This article provides an overview of Sage Bank Feeds integration into Sage Accounting along with links to articles to guide you to setup and manage Sage Bank Feeds.

You connect a bank account in Accounting to your bank account's online banking service by setting up a bank feed.

By using bank feeds businesses benefit by enabling the automation of large portions of manual transactional bookkeeping work with data flowing seamlessly from banks into accounting software - freeing up significant amounts of time as businesses drive to increase efficiency and productivity.

With a bank feed connected, we regularly check your online bank account for new activity and download transactions automatically.

We rely on your bank to send us this information, so you may not see the very latest transactions from your online banking service in Accounting.

Most banks send details of new transactions once a day, for the previous day.

As with the manual import of bank statements, it is important that you reconcile your bank account balance in Sage to the actual balance in your online banking system regularly. Bank Feeds are reliable but transactions can sometimes be missed due to the timing of when the bank changes a transaction from pending to cleared and processed. If you have missing transactions you should enter them manually.

The following steps summarizes the process to add a Sage Bank Feed (click on each article to access the respective and detailed steps) or View our Bank Feed Walkthrough

1. Before Setting up your Bank Feeds
2. Define a Bank Account or Credit Card Account setup in Sage Accounting
3. Setup a Bank Feed
4. Manage Bank Feeds
5. Linking your Bank Feeds to another account
6. Deactivating your account
7. Updating your Internet banking login details
8. Creating additional bank feeds

Troubleshooting Sage Bank Feeds

General troubleshooting

• If you’re not receiving any new feeds, they could be delayed. After 15 minutes you can refresh your bank feed to check for new transactions.
• Log into your online banking service to confirm your password and security information is correct and that you’ve entered the same information in Sage Accounting. Ensure that you are logging in via a web browser and not a mobile app.
  
  
• Manually type in your login details, and do not used the details saved in the browser.
  
  
• Log in to your online banking service to check that there are no outstanding changes to the terms and conditions that you must accept, including outstanding messages.
  
  
• Ensure that the language on your online banking is set to English. Sage Bank Feeds only works with English. If you are unsure how to change this, please consult with your bank.
  
  
• Check that the details you have entered on the Manage Bank Feeds screen are now correct. Log out of your banking and attempt reconnecting on Sage Accounting.

The below articles provide steps one can use to further troubleshoot problems on Sage Bank Feeds

• Error "Sorry, we are unable to process your request"
  
  
• Problems connecting a bank feed
  
  
• This Sage Bank Feed Account requires authorization of Bank Account credentials
  
  
• Downloading your banking transaction data
  
  
• Common Errors on Sage Bank Feeds

There are occasions where the banking site is unavailable to 3rd party integrations. This could be due to an upgrade or maintenance on the banking site. You can find the status of your bank here - Bank Feed Status Page