| | Prepare to connect your bank account |
| Description | Before you start - Make sure you have a bank account set up in the Banking area of Sage Accounting
- Check if a feed is available for your bank and account type
- Ensure the browser you're using allows cookies to help avoid any issues
- If you have more than one account with the same login, connect each of the accounts separately
Instructions for allowing cookies vary according to the internet browser software you're using. More details are on the following links: The following errors or behaviours can occur if your device doesn't allow cookies: | What you see | When or where you see it | | 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 | Searching for bank accounts on the Connect your bank screen | | Error 402 | | Error 414 | Connecting to bank accounts | Some banks will need you to log in to your bank account. Make sure you know the following: - Online bank account credentials including the username and password
- Your account number and sort code
- Your bank can send a code or message to your phone or email for security. You'll need access to the phone or email address registered with your bank
- For extra security, you'll have to re-enter your online bank credentials every ninety days
Check if a feed is available for your bank We can set up a bank feed for most bank accounts. Most banks have specific connections for the various types of bank accounts. 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.
- Check the pre-populated list of banks or enter the name of your bank in the search box.
If a bank feed isn't available for your account, we recommend checking again soon. To bring in your bank transactions, you can: - Export a transaction data file from your online banking (CSV, QIF, or OFX) and then import your bank statement
- Enter transactions manually
To request a bank feed, follow steps 1-3 in Connect your bank feed. Select Tell us about it as below: 
What's next? Visit Connect your bank account to learn more. |
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