FAQ - Importing bank transactions

You have two options:

• Upload a bank statement file
• Set up a direct bank feed. See How to set up Bank Feeds

You can import transactions with your connected bank feed. Connect the bank for recent and new transactions while importing older transactions that the bank feed can’t retrieve.

Import is only available for Chequing, Credit Cards, and Savings accounts. It isn’t available for Cash in Hand, Loan, or Other accounts. See Bank account types in Sage Accounting

You can’t import transactions to a foreign currency bank account.

You have four options for each transaction:

• Create a new receipt, payment, or payment on account
• Match to an existing invoice or recorded transaction
• Transfer money to another business bank account
• Discard the transaction if you don’t want to import it

See the Related Solutions section below for the detailed steps.