Setting up a third-party login for Wave gives your Bench bookkeeping team view-only access to your Wave Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

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• Access to your Wave Account

1. Open the top-right menu by clicking your business name

2. Click ‘Business settings’

3. Under User Management, select Manage users

4. Select the 'Viewer' role (read-only access)

5. Enter the following information:

First Name: Bench

Last Name: Accounting

Email Address: thirdpartylogins+business.name@bench.co

6. Click 'Invite user'

7. Message your bookkeeper to let them know this has been completed as the email invite link is not a monitored email.

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After you have informed your bookkeeper, they will finish the setup on their end. Once access is confirmed, they'll be able to pull your Wave reports directly, no action needed from you going forward.

I'm not sure what to use for the email address.
‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

Wave Support: Link

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