All integrations

Wave

On the roadmap · Accounting & migration

Wave is on the roadmap. Until then, upload or forward it and Fiona books it.

What happens today

Not connected by API yet. Export the trial balance and account transactions from Wave; Fiona sets opening balances and ties out.

Why it matters to your books

Wave books are usually simple, which makes the switch easy — but the same rule holds: anchor on the trial balance, not on re-importing transactions.

What Fiona reads

• Chart of accounts
• Trial balance
• Transaction history

How to set it up

1. Wave → Reports → Account transactions (or General ledger) → export CSV
2. Send the export to Fiona, or forward it to your Fiona inbox
3. She reads your history so your new books start from where Wave left off

Questions people actually ask

Will I lose my history if I switch?

No. Export the ledger and Fiona reads it, so prior periods stay intact and this year continues rather than restarting.

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