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Import bank statement

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How to import bank transactions from a file downloaded from your bank in Sage Accounting.


What you need to know

Once your statement has been uploaded you can also:

  • Apply bank rules to transactions to automate the process, saving you time
  • Bulk delete any duplicate transactions before importing them

Download your bank statement

Log in to your online banking service and download your bank statement.

You need to make sure you download the file as one of the following types:

  • OFX
  • QIF
  • CSV
  • XLS

Import your statement

Review bank transactions

The number of imported transactions from your statement are shown on the Banking page. Select the number to view all transactions on the incoming bank transactions page.

The Imported from statement message shows each transaction that has been imported from your bank statement.

Match, create or transfer transactions

For each transaction you need to choose whether to:

Help with importing a statement

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