Before you start

• Ensure you have your online banking credentials to hand as your bank may prompt you to enter these.
• If you use Sage 50 Accounts v27 and are using Remote Data Access, make sure you're at the main site.

Set up Bank feeds

1. Log into Sage 50 Accounts as manager.
2. Click Bank accounts, click the bank record you want to connect to your bank, then click Bank feeds.
3. In the Bank Feeds window, select your Country, then in the list of popular banks, click your bank.
   
   
   
   
   Can't see your bank?
   
   

   Select Other Banks then search for your bank. If it's not there, log a request by clicking Can't find your bank?  

4. Click Next, click Sign in then follow the on-screen instructions to connect to your bank. These steps are unique to your bank and may include entering your online banking credentials.
   
   
5. Next, in Start date select the historical date from which you want to start downloading transactions, then click Process.
   
   NOTE: The date must be in the last 90 days and may need to be later depending on your bank.
   
   
   
   A window appears either confirming the connection, or providing any further authorisation steps required by your bank.
   
   
   
   
6. To complete the setup, click Finish.

You've now set up your Bank feed connection! 

Next steps

If your bank authorised the connection straight away during setup, you're now ready to start using Bank feeds. If your bank requires a physical authorisation form to be sent, it may take up to ten working days.

Once your connection is authorised you can start using Bank feeds.

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