1. Plan the cutover
Pick a month-end cutover date. Save Wave’s trial balance, bank balances and outstanding invoices and bills at that date, and keep an untouched export.
Moving from Wave to HelloBooks: Migration Guide | HelloBooks A step-by-step guide to moving from Wave to HelloBooks Free: export from Wave, import with the Wave file path, connect a live bank feed. $0, no credit card.
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Switch · Wave
Moving from Wave to HelloBooks: a migration guide
Wave’s free Starter plan has unlimited invoices but no bank feed. HelloBooks Free includes 1 live bank feed at $0/mo. Here is how to bring your Wave books across.
Free Plan with unlimited invoices, bills & quotes — no credit card.
2. Export from Wave, import into HelloBooks
Export your data from Wave as CSV files. In HelloBooks, Wave has its own file-import choice in the Migration source selector; use the templates shown for it.
Open Migration from the app launcher, keep the right entity selected, and choose the source shown for your account. Preview what will be imported before you confirm, then reconcile opening balances against the old system’s trial balance at the cutover date.
3. Turn on the bank feed
Connect your business account as your live bank feed so new transactions arrive on their own, then reconcile to the cutover balance.
- Unlimited invoices, bills and quotes
- Unlimited email payment reminders
- 1 live bank feed through Plaid, plus 2 manual bank or card accounts
- 2 users
- Free AI credits to get started (upgrade for more)
- AP/AR aging, P&L, balance sheet and cash flow reports
- iOS and Android app
Limits to know
Free includes 1 live bank feed, 2 users and free AI credits to get started. Data export, recurring invoices and multi-currency are on paid plans, and invoices sent from Free carry a small “Powered by HelloBooks” badge. Starter is $14.99/mo; Pro is $39.99/mo.
How teams use HelloBooks
What HelloBooks does for businesses like yours
“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”
“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”
Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.
How it works
Move from Wave to HelloBooks
Export from Wave, import, reconcile.
Step 1
Plan the cutover
Pick a cutover date and save Wave’s trial balance and balances.
Step 2
Import
Export CSVs from Wave and use the Wave file-import choice in Migration; preview before confirming.
Step 3
Reconcile
Connect your bank feed and reconcile to the cutover balances.
FAQ
Frequently asked questions
- Is there a Wave importer?
- Yes. Wave is one of the file-import choices in the Migration source selector.
- Will I get a bank feed on Free?
- Yes. Free includes 1 live bank feed through Plaid.
- What should I check after importing?
- Compare balances, receivables and payables with the reports you saved from Wave at the cutover date.
- Is it really free, and do I need a credit card?
- Yes, it is a permanent $0 plan, not a trial. Sign up with an email; no card is collected and there is no end date.
- What happens when the free AI credits run out?
- Free includes free AI credits to get started. When they run out you can upgrade for more AI credits or keep categorizing by hand; paid plans can also top up with a credit pack. Invoices, bills, reports and your bank feed keep working either way.
Sources
- Wave pricing — checked September 2026
Wave are trademarks of their respective owners. HelloBooks is not affiliated with or endorsed by them.
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