| | Connect Sage Accounting to your bank |
| Description | When you link your bank to Sage Accounting, we'll check for new transactions every day and download them as soon as we can. |
| Resolution | Before you startInstructions for allowing cookies vary according to the internet browser software you're using. More details are on the following links: The following errors or behaviour may occur if your device is not set up to allow cookies:
| What you might see | When or where you might see it | | Error - We are having technical difficulties, please try again | Any time when connecting a bank feed | | In the search box a drop-down list of available bank feeds does not appear when you start typing. | When searching for bank accounts on the Connect your bank screen | | Error 402 | | Error 414 | When connecting to bank accounts |
Some banks will need you to log in to your bank account. Make sure you know the following:
Check if a feed is available for your bankWe can set up a bank feed for most bank accounts. Most banks have specific connections for the various types of bank account. It's important to know what type of bank account you have, for example a personal or business account.  NOTE: It's not possible to connect foreign currency bank feeds.
- From Banking find the tile of the bank account you want to connect.
- Select Actions, then select Connect to bank.
- Either check the name on the pre populated list of banks or enter the name of your bank or credit card company and bank account type in the search box.
If a bank feed is not available for your account, we recommend checking again soon. To bring in your bank transactions, you can: - Export transactions data from your online banking service as a digital file (CSV, QIF, or OFX) and then import your bank statement
- Enter transactions manually
Follow steps 1-3 in "Connect your bank feed" below. Select Tell us about it from the drop-down list when you search for your bank. 
Connect your bank feed- From Banking find the tile of the bank account you want to connect.
- Select Actions, then select Connect to bank.
- Enter the name of your bank or credit card company and bank account type in the search box.
- Follow the steps to authorise the connection with your bank.
- Accept the terms and conditions.
- Select Continue to log in to your bank account.
- Enter the details requested by your bank. For most banks, you'll need to know the following information:
- Your online bank account credentials including the username and password
- Your account number and sort code
- Your bank may send a code or message to your phone or email for extra security. Make sure you have access to the phone or email address registered with your bank
NOTE: For security purposes, you'll have to re-enter your online bank credentials every 90 days
- Once you've filled in all details and have completed any extra security checks, you'll return to Sage Accounting. It should take less than 30 minutes to authorise and then set up your feed. You can continue to use Sage Accounting while you are waiting.
- If your bank supports downloading historical transactions, enter the date you want to import them from.
Problems connecting your bank feed?Check out some common problems connecting a bank feed [BCB:299:UKI - Personal content block - Dane:ECB][BCB:303:UKI - Search override - Accounting IE:ECB][BCB:276:UKI - hide back button:ECB] |
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