Set up Bank feeds and connect your Sage account

How to set up Bank feeds in Sage 50 Accounts v29.2 and above.

If you haven't yet connected your Sage account to your software for bank feeds, follow the steps below. You can then set up bank feeds in your software.

 NOTE: This feature is only available in Sage 50 Accounts v29.2 and above. If you're using a previous version, upgrade to the latest version here.

Before you start

• The person managing accounts data and users set up Bank Feeds 
• Ensure your online banking credentials are to hand as your bank can prompt you to enter these

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Connect your Sage account

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

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Set up Bank feeds

1. Go to Bank feeds then select Connect bank.
2. In the Bank Feeds window, select the correct Country.
3. Use the Find your bank box to search for your bank. Or, you can select it from Or choose from these banks list.
   
   TIP: Can't see your bank? Type the name of your bank in the search box. Then click Tell us about it so we can add it in the future.
   
   
   
   
    
4. After selecting your bank name, click Continue then follow the on-screen instructions to connect to your bank. These steps are unique to your bank and can ask you to enter your online banking credentials.
   
   
5. In Download starting from, select the historical date to start downloading transactions from, then click Continue.
   
   NOTE: The start date must be in the last 90 days. This can be later depending on your bank.
   
   
   
   A window appears either confirming the connection, or with further authorisation steps from your bank.
   
   
   
   
6. To complete the setup, click Finish.

You've now set up your Bank feed connection.

 

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Next steps

If your bank authorised the connection straight away during setup, you're now ready to start using Bank feeds.

Some banks require you to send a physical authorisation form. Authorisation can take up to ten working days. Once you've had your connection authorised, you can start using Bank feeds.