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Troubleshoot bank feed issues

Created on  | Last modified on 

Summary

Steps to resolve Bank feed errors in Sage 50 Accounts.

Description

TIP: You can check for any issues with services, including Bank feeds, on our status page.

If the issue persists, follow the steps below.

Resolution

Before you start, check that your data path doesn't include a domain name as this can cause unexpected errors.

If you’re having issues using or setting up bank feeds, you can use these steps to help you resolve the following:

  • Setup issues
  • Duplicate transactions
  • Missing transactions
  • Refreshing issues

 NOTE: If you see the error, 'The page you’re looking for is either removed or not accessible', check your Sage Accounts data service version. The version needs to be the same on each computer.  

See a list of compatible banks.

Is your problem with an existing Bank feed or connecting a new bank feed?

Existing feedConnecting a new feed

Select what the issue relates to.

Other IssuesBack

Before you start

Stop and restart the Sage services on the computer that holds your data.

If the issue persists

The resolution depends on whether you receive an error when either connecting to Bank feeds or downloading transactions.

I have an errorNo errorBackRestart

Select the version you’re having an issue connecting the feed.

To check the version number you’re using to continue;

  1. Click Help, then About.
  2. Under the left column, the version number is displayed under Program Details.
V29.2 or abovev29.0 or belowRestart

Connect your bank

  1. Go to Bank feeds then click Connect Bank.
  2. In the Bank Feeds window, ensure the correct Country is selected.
  3. Use the Find your bank box to search for your bank, or select it from the list under Or choose from these banks.

If your bank isn’t listed, then it's not supported by Bank Feeds.

If it's listed but the issue persists, click Next.

NextBackRestart

Bank Feeds Availability Checker

  1. Go to Bank accounts.
  2. Highlight the relevant Bank account nominal, then click Bank feeds.
  3. Select Other Banks.
  4. Search for your Bank name.

If your bank isn’t listed, then it's not supported by Bank Feeds.

If it’s listed and you still have an issue, click Next.

NextBackRestart

To resolve this restart the computer where your data's held.

If the issue persists after restarting the computer, contact Sage support on 0191 479 5955.

BackRestart

If there's no error message, you need to wait five working days then you can disconnect and reconnect Bank feeds.

If the issue persists after reconnecting, contact Sage support on 0191 479 5955.

BackRestart

Can you login online to your banking provider? 

YesNoBackRestart

Can you login online to your banking provider? 

YesNoBackRestart

Restart your machine where the data is held.

If the issue persists, contact us on 0191 479 5955.

BackRestart

If you can't log in to your online banking provider, please contact them to reset it, then try again.

BackRestart