Resolve issues with a connected bank feed

Use this article to disconnect and reconnect a bank feed in Sage Sole Trader when you have problems with a connected bank account.

If you have issues with a connected bank feed, you can often fix them by disconnecting and reconnecting the feed.

Before you start, make a note of the date your bank feed last brought through transactions. 

Follow these steps to disconnect and reconnect your bank feed:

1. From Banking, find the bank account you want to disconnect.
2. Select Actions, then select Disconnect bank.
3. In the pop-up window, select Disconnect bank to confirm.
4. Select Actions, then select Connect to your bank.
5. Enter the name of your bank or credit card provider in the search box.
6. Follow the on-screen steps to authorise the connection.
7. Confirm the date you want to start importing transactions from.
   
   TIP:

   Choose the day after the latest transactions you already entered. This avoids duplicate imported transactions.

After you reconnect your bank feed, Sage Sole Trader starts downloading transactions from the date you chose.

When they’re ready, the new entries appear on the Draft transactions page so you can check and save them.

If your bank feed is still not working as expected, try the following:

• Visit the bank feed status page to check whether a live incident is affecting your service: sage.com/bank-feed-status
• Check if your bank supports bank feeds, read our article if your bank feed isn't listed
• Resolve problems connecting a new bank feed

Alternatively, if your bank feed is unavailable, you can Import a bank statement.