Import bank transactions

You can import bank transactions into Accounting either by connecting your bank account or importing your bank statement.

Once imported, save time and apply bank rules to automatically create transactions in Sage. Once a bank rule is created, it is instantly applied to your next batch of incoming bank transactions.

Connect your bank account

Connect Sage to your bank with a secure bank feed. 

Set up a bank feed.

Import a bank statement

You can upload transactions from a bank statement using a QIF, CSV or other file types.

Import your bank statement.

If your bank statement is only available in PDF format, consider using AutoEntry to convert it into a CSV file and export it directly into Sage Accounting.

Import your statement using Import a bank statement using AutoEntry.

Create bank transactions with bank rules

Bank rules are a set of criteria that you define and  applied to incoming bank transactions. Use them with bank accounts connected to a bank feed or when you import a statement.

Read about how to create bank rules.