Prepare to connect your bank account

Summary

Here's some things to check over before you connect your bank to Sage Accounting.

Description

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 allows cookies to help avoid any issues
If you have more than one account with the same login, connect each of the accounts separately

▼More about allowing cookies

Instructions for allowing cookies vary according to the internet browser software you're using. More details are on the following links:

The following errors or behaviours can occur if your device doesn't allow cookies:

What you see	When or where you see it
Error - We're having technical difficulties, please try again	Anytime when connecting a bank feed
In the search box, a dropdown list of available bank feeds doesn't appear when you start typing	Searching for bank accounts on the Connect your bank screen
Error 402	Searching for bank accounts on the Connect your bank screen
Error 414	Connecting to bank 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 can send a code or message to your phone or email for security. You'll need 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 ninety 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 accounts. 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.

▼ Available bank feeds

From Banking find the tile of the bank account you want to connect.
Select Actions, then select Connect to bank.
Check the pre-populated list of banks or enter the name of your bank in the search box.

If a bank feed isn't available for your account, we recommend checking again soon.

▼ What if there's no bank feed for my account?

To bring in your bank transactions, you can:

Export a transaction data file from your online banking (CSV, QIF, or OFX) and then import your bank statement
Enter transactions manually

To request a bank feed, follow steps 1-3 in Connect your bank feed. Select Tell us about it as below:

What's next?

Visit Connect your bank account to learn more.