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#Wave invoicing uk install
#Wave invoicing uk download

Wave Connect will set up your input spreadsheet for you, by writing in the necessary column headings. All the uploads are structured around 3 steps: To use any of the uploads, click the Add-ons menu in Google Sheets, select Wave Connect, then Upload, then the data you want to upload.Ī sidebar will open to lead you through the steps of preparing and uploading your data. Note that for journal transactions, each upload will be a single post, even though it may add values to many Accounts. You can also upload a bulk journal transaction, which is particularly useful when posting starting balances. Wave Connect allows you to quickly upload lists of customers, products, invoices, and bank transactions.

#Wave invoicing uk download

This can be really helpful if you like to download data repeatedly in a consistent format.

If you open a download sidebar in a spreadsheet page where you have previously downloaded Wave data, Wave Connect will pre-select the download fields, and re-order them.

You can choose between basic invoice data, or indicate you want to include line items or payment details.

The invoice download also has a Data to Download section.

Use the filters to select specific sets of product/invoice data.

Product and invoice downloads have a Filter section.

Product and invoice downloads have some special features:

Drag the fields to re-order the order in which data is downloaded.

Select the fields you need by clicking the checkboxes to the left.

Note that Wave Connect is unable to access data from the "Personal" business in your Wave account.

If you have multiple businesses in your Wave account, select the business you want to download from.

Once you've made your selections, click the Download button to download your data.Īll the downloads work in a very similar way. In the sidebar that opens, select the fields you want to include, and refine any options you'd like. To perform any of these downloads, click the Add-ons menu in Google Sheets, select Wave Connect > Download, and choose data you want to download. (You can also access this information, as well as transaction data downloads, by going to Settings > Data Export in Wave.) Wave Connect enables you to download chart of accounts, customer, product and invoice data from Wave directly into a Google Sheet. If you're not signed in to Wave while you're connecting your account, Wave will also ask you to sign in. Read this information and confirm your agreement to continue. Wave will open in a separate browser tab and ask you to agree to share information Wave Connect needs to work.

Click the Connect Account button to make a connection. You'll get a prompt in your spreadsheet to connect your Wave account. Hover over the Wave Connect menu option to see a sub-menu to Connect Wave Account.

Now that you've installed Wave Connect, you will see it as a new menu option in your Add-ons menu in Google Sheets.

#Wave invoicing uk install

To start using Wave Connect, click the button below to install it from the Google Add-ons Store: If you invoice customers by referring to data that you already have in a spreadsheet, Wave Connect can save you time by further automating your invoicing process. If you use another platform in addition to Wave, like PayPal or Etsy, you can use Wave Connect to import information you've downloaded from another source. You'll find Wave Connect particularly useful if you're in the process of moving to Wave from another accounting system, or any time you want to get a lot of information into Wave without typing in each entry manually. Wave Connect is a Google Sheets add-on that allows you to quickly and conveniently upload and download data with Wave. To export your transactions, customers, vendors, bills, receipts, invoices, employee profiles, and pay stubs, follow the steps in Export your data. You can also download your chart of accounts, customer, product and invoice data, and easily create multi-period balance sheets, income statements, and cash flow reports. Use it to quickly upload customers, products, invoices, bank transactions and bulk journal entries to your Wave business. Wave Connect is Wave's official add-on for Google Sheets.