Problems finding a bank feed for your bank If a bank feed isn't available for your account, we recommend checking again soon. New feeds get added regularly. In the meantime, you can either: Problems connecting a bank feed Here's some troubleshooting tips if you're having problems connecting to your bank. - Log in to your bank account to check you can access it.
- Accept any changes to terms and conditions, as this can block our connection.
- Enable third-party connections for your account.
Try connecting again. Check your browser allows cookies Before setting up a bank feed, ensure your browser allows cookies from other websites. If you see the following errors or behaviour, your device currently doesn't allow cookies: Issues | Scenario | Error - We're having technical difficulties, please try again | Anytime when connecting a bank feed | In the search box, a drop-down list of available bank feeds doesn't appear when you start typing | When searching for bank accounts on the Connect your bank screen | Error 402 | When searching for bank accounts on the Connect your bank screen | Error 414 | When connecting to bank accounts | Instructions for allowing cookies vary according to the internet browser software you're using. For more information, check below: Still unable to connect to your bank? You can try the following: - Enable popups for all sites within your web browser settings
- Disable any browser extensions
- Disable any web antivirus
- Try connecting in a different browser
You can change these settings back after you have successfully connected. Try using a different device to access Sage Accounting to connect to your bank feed. Problems with a bank feed you've already connected Here are some troubleshooting steps when transactions are missing or duplicated from your bank feed. Bank feeds checks for new transactions once a day, typically in the morning. If you have transactions in your bank account that haven't imported, we recommend that you: - Check the Bank feed status page on the Sage website with known problems
- Check if your bank feed needs re-authenticated. For security, you must reauthorise it every 90 days. We’ll notify you with a message at the top of the page. Click 'Enter Credentials' to reauthorise. For more details, read Reauthorise a bank feed
How you delete these depends on when you notice the duplicate transactions. If you have: - Only imported from your bank feed. Discard the duplicated transactions from the bank feed
- Created the duplicate transactions in Sage Accounting. Delete any transactions from the bank account (Activity tab). We recommend you delete transactions before reconciling your bank account
- Reconciled your bank account. Delete the transactions from your bank activity in the same way. We update the starting balance of your next bank reconciliation to reflect the deleted transaction. Delete bank transactions
- Included them on a submitted VAT return. Create a reversal transaction to clear the value from the bank account. For more information, read Correct transactions included on a VAT return
Sometimes, there's a difference in the Balance to the Bank Balance. Manual transactions generate the Balance. The Bank Balance comes from your bank feed connection. This can happen if there are missing or duplicated transactions in your account or if you haven't processed all transactions in your bank feed. Process all transactions, delete duplicates, and manually enter any missed transactions. Still having problems? Contact our customer support team. [BCB:299:UKI - Personal content block - Dane:ECB] [BCB:302:UKI - Search override - Accounting UK:ECB] [BCB:276:UKI - hide back button:ECB] |