Bookkeeper/Accountant

Wave Accounting: A New Start

We are excited to switch from QuickBooks to Wave, a powerful and user-friendly accounting software. To make this transition smooth, we have to complete some tasks:

Create the last year of transactions in Wave, so we can have accurate and up-to-date reports.
Convert our statements to QBO format, so we can import them easily into Wave.


The second account is still using QuickBooks so, we need to
download transactions for a second account for the past 3-5 years, so we can track our income and expenses over time.

Keep our Wave account updated by downloading and matching transactions regularly, so we can monitor our cash flow and budget.

These tasks may seem daunting, but they are essential for our financial success.

With Wave, we can manage our accounting with ease and confidence. Let’s get started!