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Manually importing a Bank Statement

Created on  | Last modified on 

Summary

How to import a Bank Statement manually into Sage Accounting.

Resolution

  1. Go to Banking then Transactions.
  2. Click Banking and select Bank or Credit Card from the drop-down.
  3. Click Import Bank Statements and choose the file type by Import File Type.
    • Ensure the Date Format matches the format you on your downloaded Bank Statement
  4. Click Browse and go to where you downloaded the statement.
  5. Select the file then Open and click Import.

Not all lines are importing, refer to Bank statement import - not all lines imported for guidance.