Set up Bank feeds and connect your Sage account

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

Let's do this now.

Before you start

• We recommend Bank feeds is set up by the person who manages the accounts data and users
• Ensure you have your online banking credentials to hand as your bank may prompt you to enter these
• To check your bank is compatible for bank feeds use our guide 'How do I check my bank is compatible with 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. In the Bank Feeds window, select your Country, then in the list of popular banks, click your bank.
   
   TIP: Can't see your bank? Select Other Banks then search for your bank. If it's not there, click Can't find your bank? to log a request to add your bank to the Bank Feeds service.  
   
   
   
    
2. Click Next, click Sign in then follow the on-screen instructions to connect to your bank. These steps are unique to your bank and may include entering your online banking credentials.
   
   
3. Next, in Start date select the historical date from which you want to start downloading transactions, then click Process.
   
   NOTE: The start date must be in the last 90 days and may need to be later depending on your bank.
   
   
   
   A window appears either confirming the connection, or with further authorisation steps from your bank.
   
   
   
   
4. To complete the setup, click Finish.

Next steps

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

Upgrading your licence

Need a little more room? To add extra companies, users, employees or more to your software licence, leave your details and we'll be in touch.

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