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abbie-mescon-gma
August 2, 2023
Question

Can I connect to another business banking service (Wave Money) through CFSB?

  • August 2, 2023
  • 1 reply
  • 0 views
I use another small business banking/tax/accounting service called Wave Money, who is operating their banking services through Community Federal Savings Bank. Which bank do I try to connect to when importing transactions? Wave Money isn't on the "bank list," but I don't have a login/credentials for CFSB. Help

1 reply

MariaSoledadG
MariaSoledadG
August 2, 2023

I have some information that I want to share when connecting with your bank, Abbie.

 

Online Banking is one of QuickBooks Self-Employed's most helpful and time-saving features wherein you're able to access your account 24/7. Aside from that, you can keep on top of your finances, pay bills, make payments, and transfer money between accounts.

 

With Quickbooks, you can connect your bank and credit card accounts using your bank's URL. On the other hand, if you're using Wave Money, you'll want to reach out to their support team and ask them if there's another way they can import transactions since you don't have login credentials.

 

Moreover, when you categorize, QuickBooks puts your transactions on the correct line of your Schedule C. To know more, check out this article for more details: Categorize Transactions In QuickBooks Self-Employed.

 

Let me know if you have any other concerns when connecting bank. I'm always right here to help.

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