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 18 months of transactions when you connect a bank account.

If you need to import transactions older than 18 months, you can download electronic statements from your bank and upload them to Wave by selecting Upload a Bank Statement at the top of the Transactions page. Wave supports CSV, OFX, ASO, QFX, and QBO file formats.

Bank connections are available to businesses in the US and Canada. Please log into your Wave account to view this content or learn how to upload bank or credit card statements.

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