If you need to manually import some bank transactions, in v30.1 and above you can easily import them. This is also supported when you have a bank feed connected. 

Importing transactions without a Bank feed set up

You can set up your bank account for importing without setting up a Bank feed. 

Importing transactions with a Bank feed set-up

If you already have a Bank feed set up, you can still import your transactions manually if you need to.

Import your bank transactions file

After opening the import wizard from your Bank feeds screen:

1. Click Continue on the Welcome to the Bank feeds import feature window.
2. In the Upload your file section, click Select a file from your device.
   
3. Browse to the bank statement file, and click Open.
    NOTE: We support the following file types: .BAI, .XML, .TXT,.OFX,.ASO,.QBO,.QFX,.QIF, .XLS, .XLSX. 
4. If you need help formatting your file correctly, click Open file import guide to see more information about this, including access to import templates.
    NOTE: The additional columns mentioned on the templates are not supported by Sage 50 Accounts at this time.  
5. Once your file is ready to be imported, click Review transactions.
6. If prompted, select the correct date order that the dates are displayed in your file:
   
   Click the relevant option, then click Continue.
7. On the Review transactions screen, check that your transactions are correct:
   
    TIP: If you need to change transaction types so that money in transactions is negative, click Switch transaction types and we'll change this over for you and reprocess the imported file.  
   
8. Once you're happy with the transactions, click Confirm import.

The transactions you've imported will now show in the To be matched tab, ready for you to match with your Sage transactions. Find out more about matching transactions here >