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Connect a bank feed

Created on  | Last modified on 

Summary

How to connect a bank feed in Sage Accounting. A bank feed creates a secure link that imports your bank transactions for you.

Description

A bank feed is a secure connection between your bank account and Sage Accounting. We import transactions from your bank, ready for you to check and save.

NOTE:

You can't connect foreign currency bank accounts. 

Before you start

  • Have your online banking details ready
  • Make sure you can access the phone or email address registered with your bank
  • You can connect bank accounts and credit card accounts, not cash accounts
  • You'll need to re-link your bank connection every 90 days

Resolution

  1. From Banking, select Bank accounts. 
  2. Find the bank account you want to connect, then select Connect a bank.

    NOTE:

    You won't find the Connect a bank option on Cash type accounts, as these accounts are cash in hand.

  3. Select your bank from the list of top banks, or search for your bank by name.
  4. Read the bank connection terms, then confirm that you accept them.
  5. Log in to your bank, then follow the on-screen steps.
  6. Select the account you want to connect.
  7. Choose when to import your transactions from. Select today, or pick a custom date.
  8. Check the details on the review screen, then confirm your connection.

What happens next

Your transactions start downloading from the date you selected. The first download can take up to 72 hours to complete.

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