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Set up Bank feeds

Created on  | Last modified on  Highlight Matches

Summary

This guide shows you where to find help setting up Bank Feeds in Sage 50cloud Accounts.

Action

´╗┐Bank feeds saves you time by connecting your software securely to your live bank accounts. In just a few clicks you can download bank account transactions and post them automatically into your software. 

To set up Bank feeds, make the following quick checks then in the Next Steps section choose the option that applies to you. 

  1. Log into your software as manager.
  2. To check if you've already connected your Sage account to this company, click the Settings menu. If you can't see a Connected Services Settings option, you're not yet connected.

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  3. To check your software version click Help, then click About.

Next Steps