Setting up bank feeds

Summary

How to set up a bank feed in Sage Accounting.

Resolution

 

  1. Go to Banking then Transactions.
  2. Click Manage Bank Feeds.
  3. Select Accept our Terms and Conditions.
  4. Click Continue and select your bank.
  5. Enter your online banking details and select your bank account.
  6. Enter the OTP or Authorisation code if applicable.
  7. Select a start date and link the bank feed to your bank in Sage Accounting.
  8. Click Save and verify the first import date.
  9. Select refresh rate and click Save.

NOTE:

The bank feed will start to download in 24 hours.

Easy to use payroll software for small businesses

Pay employees on time with ease using Sage Payroll, the tax-compliant solution built for small businesses.

Find out more

Image

 

 

Solution Properties

Solution ID
201020105444020
Last Modified Date
Mon Feb 09 07:16:36 UTC 2026
Views
0