Does my bank support bank feeds? We support most major banks. Use the guide below to check:
How often do bank feeds update? Bank feeds update once a day after you connect your account. They don’t show a live balance. If your feed hasn't updated for more than three days, check the following guide:  TIP: A 1 day delay is normal.
How do I process transactions from my bank feed? Go to the processing bank feed guide for detailed steps.
Can bank feeds affect my online banking terms? Your bank can have specific requirements. Check with your banking provider.
How does multi-factor authentication work with bank feeds? Some banks ask for an extra code or PIN when you connect the feed. This provides an extra layer of security.
Can accountants manage bank feeds for clients? Yes. Once a client connects a bank feed, their accountant can manage it.
Why do websites ask to allow cookies? Cookies let the site keep you signed in, remember your preferences, and load bank data smoothly. Blocking cookies can affect how bank feeds work.
How do I disconnect a bank feed? You can disconnect a bank feed at any time.
How do I set up a bank feed for a new bank account? Disconnect a bank feed, then set up a new one using your updated banking details.
How do I manage user access to bank feeds? If you own the Sage account, you can manage user permissions in User Settings.
How can I check if my bank feed is working? Go to the bank feed status page for any known issues. Contact us if no transactions download for more than three days.
How do I handle a transaction that needs different VAT rates? Use the Split feature to apply more than one VAT rate.
Can I import older bank statements while bank feeds are active? Yes. Disconnect the feed, import your statement, then reconnect it.
Why can’t I find the ledger account I need? Start typing the account name to narrow the list. If you still don’t see it, check its visibility in the Chart of Accounts.
Why are some transactions missing from my bank feed? Confirm the transactions appear on your online bank statement. Also check that you haven’t already processed the transactions.
How do I record a refund from a bank feed? Use the relevant guidance: |