Connect to Sage Bank Feeds

To connect to Sage Bank Feeds:

1. From the Tasks menu, select Account Reconciliation.

The Account Reconciliation window appears.

2. In the Account to Reconcile field, enter or select the account you want to reconcile.
3. From Bank Feeds, select Connect to Bank Feed .

   Note: On the Banking Navigation Center in the , you can also select an account and click Connect Bank Feed.

4. Provide a primary email address for Sage Bank Feeds.
5. Agree to the Terms and Conditions and click Get Started.
6. Select your bank.

   Note: You can also search for a bank.

7. Enter your banking credentials.
8. Choose a Start date for your historical transactions. The system will attempt to download historical transactions as of that date.
9. Click Process.

To disconnect from Sage Bank Feeds:

1. From the Tasks menu, select Account Reconciliation.
2. In the Account to Reconcile field, enter or select the account you want to reconcile.
3. From Bank Feeds, select Disconnect.

Note: Any transactions that you downloaded through Sage Bank Feeds are not affected by disconnecting.

Published: March 11, 2019
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