Sage 50 Accounts - Yorkshire/ Clydesdale Bank Feeds

NOTE: If you're using Sage 50 Accounts v27, you must be at the main site. 

1. Disconnect from Yorkshire or Clydesdale Bank

Before you disconnect your bank feed, we recommend you make notes of any bank rules you have set up as these need to be set up these again after you reconnect. 

1. Log into Sage 50 Accounts as manager.
2. Click Bank accounts.
3. Double-click the required bank account.
4. Under the Sage Bank Feeds section of the Account Details tab, click Disable Sage Bank Feeds.
5. Click Save.

2. Connect your bank feed to Virgin

1. Click the bank record you want to connect to your bank, then click Bank feeds.
2. In the Bank Feeds window, select your Country.
3. Click Other Banks, then enter Virgin and select the relevant option.
4. 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.
   
5. Next, in Start date select the historical date from which you want to start downloading transactions, then click Process.
   A window appears either confirming the connection or providing any further authorisation steps required by your bank.
6. To complete the setup, click Finish.

You've now set up your Bank feed connection! 

Next steps

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

Once your connection is authorised you can set up your bank feed rules.