Set up bank feeds in Sage 50 Accounts v27 - v29.0

Before you start

Complete the preparation tasks for bank feeds

Check your connected services setup

To check if you've connected your Sage account:

1. Log in to your software as Manager.
2. Go to the Settings menu.

• If there's no Connected Services Settings option, you need to connect your connected services
• If the Connected Services Settings option exists, you can continue to set up bank feeds

Connect your Sage account

1. Click Bank accounts, then click the bank record you want to connect to your bank.
2. Click Bank feeds then click Continue.
   
3. Enter your First Name and Last Name then click Yes, I am the right person.
4. Check your company information is correct, then click Continue.
5. If you have a Sage account login, enter your login details, click Log in then continue to step 9.
6. If you don't yet have a Sage account, click Create account.
7. Enter your details, enter and confirm the password you want to use, then click Sign Up.
8. Check your emails and enter the verification code you've received, then click Continue.
9. When the Success Your company is now connected window appears, click Close.

Set up Bank feeds

1. Log into Sage 50 Accounts as manager.
2. Go to Bank accounts and highlight your bank record.
3. Select Bank feeds.
4. In the Bank Feeds window, choose your Country.
5. In the list of popular banks, select your bank.
   
   
   
   TIP:

   If you can't see your bank, type its name in the search box, then select Tell us about it.

    
6. Select Next, click Sign in then follow the on-screen instructions to connect to your bank. These steps are unique to your bank and can include entering your online banking credentials.
   
7. In the Start date, select the date from which you want to start downloading transactions, then click Process.
   
   NOTE:

   The start date must be in the last 90 days, but can be later depending on your bank.

   
   
   A window appears either confirming the connection, or providing any further authorisation steps required by your bank.
   
   
   o complete the setup, click Finish.

You've now set up your Bank feed connection. 

Next steps

You can start using bank feeds once your connection activates.

Upgrade your licence

Growing business? Add more companies, users, or employees to your licence with ease. Leave your details and we’ll be in touch.