A bank feed is a secure connection between your bank account and Sage Accounting. We import transactions from your bank, ready for you to check and save.
NOTE:
You can't connect foreign currency bank accounts.
Before you start
Have your online banking details ready
Make sure you can access the phone or email address registered with your bank
You can connect bank accounts and credit card accounts, not cash accounts
You'll need to re-link your bank connection every 90 days
Cause
Resolution
From Banking, select Bank accounts.
Find the bank account you want to connect, then select Connect a bank.
NOTE:
You won't find the Connect a bank option on Cash type accounts, as these accounts are cash in hand.
Select your bank from the list of top banks, or search for your bank by name.
Read the bank connection terms, then confirm that you accept them.
Log in to your bank, then follow the on-screen steps.
Select the account you want to connect.
Choose when to import your transactions from. Select today, or pick a custom date.
Check the details on the review screen, then confirm your connection.
What happens next
Your transactions start downloading from the date you selected. The first download can take up to 72 hours to complete.