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Connect Sage Accounting to your bank

Created on  | Last modified on 

Summary

How to connect your bank to Sage Accounting.

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Before you start

Some banks will need you to log in to your bank account. Make sure you know the following:

  • Online bank account credentials including the user name and password
  • Your account number and sort code
  • Your bank may send a code or message to your phone or email for extra security. Make sure you have access to the phone or email address registered with your bank
  • For additional security, you'll have to re-enter your online bank credentials every 90 days

Check if a feed is available for your bank

We are able to set up a bank feed for most bank accounts. Know your account type (personal or business) as banks provide specialised services and connections for each.

 NOTE: At the moment it's not possible to connect foreign currency bank feeds.  

What if my bank account isn't supported?

To bring in your bank transactions, you can:

  • Export transactions data from your online banking service as a digital file (CSV, QIF, or OFX) and then import your bank statement
  • Enter transactions manually

If you want to request a bank feed follow steps 1-3 in Connect your bank feed below. Select Tell us about it from the drop-down list when you search for your bank. 
 NOTE: We can't guarantee that we will definitely be able to set up the bank feed. It may take some time to be set up.    

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Connect your bank feed

  1. From Banking find the tile of the bank account you want to connect.
  2. Select Actions, then select Connect to bank
  3. Enter the name of your bank or credit card company and bank account type in the search box.
  4. Follow the steps to authorise the connection with your bank.
  5. Accept the terms and conditions.
  6. Select Continue to log in to your bank account.
  7. Enter the details requested by your bank. 
  8. For most banks you'll need to know the following information:
    • Your online bank account credentials including the user name and password.
    • Your account number and sort code.
    • Your bank may send a code or message to your phone or email for additional security. Make sure you have access to the phone or email address registered with your bank.
       NOTE: For additional security, you'll have to re-enter your online bank credentials every 90 days. 
  9. Once you've filled in all details and have completed any additional security checks, you are returned to Sage Accounting. It should take less than 30 minutes to authorise and then set up your feed. You can continue to use Sage Accounting while you are waiting.
  10. If your bank supports downloading historical transactions, enter the date you want to import transactions from.

Problems connecting your bank feed?

Check out some common problems connecting a bank feed

 




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