8/30/2023 0 Comments Paypal button on wave invoices![]() You will receive an email when the transactions are fully uploaded. Click “Select description”.Ħ.) If all is correct, click “Upload statement”. Click “Confirm amounts”.ĥ.) Then, verify that the “Description” category is selected in the preview. ![]() Click “Confirm date”.Ĥ.) Next, verify that the “Amount” category is selected in the preview. Verify that the “Date” category is selected in the preview. If you didn’t and got an error instead refer to this support page for assistance. If needed, click on the “+” to make a new account.ģ.) Click on “Upload”. You need to choose the account you would like to import the file to. Once your CSV file is complete get ready for the fun part! Uploading the CSVġ.) After registering and setting up your Wave account, click on the “Transactions” tab and then the “Upload a Bank Statement” button.Ģ.) On the next screen you will want to “Browse” and find the CSV file. You can alter an already detailed Excel spreadsheet or you can create a new CSV file in a variety of ways. * Note: Make sure that every single digit in the date has a 0 (zero) in front of it or you will get an error. To format your CSV for Wave, you only need three required categories: You can also download a CSV file from your bank or payment processor. You can use an existing Exel spreadsheet and save it as a CSV file. A “comma-separated values” (CSV) file is a type of file that separates data with commas. Spreadsheets full of transactions can be saved as a CSV file. Tax categories are built in to categorize transactions making tax time a breeze! Don’t see the category you need? Make a new one! You can also sync your Paypal and bank accounts for super fast updates. But, it recently switched to a pay-only subscription service and I felt it was time to find an alternative. It was super user friendly and was free as long as you were active within a certain amount of days. Alternatively, you can pay 3 months at a time at a rate of $49.īefore I used Wave, I worked with GoDaddy Outright software and adored it. ![]() It’s the perfect all-in-one bookkeeping tool that will work wonders for your creative businesses! Say goodbye to spreadsheets! And, did I mention that it’s free?! Premium packages are available for additional chat/phone support ranging in price from a monthly fee of $9 or $19. So far, that includes Invoicing, Accounting, Payroll, Payments and more, plus Personal Finance Software, too. Friends, meet Wave… What is Wave?Īwesome, cloud-based, integrated software and tools for small businesses. What I’m about to share with you might just change that. As small business owners we wear a lot of hats, and ‘the bookkeeper’ hat seems to be one of the least favorite out there.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |