Use Wave Connect to import information from a Google spreadsheet to your Wave business, or export information from your Wave business into a Google spreadsheet.
You can't import or export information from your Personal business profile using Wave Connect.
To upload or download data with Wave Connect, first install and link Wave Connect with Google Sheets.
Upload to Wave using Wave Connect
Tips for uploading using Wave Connect
Download from Wave using Wave Connect
Tips for downloading using Wave Connect
Upload to Wave using Wave Connect
You can upload customers, products, invoices, transactions, and journal entry data into Wave through Google Sheets with Wave Connect. To upload your data:
- Open your Google Sheets spreadsheet, and click Extensions > Wave Connect > Upload.
- Select the data type you want to upload.
- On the sidebar to the right, click the Business dropdown and select which business you want to upload your data to.
- Review the information in Step 1: Prepare Input Sheet, then click Prepare Input Sheet. Your input sheet will automatically update with column headings and data validation rules.
- Enter your data into the prepared input sheet. The order of columns doesn't affect the upload, so you can rearrange them to fit your needs.
- Click Validate. Wave Connect will highlight any errors. Fix the errors and click Validate Again.
- Click Upload.
Wave Connect will report how many records were successfully uploaded and provide links to view the uploaded data in Wave.
Tips for uploading using Wave Connect
To help with your upload using Wave Connect:
- For some upload sheets, the columns are created with built-in dropdown menus containing information pulled from your linked Wave business. If you add new data to your Wave business, use the Refresh Sheet Lookup Values option to update the dropdown values in the Google spreadsheet.
- Column headings marked in yellow are required to be filled out.
- When uploading invoices, insert one row per line item (product or service). Wave Connect assumes rows belong to the same invoice until there is a change in the customer. You can force a new invoice for the same customer by inserting a blank row.
- You can upload information from a custom spreadsheet if it follows the correct column format for Wave Connect.
- For invoices with multiple sales taxes, manually enter a comma-separated list of tax codes. For example, TAX1,TAX2.
Download from Wave using Wave Connect
To export your transactions, customers, vendors, bills, receipts, invoices, employee profiles, and pay stubs, follow the steps in Export your data.
Using Wave Connect, you can download data from your Wave account into a Google spreadsheet. You can download your chart of accounts, customers, products, invoices, and transactions. To download your data:
- Open your Google Sheets spreadsheet, and click Extensions > Wave Connect > Download.
- Select the data type you want to download.
- On the sidebar to the right, click the Business dropdown and select which business you want to download your data from.
- Click the checkbox next to the fields you want to include.
- Click Download.
Tips for downloading using Wave Connect
To help with downloading your information from Wave using Wave Connect:
- Use filters to download specific data sets from product or invoice data.
- You can include line items and payment details in the invoice download.
- To change the order your information is downloaded, drag the fields.
- When using a Google spreadsheet that you have previously downloaded information into, Wave Connect will pre-select the same fields as the last time and maintain the order for consistency.