Switch from Wave
Moving from Wave to YourAILedger in 5 steps
There's no one-click Wave import. Export your files, then upload them or email them to us.
- 1
Pick a switch date
Choose a clean start, like the first of the month. Count your stock that day (Wave products have no stock fields).
- 2
Export your data from Wave
Business settings > Data Export > Accounting emails you transactions, customers, vendors and bill items. Use the Wave Connect Google Sheets add-on for chart of accounts, products and invoices, then Reports > Trial Balance > Export CSV.
Only owners and Admins can use Data Export. No Wave Connect? Email us.
- 3
Upload your files
Download Google Sheets as CSV. Upload all files with our import tool, or email them to us for free migration help (first 50 businesses).
- 4
Check your opening balances
Compare opening balances to Wave's Trial Balance for the day before your switch date. Check open invoices and bills against Wave's Aged Receivables and Payables reports.
- 5
Run both for a month, then cancel
Use Wave and YourAILedger side by side for a month. When the numbers match, save a copy of every Step 2 export, then cancel any paid Wave plans.
Good to know
- Live bank feeds are coming soon. For now, import bank statements as CSV or Excel files.
- YourAILedger doesn't run or file payroll, or prepare or file taxes. If Wave runs your payroll, set up payroll elsewhere before you cancel.
Wave is a trademark of Wave Financial Inc. YourAILedger is not affiliated with Wave.