How far back do my transactions import?

When you establish a bank connection to import transactions into Wave, you can choose how far back you want your transactions to import.

Banks place restrictions on the amount of data that can be aggregated by a third party like Wave, and so, depending on how far back your business banking history goes, your entire transaction history may not import.

In general, you can import up to 6 months of transactions when you connect a bank account but this can vary depending on your financial institution. When you connect a bank account, you will be able to edit the date to import from. If transactions from the date you select do not import, then it is due to the restrictions set by your financial institution.

If you need to import older transactions, you can download electronic statements from your bank and upload them to Wave by selecting the Upload a Bank Statement option on the Transactions page. Wave supports CSV, OFX, ASO, QFX, and QBO file formats. You can also use Wave connect to upload your transactions.

Bank connections are available to businesses in the US and Canada. If you are located outside of this region learn how to upload bank or credit card statements, or use our google sheets integration Wave Connect.