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Connect Sage Accounting to your bank

Created on  | Last modified on 

Summary

How to connect your bank to Sage Accounting.

Description

When you link your bank to Sage Accounting, we'll check for new transactions every day and download them as soon as we can.

Resolution

Before you start

  • Make sure you have a bank account set up in the Banking area of Sage Accounting
  • Check if a feed is available for your bank and account type
  • Ensure the browser you're using is set up to allow cookies from other websites to avoid any issues
  • If you have more than one account with the same login, you'll need to set a bank feed for each of your accounts

Some banks will need you to log in to your bank account. Make sure you know the following:
  • Online bank account credentials including the username 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 extra security, you'll have to re-enter your online bank credentials every 90 days

Check if a feed is available for your bank

We can set up a bank feed for most bank accounts. Most banks have specific connections for the various types of bank account. It's important to know what type of bank account you have, for example a personal or business account.

 NOTE: It's not possible to connect foreign currency bank feeds.  


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. For most banks, you'll need to know the following information:
    • Your online bank account credentials including the username 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 
       NOTE: For security purposes, you'll have to re-enter your online bank credentials every 90 days
  8. Once you've filled in all details and have completed any extra security checks, you'll return 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.
  9. If your bank supports downloading historical transactions, enter the to import them from. 

Problems connecting your bank feed?

Check out some common problems connecting a bank feed

Related Solutions

´╗┐Check your bank feed

Process incoming bank transactions