Online banking login details

To set up bank feeds, you need your online banking login details to hand.

Check your bank is compatible

1. In Sage 50 Accounts, click Bank feeds.
2. Locate the bank account you want to connect to bank feeds in the list.
3. Click Connect bank.
4. If you haven't connected, a Sage account message appears, click Continue. 
   ▼ View the details on the message

   • • Enter your First Name and Last Name.
       
       Make sure you're the right person to do this. These details are used to manage all your online connected services for this company.
       
       
     • Click Yes, I am the right person.
     • Check and, if required, amend your company information, then click Continue.
     • Enter your Sage account Email and Password and click Log in and continue to step 9.
       
       If you don't have one, click Create account then follow the steps to create one.
       
       
     • Enter your Name, Password and Confirm Password, then click Sign Up.
       
       
     • Check your emails and enter the Code you've received, then click Verify email.
     • The Success! Your company is now connected window appears, click Close.
       
       You're now returned to the relevant features setup.
5. On the Connect your bank screen, select the right country.
   
   Use the Find your bank search box to enter your bank's name. Or select it from the Or choose from these banks list. If your bank doesn't appear, it's not currently available for Bank feeds.
   
   
6. After finding your bank, select it, click Continue, then log in via your Online Banking. [BCB:359:UKI - Bank Feeds Security:ECB]