Connect your online bank account (bank feeds)

Using bank feeds reduces manual processing and lowers the risk of processing errors.

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

 NOTE: You cannot connect foreign currency bank accounts. 

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 need the following information:
   • Your online bank account credentials including the username and password
   • Your account number and sort code
   • Your bank can send a code or message to your phone or email for extra security
      NOTE: For security purposes, you must re-enter your online bank credentials every 90 days
8. Once you fill in all details, it takes less than 30 minutes to authorise and set up your feed.
   You can continue to use Sage Accounting while you're waiting.
9. When prompted, enter the date that you want to download transactions from.
    NOTE: Most banks allow you to download the last 90 days. 

• Processing bank feeds
• Create bank rules
• Resolve issues with a bank feed