ARCHIVE: How to set up Bank Feeds

Set up Bank Feeds

1. Choose Banking in the navigation pane on the home page.
2. Right-click the Match Bank Transactions icon and select Match Transactions.
3. Select Connect to Sage Bank Feeds.
4. Provide a primary email address for Sage Bank Feeds.
5. Agree to the Terms and Conditions and click Get Started.
6. Select or search for the bank.
7. Enter the banking credentials and choose the account.
8. Choose a Start date for historical transactions. The system will attempt to download historical transactions as of that date.
9. Click Process.

Get transactions from the Bank

1. Choose Banking in the navigation pane on the home page.
2. Right-click the Match Bank Transactions icon and select Match Transactions.
3. Click Get Transactions.

Note: Getting transactions is a manual process and will not occur automatically.