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Wave Accounting (Udemy.com)

Learn to use bank feeds with free accounting software (Wave) from a practicing Certified Public Accountant (CPA)

4.5
236 reviews

Created by: Robert (Bob) Steele

Last updated August 2021

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What you will learn

  • How to set up bank feeds for both bank accounts and credit card accounts
  • How to set up Wave Accounting
  • How to add transactions and assign proper general ledger accounts to them
  • How to do bank reconciliations
  • Understand the difference between a bank reconciliation when using a cash basis and accrual basis
  • Record transactions from two accounts that use bank feeds like a credit card account and a bank account

How it compares

Against the other 200 rated Udemy courses in Accounting on CourseDuck:

  • Rating4.5 out of 5higher than 49% of them
  • Reviews236#129 of 201 by number of reviews
  • Length4.8 hoursshorter than 60% of them
  • Last updatedAugust 2021earlier than 67% of them

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Course Description

This course will use free accounting software which is an excellent tool to practice with.

This course will jump right into bank feeds and how to use them.

Many accounting software courses will spend a lot of time talking about how a full-service accounting system works. We do recommend spending time learning the full accounting process, and we do have courses that do just that.

However, many small businesses want to get right down to data input as fast as possible, and others already have a good understanding of the system and want to focus specifically on bank feeds.

We will focus on bank feeds in this course.

For example, some small businesses may be perfectly happy using a cash basis system and will, therefore, not need some of the functions used in a full accounting cycle. Businesses that use a cash basis model can structure their data input to be much more heavily dependent on the bank and bank feed data.

We will discuss types of businesses that fit well into a cash basis model as we work through the practice problems. We will also discuss some problem areas many businesses have and how to set up a system that works for them.

This course will work through a practice problem and will provide test data that learners can use in their system to follow along if they choose.
Read More All Levels All Levels product length iconTime: 4.8h

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Instructor Details

Robert (Bob) Steele

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.    

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).    

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.    

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Reviews

4.5

236 ratings on Udemy

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By Angela Maryory Garzon Arredondo on 7/29/2025

MUY BUEN PROFESOR. SE MUY POCO INGLES PERO SE DA A ENTENDER MUY FACIL CON EXPLICACIONES MUY EXPESIFICAS . GRACIAS

By Bob Mirabile on 3/15/2025

The instructor is very clear and has a great understanding of the software. He is using real life scenarios to help us understand what is happening through each transaction. This course is outstanding!!

By Jasmine Goss on 7/17/2024

As much as i thought i knew already I was surprised at how much more I was able to take away from the course and will be re-visiting to make sure I didn't miss anything...

By Rowena Lacuesta on 5/5/2024

There's clarity. I am learning slowly. Thanks.

By Sean Malone on 2/17/2024

The videos have way too many extra video clips at the beginning and end. Also, the presenter is overly casual and uses a lot of filler words/sounds (basically, um, like etc.) However, the content is very clear and accurate and he walks through everything you need to do, so all in all it's very useful.

By Jocelyn Ponce on 11/8/2023

Thanks for this free course. The teaching approach is easy to understand. The lesson delivery is very detailed and well explained which a big help for the beginner. Kudos to the course creator!

By Anna Maria B Velonza on 8/4/2023

Thank you for this Free Wave Accounting Course. I'm grateful to take this course that helps me gain knowledge how to use Wave Accounting and this will add to my skills as an accountant to help and get clients that want to use Wave Accounting.

By Lisa McCollum on 7/25/2022

Really great presentation skills! Dates will have to be modified in order to work within the wave app...wave only allows you to go back 2 years, the info in the tutorials is for 2019. I will definitely take more courses from this presenter.

By Christine Cos on 3/31/2022

The look of the website has changed since 2019…it is now 2022. The program will only let you go back to 2020. I had to change the dates on the importation data sets to reflect 2020 so that it would work. I think this course need a serious update. Otherwise, I learned the basics and it was worth it.

By Vanessa Cultura on 10/22/2021

Thanks for this course. At least I know now how wave accounting works. A lot of startups use wave for their business. So I thought I needed to learn how it works.

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Overall Score : 90 / 100

Wave Accounting
Visit course on Udemy Write a review
  • Video Duration: icon 4.8h
  • Price: $54.99
  • Provider: icon Udemy
  • Updated: icon August 2021
  • Level: All Levels All Levels
  • Language: icon English
  • Certificate: icon Yes
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