Sage Bank Feeds is an online banking service that you can use to securely connect to your bank account and retrieve bank transactions.
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Connect to Sage Bank Feeds
You can connect to the Sage Bank Feeds service and then add your bank accounts. Learn more
Enable or disable a bank account
When you connect to Sage Bank Feeds and add an account, the account's status is Enabled, which means you can download transactions. You can also disable a bank account. At any time, you can change an account's status from Disabled to Enabled.
Note: If you have already downloaded transactions and disable an account, any transactions that you downloaded are not affected by disabling the account.
To disable a bank account after downloading transactions:
- In the Home window, on the Setup menu, select Settings. Open Company, and select Bank Transactions.
- Click Enabled beside the bank account to it change to Disabled.
Rename a bank account
After you add a bank account, you can give the account a different name. The new name will also be used in the Match Transactions window.
To rename a bank account:
- In the Home window, on the Setup menu, select Settings. Open Company, and select Bank Transactions.
- In the Name column, click on the bank name you want to modify and type in the new name.
Disconnect an account from Sage Bank Feeds
- In the Home window, on the Setup menu, select Settings. Open Company, and select Bank Transactions.
- Click Remove to disconnect that bank account.