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.
Switch from Wave, move from Wave to HelloBooks, Wave migration, Wave alternative with bank feed, United States.
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 invoices within 200 transactions, 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.
Wave history can come across as a General Ledger export or as detailed lists and documents. Pick one route, not both, or the same history is counted twice. Import accounts, customers and vendors before invoices and payments, and preview each file before you confirm.
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
- Unlimited manual bank and card accounts
- 2 users
- Free AI credits to get started
- AP/AR aging, P&L, balance sheet, cash flow
- iOS and Android app
Limits to know
Export, recurring invoices and multi-currency are paid. Free invoices carry a “Powered by HelloBooks” badge. Starter is $14.99/mo per entity; Pro is $39.99/mo per entity.
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
Turn on the live bank feed and match it to the bank balance you saved from Wave.
FAQ
Frequently asked questions
- Is there a Wave importer?
- Yes. Wave is one of the file-import choices in the Migration source selector.
- Do I need a paid plan to import from Wave?
- Yes. Migration is on paid plans; bank statement import is free.
- 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.
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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