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Setting up Sage Bank Feeds consists of connecting to the service, entering your banking information, and then turning on the feed.
To connect to Sage Bank Feeds:
Note: You need your online banking information.
- In the Home window, click Banking on the navigation pane.
- In the Tasks pane, right-click the Match Bank Transactions icon and select Match Transactions.
- Click Connect to Sage Bank Feeds.
- Provide a primary email address for Sage Bank Feeds.
- Agree to the Terms and Conditions and click Get Started.
- Select your bank.
Note: You can also search for a bank.
- Enter your banking credentials and select the account.
Note: If you change to a different account, you may have to re-enter your banking credentials again.
- Choose a Start date for your historical transactions. The system will attempt to download historical transactions as of that date.
- Click Process.
To get transactions from your bank:
- In the Home window, click Banking on the navigation pane.
- In the Tasks pane, right-click the Match Bank Transactions icon and select Match Transactions.
- Click Get Transactions.