Sage 50 Bank Feeds Settings In Quickbooks Pro 2020 Desktop

Before you begin setting up your bank feeds, make sure you have your Sage Account number, which can be found on any Sage invoices, as well as your software Serial Number. By going to Help -> “About” the software, you may get the serial number. Once you’ve begun the setup procedure, you can’t access the screen without closing the window and restarting it.

To set up bank feeds for the first time, go to the Bank section of the programme and click the Bank Feeds icon (between the Activity and Reconcile buttons in the top menu bar). The Bank Feeds window appears and shows “Let’s get started.”

SAGE 50 bank feeds settings

Note: Before proceeding, the application will ask for your permission to connect the bank feeds to your data. Before beginning the procedure, the screen will ask for your Sage Account number and serial number (both of which must be accessible). You may use this to sign up for Bank Feeds.

Choose Add in the bank account window to choose your bank account. Begin typing your bank’s name. Select your bank account from the drop-down menu. If your bank account isn’t included in the drop-down menu, click Search and then pick your bank from the list of Matching Results.

❯❯ Add -> Close after entering your bank login information. Choose the Bank Accounts tab.

❯❯ Choose which account you wish to use. Close by clicking OK.

To know more about:

QuickBooks Download Bank Feed Transaction

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