Troubleshoot issues linking a new bank connection to an account

There are a few reasons why you may be having trouble connecting a bank account to an account in your chart of accounts:

• The account is already linked to another bank account to import transactions.
• The account type doesn’t match the bank account type. For example, you can't import transactions from a checking account into a credit card account.
• The currency of the account doesn’t match the currency of the bank account.
• The account has been archived in your chart of accounts.
• The account is your cash on hand account. This isn’t considered a bank account in Wave.

To replace the bank that’s currently importing transactions into an account:

1. Log in to your account at waveapps.com
2. On the left side menu, click Banking > Connected Accounts.
3. Find the old bank connection and delete it by selecting the trash can icon.
4. Select the Connect account button and click on a bank or search for the new bank.
5. Follow steps 3 - 7 in Import transactions automatically by connecting a bank account.
6. Select the account that was previously connected to another bank account to import your transactions into.

7. To change the date to import transactions from, click Edit date and select a date.

   Wave automatically selects the day after the last imported transaction. If you select an earlier date, you may import duplicate transactions.

8. Click Save and continue.

If you can’t delete the bank connection, open Mave, Wave’s automated chatbot, and type troubleshoot bank connection. Mave will help collect any relevant details and direct you to the appropriate support. Learn how to open Mave in Get support with Wave.