[Wave Accounting Basics Video 1] How to Import your Transactions

Whether you have an established business or are just getting started, ensuring your bookkeeping is accurate can seem daunting. However, in Wave, there a three simple steps to getting your books in order for tax reporting and financial planning. In this first video, we'll take a look at getting your transactions into Wave.

If you want to have accurate financial records, there are three key steps you need to follow:

  • Step 1: Import your transactions into Wave - so you have a record of all financial activities in Wave
  • Step 2: Categorize your transactions - so you can see where your money is coming from, and where it’s being spent
  • Step 3: Reconcile your accounts - so you can ensure your reporting in Wave matches 100% with your bank and credit card statements

This video shows you how to automatically import your transactions into Wave (Key Step #1). 

Setting up an automatic bank connection saves you time by pulling all your withdrawals and deposits into Wave. It makes sure you’ve got all your financial records in one place, so you aren’t missing any details at tax time.

Let’s learn how to import your transactions into Wave, quickly and easily!

 

We hope you enjoyed this video! If you're interested in learning more about the transaction upload process, check out this article.

To book a call with our Wave Advisors Sales team: Click Here

We'll be happy to answer any questions you have about working with a coach, or to help you schedule in your live coaching session.

Click here for Video Tutorial 2

Was this article helpful?
10 out of 10 found this helpful