15/2020 and 12/30/2020. I do not want to use "liability" to track the tax splits, but when I change it, I just get the "There was an error saving". I can change all other journaled payroll entries just fine. Any ideas of what is wrong?NoviceCorp 20 views 1 comment 0 points Most recent by AlexL March 9, 2021 3:10PMPayroll & Employees Technical Support
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Hello - New York based businesses here. I run tree business on Wave. * Architecture Firm * Retail Est. * Real estate (ownership and management) I'd like to get accounts cleaned up so that I can continue to do bookkeeping on Wave and be prepared for tax season(s) in the future.
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Could someone tell me when the offer of 1 year free with Zoho will end please. I don't want to switch until June, and start my new accounting year there, rather than transfer part way through.
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Has anyone connected HoneyBook to Wave via Zapier?
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wanting to find the fastest entry of past transactionsjillr 12 views 5 comments 0 points Most recent by Mikeg March 8, 2021 11:11PMAccounting Technical Support
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What browsers does Wave support?We want you to experience everything Wave has to offer, and to do so securely. To ensure that you’re having the best possible experience in Wave, we limit our support to modern web browsers. Wave s... Read the full story hereSystem 11.3K views 19 comments 0 points Most recent by KristenV March 8, 2021 9:27PMHelp Center Discussion
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Hi, I am trying and trying and trying to upload my bank statements in CSV format and they are simply not going through. Every time I try I get different errors, the whole bunch! I have seen the available advise on this from the error message link but I am following all the steps to the letter and still unable to upload. Can someone please help me…InMG 1 view 2 comments 0 points Most recent by KristenV March 8, 2021 8:38PMAccounting Technical Support
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Anyone Help ? I have changed email address and added it to my wave account but I don't receive the verification email to allow the change to occur.TheAntennaMan 11 views 1 comment 0 points Most recent by KristenV March 8, 2021 8:05PMAccount Settings Technical Support
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Hello, How can I add an additional field(s) to my customer list to include the County or State. Thanks LeeStormCreativeDesign 41 views 5 comments 0 points Most recent by KristenV March 8, 2021 7:30PMAccount Settings Technical Support
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[Wave Accounting Basics Video 1] How to Import your TransactionsWhether you have an established business or are just getting started, ensuring your bookkeeping is accurate can seem daunting. However, in Wave, there a three simple steps to getting your books in ... Read the full story hereSystem 3.3K views 11 comments 0 points Most recent by Silenus March 8, 2021 6:05PMHelp Center Discussion
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I live in Canada, and have an RBC Canadian account currently tied to my business. We are onboarding a US client and opened a US bank account (RBC-US) and am trying to connect my US bank account. Plaid is saying that my log-in is incorrect. I swear its not. How do I get this fixed?Heather_Nes 21 views 3 comments 0 points Most recent by AlexL March 8, 2021 4:12PMSales & Invoicing Technical Support
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How to generate a T4Wave offers the ability to generate T4 slips for all employees, as well as a formatted T4 file, so that you can e-file with the CRA. Note: you must currently be paying the payroll base fee in orde... Read the full story hereSystem 3.8K views 12 comments 0 points Most recent by AlexL March 8, 2021 4:04PMHelp Center Discussion
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Apologies if this has been requested before and I'm sure it's in the plan, but the ability to filter/search Products by Product.name string (with wildcards) implemented on the API backend would be useful to me. Many Thanksnigelwheeler 181 views 5 comments 0 points Most recent by CliveRoberts March 8, 2021 10:14AMAPI & Integrations Feature Ideas
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How to set a default businessWhen you create a Wave account with a business and a personal tab, or with multiple businesses, Wave will automatically choose which to show when you log in. If you would like to change where Wave ... Read the full story here
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How far back do my transactions import?When you establish a bank connection to import transactions into Wave, you can select the date from which you’d like transactions to import, but there are limits to how far back Wave can import you... Read the full story hereSystem 13.9K views 31 comments 0 points Most recent by AKT March 5, 2021 9:30PMHelp Center Discussion
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Downtime during account upgradesYour account will receive periodic upgrades to ensure that you are getting the best experience on Wave. Sometimes, these upgrades require you to be logged out while they are ongoing. Upgrades in Wa... Read the full story hereSystem 111 views 4 comments 0 points Most recent by KristenV March 5, 2021 9:23PMHelp Center Discussion
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Hi, some of our clients pays in euros and some of them in pounds. Is there any chance to add two currencies in Invoice? I just want to add one more line: "Amount due GBP" See photo attached what I mean. Thank you.AlphaCargo 641 views 1 comment 0 points Most recent by KristenV March 5, 2021 9:06PMSales & Invoicing Feature Ideas
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When I started using Wave I didn't connect my bank account to automatically download. My bank account had an ending balance for 2019. In 2020 I connected electronically to my bank account. Wave created a NEW wave account to hold those transactions. That account has a starting balance equal to the 2019 ending balance of the original wave account I …WJBlevins 11 views 2 comments 0 points Most recent by KristenV March 5, 2021 7:52PMAccounting Technical Support
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hi I'm trying to find out how to print invoices/ receipts from the app ? I want to use an iPad in my shop and put the app on it however I need an easy way to create and print invoices/receiptsrixster73 571 views 4 comments 0 points Most recent by KristenV March 5, 2021 7:41PMSales & Invoicing Technical Support
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Maybe I'm missing something, but my Fiscal Year End date is Jan 31 and Wave has lots of preset date ranges to choose from when filtering transactions or reports by date range, but none of the year options are based on Fiscal Year, only calendar year. I have set my year end date correctly in settings, so why does it always default and offer only ca…
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I use Wave ONLY for business. The other day, I accidentally imported my personal credit card account into my Wave Chart of Accounts. I understand that Wave doesn't let the customer delete Chat of Account. But I can't have my personal CC account existed in Wave that I use for business. How can I PREVENT Wave from accounting for my personal CC acco…AKT 11 views 1 comment 0 points Most recent by NancyC March 4, 2021 9:56PMAccounting Technical Support
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I need to deposit a cheque today then record a payment,I just need to know if I should put it in "checking account" or in "wave payment" and what is the difference?Emy 11 views 1 comment 0 points Most recent by NancyC March 4, 2021 9:54PMAccounting Technical Support
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Hello. I don't accept credit cards, but would like to accept bank transfers. Can I remove the credit card tab option from my invoice link so clients only can select bank transfer? I already have my account set up to not receive credit card payments. When I create a pdf of the invoice, the credit card option is not there so that works fine. It's ju…kcelsi 31 views 1 comment 0 points Most recent by NancyC March 4, 2021 9:21PMSales & Invoicing Technical Support
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I can see that I have been paid by a customer (my first payment via credit card) - but it has been 5 days (3 working days) and I have no record of this being in my Stripe account, nor in my bank account. In my Wave, it just says it is pending. How do I access this?Nmg1100 91 views 4 comments 0 points Most recent by NancyC March 4, 2021 9:05PMSales & Invoicing Technical Support
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I have a customer that currently has Net 25 terms but I can't seem to change the invoice to display anything other than the "standard" terms. I'm not sure if it's "tech support" or if it's a "new feature idea", but I am struggling to figure out how do this (if it's even possible). Seems like this is possible on indivi…bdevoe 11 views 1 comment 0 points Most recent by NancyC March 4, 2021 8:55PMSales & Invoicing Technical Support
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I've used turbo tax for years. I'm open to trying the H & R Block tax system, but not if I have to import it from a CSV file. Does anyone know if we might see the H & R Block integration before April 15th? I can wait a couple of months but not till the last minute.Mindwallet 21 views 3 comments 1 point Most recent by NancyC March 4, 2021 7:10PMAccounting Technical Support
