| Sage Bank Feeds(Banking Cloud): Define a Bank Account or Credit Card Account setup in Sage Accounting |
Description | The below steps will guide a user in creating a bank account or credit card account in order to link Sage Bank Feeds. |
Resolution | Click on Banking > Lists > List of Banks and Credit Cards and follow these simple steps: Click on the Add a Bank or Credit Card button.
- Enter Bank Account Name
- Create a Category to group this bank account (optional)
- Select the Default Payment Method for this account
- Enter the Bank Name
- Enter the Account Number (optional)
- Enter the Branch Name (optional)
- Enter the Branch Code/BSB (optional)
- Enter the Opening Balance for this bank account
- Enter the Opening Balance Date for this bank account
- Provide any description to this bank account (optional)
- Tick "Active" if this bank account is active and will be used in the system*
- Tick "Default" if you wish to mark this bank account as the default account to appear when you go to Banking page*
- Click on Save.
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