If you have issues with a connected bank feed, you can often fix them by disconnecting and reconnecting the feed.
Before you start, make a note of the date your bank feed last brought through transactions and export your bank rules.
Cause
Resolution
Before you disconnect and reconnect
Key points:
Disconnecting the bank feed deletes all unmatched transactions
The start date you choose when reconnecting affects your transactions. Choosing the wrong date can cause duplicates or gaps
What this means:
When you reconnect, you set a date for Sage to start downloading transactions again.
If you choose an earlier date than your last processed transaction, Sage will import duplicates. Choosing a later date could cause missing transactions.
TIP:
If the feed stopped during the day, it sometimes imports some but not all transactions for the last update day. Review your transactions carefully before deciding which date to use.
From Banking, find the bank account you want to disconnect.
Select Actions, then select Disconnect bank.
Read the warning message, then select Disconnect to confirm.
Now select Connect to bank.
Enter the name of your bank or credit card provider in the search box.
Follow the on-screen steps to authorise the connection.
Confirm the date you want to start importing transactions from.
After you reconnect your bank feed, Sage Accounting starts downloading transactions from the date you chose. If your bank rules have become inactive, read reassign bank rules. You can also reimport your bank rules if required.
When they’re ready, the new entries appear on the Transactions page so you can process them. For more guidance, follow our article to process bank feeds.