Next, click the File tab at the top bar, select Download, and select Comma-separated values (.csv, current sheet). The sheet containing the list of your customers will be downloaded to your device as a CSV file. Click the Export all receipts as a ZIP file card and a ZIP file containing all the receipts you had uploaded to Wave will be sent to the primary email address you use for Wave. Exporting your data from Wave allows you to import them into Zoho Books and refer the records in future easily.
Go to Settings from the left sidebar and select Data Export. If you had set up zaps using Zapier in Wave, you can integrate your Zoho Books organization with Zapier and set up the same zaps in Zoho Books as well. Check out the free plan of Zoho CRM and learn how you can migrate from BlueCamroo to Zoho CRM.
WAVE Mobile App
Zapier lets you connect Wave with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required. Any connections between you, your bank accounts, and Wave are protected by 256-bit SSL encryption. Give your customers the option of paying with one click using a credit card, bank transfer, or Apple Pay. The receipts will be uploaded into Zoho Books which can be auto-scanned if you have purchased the Auto-scan add-on. Also, in your everyday use, you can upload your receipts and documents in Zoho Books by emailing them or uploading from a cloud service.
You will be redirected to the configuration page of your Zoho Books account to finish setting up the integration. Once it is set up, you will be able to start receiving payments from your customers. Zoho Books allows you to receive payments online from your customers and enables you to collect payments faster. Set up a payment gateway to get started with collecting payments. If you want a record of these transactions in Zoho Books, the best option is to create estimates, receipt transactions, and recurring invoices manually in Zoho Books.
So, generate the Trial Balance report in Wave and generate the Trial balance report in Zoho Books and compare the values to check if they are the same. If there is any mismatch, you will have to check the records created for those accounts and make sure they match. After you have imported all the required transactions, it is important that you check if they’ve been properly synced with the Opening Balances.
Access to the Club EWI archive of wave training resources and market reports. Exclusive services, products, events, pricing and discounts. We also provide many author benefits, such as free PDFs, a liberal copyright policy, special discounts on Elsevier publications and much more. Please click here for more information on our author services. The amount of Payment Processing Fee deducted from the Sale Amount before you receive it. Must be the same currency and Number Format as Sale Amount.
Set up your Organization Preferences
You can manage your business finances from anywhere using the Zoho Books’ iOS and Android mobile apps. The mobile apps are packed with features, from adding customers to generating and viewing your reports. It is likely that you may be using the Wave Connect add-on provided by Wave to download and upload data. Using this add-on you can export the products & services and invoices from Wave. Using this bulk data export option, you will be able to export all your transactions, bills, customers, and vendors as a ZIP file in CSV or Excel format. Also, you will be able to export all the receipts you had uploaded as a ZIP file.
- If it’s a Sheet with existing data, choose to overwrite it to have the latest list of customers.
- Must be in the same currency as the bank or other account into which you receive payment for the sale.
- Hover over a template and click Edit to edit that template or click + New at the top right corner to open the template gallery and create a new template.
- Using this add-on you can export the products & services and invoices from Wave.
This ensures that all your account balances are imported correctly. Click Proceed to Review Opening Balance if you want to import the balances of your accounts from Wave. Else, click Complete Import to end importing and start using Zoho Books. A pop-up opens where you can select your Wave account and mark the fields that you want to download to the Google Sheet.
I am a disabled veteran who, due to medical issues, has a hard time driving the 2 hour trip to see my Veteran’s Administration doctor. Recently using face time and the doctor was able to diagnosis some basil cell cancer on my nose that I didn’t even know was there. My family purchased a new house that didn’t have any high-speed internet options available.
Next, click the Add-ons tab at the top bar, select Wave Connect, and click Connect Wave Account to connect your Wave account to the Sheet. Apart from these integrations, Zoho Books offers you many more integrations with other apps that will ensure that your data is not stuck in silos. Select your account’s bank from the list of popular banks or type your bank’s name in the Search field and select it. If your bank is available in this list, you will be able to fetch bank feeds automatically into Zoho Books. Enter the user’s email address, name, and select the role you want this new user to have. In Wave, you would have added new users using the available default roles of Admin, Editor, Payroll Manager, and Viewer.
Similarly, in Zoho Books, you can click the Contact Support button at the bottom right corner to reach support. Also, you can click the Help icon at the top right corner to find useful help resources in carious formats instantly. Also, each module provides you with Page Tips to help you contextually. In Wave, you would have had the option to filter and find transactions limited to each module.
This will ensure that you get accurate account values in the Trial Balance report. You would have downloaded the import file for bills using the Data Export option in Wave. On the Import Transactions page, select and upload the exported invoices file. The data from the CSV files will be imported into Zoho Books and the number of records that were imported and the number of records that were skipped will be shown.
Zoho Books offers you various templates for all the transactions you record in Zoho Books such as estimates, invoices, payment receipts, bills, vendor payments, journals and more. If you have multiple business accounts in Wave, you would have clicked your business name at the top left corner to access your other business accounts. In Zoho Books, we refer to business accounts as organizations. Now that you have migrated to Zoho Books successfully, you can customize your organization further.
How much does Wave cost?
Also, Zoho Books allows you to enable automatic fetching of exchange rate feeds. The sales tax’s abbreviation, exactly as you have set it up in Wave. Sales Tax Amount required if providing Sales Tax Abbreviation. We provide different levels of support for customers who use different features and services from Wave. If you’re interested in our payroll software, you can start a free 30-day trial when you sign up for Wave. We have lived in a rural area with no options for high speed internet for the last 20 years.
If you did, you may want to switch to a CRM software that works with Zoho Books. Zoho CRM works seamlessly with Zoho Books and enables you to manage your leads and deals efficiently. Next, when you invite a new user to Zoho Books, you will be able to select this role. Select Cash or Accrual, the basis on which you want the reports to be generated. Choose the Fiscal Year that’s applicable to you based on the region in which your business is located.
I’m an IT Professional, as well as an avid gamer, this was a big compromise. Thank you Wave Rural Connect for your investments into our community and reaching out to other areas that don’t have high speed internet options available. If you have followed the steps above, you can click I’ve exported data, Proceed to Import Files. Click Run Report and the report will be downloaded to the Google Sheet. Immediately, your Wave account and that Google Sheet will be connected. Click Allow in the following screen to give permission to access your data.
You can set up payment gateways to accept online payments or integrate with other apps such as Zoho CRM and Zoho Analytics. Wave’s invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances. Must be in the same currency as the bank or other account into which you receive payment for the sale.
When you download invoices, you can also download the invoice payments. To download, choose Data to Download as Invoice Data and Payments in the popup to download the invoice payments. If you sell to overseas customers in foreign currencies, you can add new currencies to assign them to a customer and use them in transactions.
The accountancy you had in Wave can be uploaded to Zoho Books where it can be stored securely to create expenses or for any future reference. The receipts will be imported into the Documents module on the left sidebar. This is the date on which you migrate from Wave and start using Zoho Books. Also, the Trial Balance you generate in Wave must have its As of date as the Migration Date.
Click + Choose File and select the Trial Balance report that you exported from Wave using the Wave Connect add-on. Choose and upload the Customers, Products, and the Accounting.csv files. The respective data from Wave will be downloaded to the Sheet. If it’s a Sheet with existing data, choose to overwrite it to have the latest list of customers.
At the bottom of the Edit page, you can check the Set this to default option to make that email template as the default invoice email template. Click the Show Mail Content to view and edit the email template or click + New at the top right corner to create a new template. Hover over a template and click Edit to edit that template or click + New at the top right corner to open the template gallery and create a new template. We recommend that you try the Standard, Simple, and Grand templates as they are closer to Wave’s design that you’ve been using. Click the Gear icon at the top right corner of the window and select Organization Profile.
- Similarly, you can customize templates of other modules and set them as default templates.
- So that you can include all the details you want to include.
- However, in Zoho Books, you can directly add your bank or credit card accounts and set up automatic fetching of bank feeds for categorization and reconciliation.
Payment Processing Fee Account required if providing Payment Processing Fee Amount. Sales Tax Abbreviation required if providing Sales Tax Amount. Creates a product or service in a business that you choose. Triggers when a new customer is added to a business you choose.