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Hello! Just sending a renewed plea (begging, hoping, pining) for the ability to generate a full P&L detail that actually shows detail. So one that includes the individual line items (income or expense) that comprise an account's total. It's tax time, and I desperately want to print a full report of 2020 income and expense detail to hand to my …sbright527 13 views 2 comments 0 points Most recent by sbright527 February 1, 2021 10:15PMAccounting Feature Ideas
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I printed off my annual Cash Flow Report to make preparations for submitting my small business information to my tax professional. However, many categories are simply not represented in the report. Indeed, the Cash Flow Report does not, at all, reconcile with the transactions page for the year. From a cursory glance, it looks like none of the paym…GeoffB 11 views 1 comment 0 points Most recent by KiahD February 1, 2021 9:35PMHelp Center Discussion
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Hi everyone. Is there a way to set all purchases to have a default sales tax. Most things are taxed in Ontario, so it would be simpler if the transactions prepopulated with the sales tax, and then i could remove the rare items that dont have tax, as opposed to having to go into every transaction and add a tax.....thanks!WillowLakeCampground 11 views 2 comments 0 points Most recent by KiahD February 1, 2021 8:52PMAccounting Feature Ideas
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Does this work retroactively? Or only for transactions after I categorize? Is there a way to apply the category to all similar transactions?diiiane 11 views 2 comments 0 points Most recent by KiahD February 1, 2021 7:04PMAccounting Technical Support
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I am just transitioning from Quickbooks to Wave eff. 1/1/21 and I need to book my opening inventory. Where/how do I do this?Chris_H 11 views 1 comment 0 points Most recent by Kimpton January 31, 2021 9:39PMAccounting Technical Support
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Looking for a way to "retire" products that are no longer being bought / sold. Anyone have a solution for this?scott99 21 views 3 comments 0 points Most recent by Kimpton January 31, 2021 8:40PMAccounting Feature Ideas
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I have a Wave Personal Account. I linked my bank account to. I also have our farm account I added onto it and my craft account. Is there a way to get certain transactions to ONLY show up on the farm account or the Craft account now everything all together??? Like my Groceries for my personal use account doesn't need to be counted as expense in …NikkiLynn14 11 views 1 comment 0 points Most recent by Kimpton January 31, 2021 8:34PMAccounting Technical Support
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Hi there, Just wondering if there's a way to select multiple invoices and send them to the same customer all in one email, rather than as individual ones?alistairm 591 views 6 comments 1 point Most recent by Shelby January 31, 2021 4:22PMSales & Invoicing Technical Support
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Hello- Sorry, I'm sure this question is very basic... I just am horrible at understanding accounting. So, when I run Payroll thru Wave, it automatically creates a Journal transaction. But, now what do I do with the Check I write my employee - when I import transactions, that's effectively doubling the payroll from a reporting point of view. What…teeroze 31 views 1 comment 0 points Most recent by Mikeg January 31, 2021 12:13AMAccounting Technical Support
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Small restaurant looking for likely short-term help in fixing all I have done wrong in Wave! I already paid for the Wave consult last year but I don't think I have things set up correctly.SammieM 41 views 4 comments 0 points Most recent by Sajid1110 January 30, 2021 11:25PMFind a Wave Pro
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I tried searching this question before posting but came up empty. I am curious if anyone knows the best way to create a "tax only" account, or how to record this correctly. Purpose: I am in Canada and import inventory from the US and overseas. When the items clear Canada customs, we are charged HST on the value of the goods. This amoun…
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In this scenario, there are 3 companies: 1. Manufacturer 2. Agent 3. End user/final payer Manufacturer is not licenced to sell in the end user's geography, so bills End User through Agent (which holds appropriate licence to sell). Example: * End user invoiced $100 by agent * End User pays $100 to Agent, for which the Agent earns $30 commission * …
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I purchased an investment property in 2019 and sold if in 2020 after putting over six figures improvements in it. I captured the purchase and improvement costs in an asset account but do not know what transactions to use to account for the sale of the property correctly so the income reflects on my Profit/Loss statement and I properly reconcile t…
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I have recently switched to a new business checking account that earns interest. I am not really sure how to categorize it in Wave. None of the categories seem to fit.ltj2021 363 views 3 comments 0 points Most recent by Kimpton January 30, 2021 7:59PMAccounting Technical Support
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I notice, there is a ghost transaction in Account Receivable on the Sept-30 entry. There is an entry of 357.59 that I can't find in account transaction. Attached Account Balance screenshot _Attached Account Transaction screenshot _ Please advise on how I can get this bug fixed. Thank youVChong 51 views 5 comments 0 points Most recent by SaraLM January 30, 2021 11:18AMAccounting Technical Support
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[New] Pause payroll with a limited access subscriptionNeed to pause your payroll? We can help. Get the information and support your business needs with Wave’s updated subscription options. What’s in this article? Limited Access Pricing United State... Read the full story hereSystem 1K views 7 comments 0 points Most recent by AlexL January 29, 2021 9:10PMHelp Center Discussion
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Is anyone else having this issue? HELP ME!!HenryW702 1 view 1 comment 0 points Most recent by HenryW702 January 29, 2021 8:17PMSales & Invoicing Technical Support
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When i do a bulk printing of Invoices the margins are off. If I just print one at a time I have then I have the option to select the margins I want and I select narrow. But I have to do this for each individual Invoice. Thats annoying!! Where can I save margin settings. Or create my own invoice. I know most send online but we have a lot of o…Tjbartmess_81 11 views 1 comment 0 points Most recent by NancyC January 29, 2021 7:59PMSales & Invoicing Technical Support
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How do I update the password for my connected account? I just had to change it with my bank because I got completely locked out. I will get locked out again if there are more "wrong password" attempts, which Wave will do unless I can update the password. I can't find anywhere to do it, and when I try to add the account from scratch it sa…rhawk 492 views 7 comments 0 points Most recent by NancyC January 29, 2021 7:20PMAccount Settings Technical Support
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Please help me understand why there is a save and continue and not a simple save or save as draft button? You can not just assume that everyone wants to move to the next screen, it's not like the auto save is on every new item added. What about us that just want to record an hour and continue working? The auto save does not seem to save every ac…jnpr 111 views 3 comments 0 points Most recent by NancyC January 29, 2021 6:43PMSales & Invoicing Technical Support
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Hi-- I have been using Wave for a couple of years. It is exactly what I was looking for. I just wanted to make a post as I have seen a few people making suggestions as they would like it more like Quickbooks. I have used Quick books , which is a great product if that is what you are looking for. I use Wave because Quickbooks is NOT what I am l…
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I'm not sure how to record accrued taxes. I have a checking account and a savings account. When I receive a check, I deposit it into the checking account, calculate the taxes owed and then transfer the tax amount into the savings account. I created a Taxes Due liability account in Wave. When I transfer the money from checking to savings, the c…pdxmusicman 11 views 3 comments 0 points Most recent by Mikeg January 29, 2021 4:24AMAccounting Technical Support
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I HAVE to export since support in the EU is dropping. On the export page, I click to export in XLS format. In the email I receive though, there are only csv files. Whats up with that?MartijnD 1 view 1 comment 0 points Most recent by KiahD January 28, 2021 9:12PMAccount Settings Technical Support
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I created a journal entry that is wrong how to I reverse the entry?Parrish9407 21 views 1 comment 0 points Most recent by AlexL January 28, 2021 8:02PMAccounting Technical Support
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Can you let me know how to access my Payroll information? My first cheque went into my bank account ok. FYI- I signed up but not through the link my employer sent. It had expired and I joined on my own. Thank you! JocqueJocque 11 views 1 comment 0 points Most recent by KiahD January 28, 2021 7:07PMPayroll & Employees Technical Support
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We are a branding/advertising agency with customers in every industry. Becuase of the nature of our business and operation model, we are required to seek approvals before starting projects and track jobs accordingly before invoicing. Currently the WaveApps estimate system is very limited and does not account for holistic procedural updates to the …theAREnetwork 321 views 8 comments 2 points Most recent by AWeiss January 28, 2021 6:06PMSales & Invoicing Feature Ideas
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Having a button on the estimate for clients to Approve it and then it automatically converts it to an invoice for immediate payment. This would eliminate so many steps for me and my client. Right now I email the estimate, client responds via email with approval. I convert the estimate to an invoice then I email it to the client.Kr8ve1 40 views 2 comments 2 points Most recent by AWeiss January 28, 2021 6:06PMSales & Invoicing Feature Ideas
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Suntrust account is once again not connecting, valid logins via Plaid are rejected. Anyone know a fix?chuckfa 31 views 6 comments 0 points Most recent by chuckfa January 28, 2021 2:54PMHelp Center Discussion
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I'm bummed that Wave will no longer be integrated with PayPal. It's not a huge source of transactions, but it means more work for us. Does anyone know how I can manually enter PayPal transactions or can I upload a CSV? ThanksLisaW_2 51 views 4 comments 1 point Most recent by bruce1 January 28, 2021 6:31AMAccounting Technical Support
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I have 2 different bank accounts. One account assigned to one business, one assigned to the other business. When I do reports for one business, for the year 2020, it is also pulling all income from the other business. I look at what account is associated and it shows only the one account. But, when I look at the chart of accounts page, it shows BO…marlasmusic 11 views 2 comments 0 points Most recent by AlexL January 27, 2021 9:27PMAccount Settings Technical Support
