Seamless Invoice Sync with Wave Accounting

Sync Your Invoices Seamlessly to Wave Accounting

Effortless Integration with Wave

Great news for our users leveraging Wave Accounting for their financial needs! You can now effortlessly synchronize your invoices directly from your account to Wave. This latest integration feature allows you to sync new or updated invoices, helping you avoid the hassle of duplicating them in Wave.

How to Get Started

To begin syncing your invoices to Wave, follow these simple steps:

  1. Navigate to Integrations: Go to your account settings, and find the integrations section. Select Wave.
  2. Enter Your Credentials: Click on “manage” and input your Wave credentials as prompted.
  3. Allow Sync Access: Grant permission for a one-way sync of invoices created in your account to Wave.

    Wave Integration - Step 1
    Wave Integration - Step 2
    Wave Integration - Step 3
    Wave Integration - Step 4

  4. Select Your Account: Choose the appropriate account for syncing, then hit save.

    Wave Integration - Step 5

Once configured, any new invoice generated will automatically sync to Wave, streamlining your accounting processes.

Limitations You Should Know

At this time, changes to the status of invoices (e.g., paid, partially paid) won’t sync to Wave since the platform does not support syncing these statuses yet. You will need to manually update these invoice statuses in Wave as necessary.

Why This Matters

We developed this functionality to assist users who depend on Wave for handling their accounts. By syncing invoices directly from our platform to Wave, we aim to enhance your Lead to Payment workflow and minimize redundant data entry, allowing you to focus on what’s important—growing your business.

Stay Updated with the Latest Features

In case you missed it, check out our recent article on Introducing the New Tasks List View with Enhanced Management Features. Stay tuned for more exciting updates!

For further assistance or to learn more, don’t hesitate to contact us.

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