JamieD admin
@samberner80 If you have changed your password for your bank login, you will more than likely need to reconnect your bank account with the correct login credentials in order for transactions to start importing correctly.
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Re: How to view or edit a bill
Hey @faridah. This is a feature that isn't currently available in Wave (categorizing a bill purchase as a fixed asset account that you've created) -- you would need to do this by adding an expense tr… (View Post)2 -
Re: Apply a previous payment to a new invoice
Hey @slaterfoto! In this situation, all you will need to do is categorize the deposit transaction as 'payment received for invoice' and then select the specific invoice you are wanting to associate t… (View Post)1 -
Re: Welcome H&R Block!
Hey @tekfranz. Thanks for giving us the shoutout here, it's much appreciated! We're definitely hoping to get to our goals quicker with this acquisition while still remaining a free product for accoun… (View Post)1 -
Re: Customizing the estimate and invoice
@JKCWS @Mrs_Y @vannemic Definitely appreciate the feedback you've given us here. Looking at improving invoice customization is something that has been discussed previously, and when we have more deta… (View Post)1 -
Re: How to add a payment to a bill
@Malfred_1950 It's entirely up to you and will depend on how you want to track your reporting for your sales taxes -- I feel as though it would be best handled by associating it with the expense tran… (View Post)1