Switch from Wave

Wave has few export buttons, so some lists are easier to copy and paste. Pop Books accepts .csv and .xlsx from Wave.

What to export

1. Open Accounting, then Chart of Accounts. If there is no export button, copy the table and use Paste from a spreadsheet.
2. Do the same for customers (Sales, then Customers) and vendors (Purchases, then Vendors).
3. Open Reports, then Trial Balance. Set the date to your cut-over date and export as CSV.
4. For open items, open Sales, then Invoices, filter to unpaid and export or copy the list.
5. Only for full history: open Accounting, then Transactions, choose all accounts and dates, and export as CSV.

Wave's column names are among the least certain parts of this importer. Every column can be re-mapped by hand.

Then, in Pop Books

1. Choose Switch from… in the side rail and pick Wave.
2. Drop in your files, or paste cells. Pop Books checks the columns and shows what it found. You can change any match.
3. Choose your cut-over date. This is the day you start in Pop Books.
4. Choose what to bring in. Balances at the cut-over date is recommended. Full general ledger history brings in every journal.
5. Run the dry run. It shows what would come in and any rows to look at. Nothing is written.
6. Choose Bring it in.
7. Download the proof check (PDF). It sets the old trial balance next to the new one at the cut-over date and lists any difference.

Good to know

• You can choose Undo this switch for 30 days. Documents are voided and entries reversed. The history keeps both.
• Credit notes and partly paid documents are not brought in as documents. They are listed as rows to look at.
• Menu names change between releases of Wave. If a name differs, look for the closest one.
• No real export from Wave has been tried yet. The steps come from its documentation.
• Pop Books never signs in to Wave and makes no network call to it.