Disconnect and reconnect a bank feed

Summary

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

Description

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 and export your bank rules.

Resolution

Before you disconnect and reconnect

Key points:

Disconnecting the bank feed deletes all unmatched transactions
The start date you choose when reconnecting affects your transactions. Choosing the wrong date can cause duplicates or gaps

What this means:

When you reconnect, you set a date for Sage to start downloading transactions again.

If you choose an earlier date than your last processed transaction, Sage will import duplicates. Choosing a later date could cause missing transactions.

TIP:

If the feed stopped during the day, it sometimes imports some but not all transactions for the last update day. Review your transactions carefully before deciding which date to use.

From Banking, find the bank account you want to disconnect.
Select Actions, then select Disconnect bank.
Read the warning message, then select Disconnect to confirm.
Now select Connect to bank.
Enter the name of your bank or credit card provider in the search box.
Follow the on-screen steps to authorise the connection.
Confirm the date you want to start importing transactions from.

After you reconnect your bank feed, Sage Accounting starts downloading transactions from the date you chose. If your bank rules have become inactive, read reassign bank rules. You can also reimport your bank rules if required.

When they’re ready, the new entries appear on the Transactions page so you can process them. For more guidance, follow our article to process bank feeds.

Next steps

NOTE:

Your bank requires you to reauthorise your bank feed every 90 days, otherwise your connection expires.

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
Fix a mismatch between your bank feed balance and bank balance
Resolve duplicate transactions in a bank feed
Resolve transactions missing in a bank feed

Or, if your bank feed's unavailable, you can import a bank statement.