Using Wafeq

Getting started with Wafeq
- Getting started with Wafeq
- Setting up opening balances for your accounts
- Setting up customers and vendors opening balances
- Moving from Xero to Wafeq
- Moving from QuickBooks to Wafeq
Importing your data
- Importing your data 1/4: Contacts
- Importing your data 2/4: Invoices and Bills
- Importing your data 3/4: Expenses
- Importing your data 4/4: Inventory
- Setting up customers and vendors opening balances
- Setting up opening balances for your accounts
- Moving from Xero to Wafeq
- Moving from QuickBooks to Wafeq
Account settings and user permissions
- Inviting users and managing users permissions
- How can I share feature requests?
Contacts
- Importing your data 1/4: Contacts
Invoicing and receipts
- Creating and sending an invoice
- Creating a recurring or scheduled invoice
- Recording sales from a Point of Sale with Simplified Invoices
- Recording a customer invoice payment
- Recording bank fees and invoice payments
- Recording a customer advance or downpayment
- Sending a payment receipt to your customer
- Writing off an invoice
- Choosing an account for an invoice or bill line item
- Offering discounts in fixed amounts
- Adding a Stamp or Signature
- Why can't I see all my accounts in the Paid through drop-downs?
- Hide or rename line item columns
- Importing your data 2/4: Invoices and Bills
Quotes
- Creating a quote for your customers
- Converting a quote to an invoice
- Offering discounts in fixed amounts
- Adding a Stamp or Signature
- Why can't I see all my accounts in the Paid through drop-downs?
Credit notes
- What are credit notes for?
- Credit notes: issue, apply to invoice or refund
Bills
- Importing your data 2/4: Invoices and Bills
- Creating a bill
- Recording a bill payment
- Recording a supplier advance or downpayment
- Choosing an account for an invoice or bill line item
- Why can't I see all my accounts in the Paid through drop-downs?
Chart of accounts
- Setting up your chart of accounts
- Organizing your Chart of Accounts with sub-accounts
- What are Accounts Receivable?
- Why can't I delete an account?
- Why can't I see all my accounts in the Paid through drop-downs?
Banking and reconciliation
- Importing your bank account and reconciling transactions
- Setting up an opening balance for your bank account
- Entering initial capital contributions
- Entering transactions in a bank or petty cash account
- Recording bank fees and invoice payments
- Recording bank or petty cash transactions
- Exchange gain or loss for invoices in foreign currencies
Manual journals
- Manually recording transactions
- Setting up opening balances for your accounts
Exchange rates
- Exchange gain or loss for invoices in foreign currencies
Items and inventory
- Importing your data 4/4: Inventory
- Setting up an initial quantity on hand for an inventory item
- Tracking inventory
- Adjusting your inventory
- Invoicing for inventory items
- Billing for inventory items
Expenses
- Importing your data 3/4: Expenses
- Using the Expenses sheet to enter expenses
- Handling expenses paid by the owner
- Submitting expense claims as an employee
- Managing expense claims
- Exchange gain or loss for invoices in foreign currencies
- Why can't I see all my accounts in the Paid through drop-downs?
Fixed Assets
- Record and depreciate fixed assets
Payroll
- Running Payroll
- Submitting expense claims as an employee
- Managing expense claims
- How do I email payslips PDFs to my employees?
- Why can't I see all my accounts in the Paid through drop-downs?
Projects
- Tracking project profitability
Reports
- Viewing customers' statement of account
- Creating a bill
Integrations
- Connecting your Stripe account to Wafeq
- Configuring Foodics integration with Wafeq
Using sheets view
- Using Wafeq Sheets
- Managing expense claims
- Using the Expenses sheet to enter expenses

Moving from QuickBooks to Wafeq

To move from QuickBooks you will want to download your data and then import them back into Wafeq.

How do I export my data from QuickBooks?

Go to the Gear icon on the top left of your screen
From the Tools menu, choose the Export data option
Set the date range to year-to-date from the Reports tab
Choose the reports that want to export the Reports list by toggling the slider.
Click on the Export to Excel button

How do I export non-posting transactions?

Exporting estimates

Choose Sales from the left side menu, then select All Sales
From the Filter, set the date range and other filters that you may want, then click Apply
From the Type, choose Estimates
Finally, click on the Export to Excel icon

Purchase Orders

Choose Expenses from the left side menu
From the Filter, set the date range and other filters that you may want, then click Apply
From the Type drop-down menu, choose Purchase Order
Finally, click on the Export to Excel icon

Customer Statements

Choose Sales from the left side menu, then All Sales
From the Filter, set the date range and other filters that you may want, then click Apply
From the Type drop-down menu, choose Statements
Finally, click on the Export to Excel icon

Attachments

Choose Settings from the toolbar
From the Lists, choose Attachments
Select the attachments you would want to export
Choose the Batch Actions, then click on Export

Recurring Templates

From the left-side menu choose Reports
Search for the Recurring Template List report
Click on the Export icon

Chart of Accounts

From the left-side menu choose Reports
Search for the Account List
Click on the Export icon, then Export to Excel

Products and Services

From the left-side menu choose Sales, then Products and Services
From the More drop-down menu, choose Run report
Click on the Export to Excel icon

How do I import my data to Wafeq?

To get started with Wafeq follow the steps in this article.