Resolve bank feed connections

Identify and fix issues in connecting Accounting to your bank account.

Depending on your bank and account type, there are two different ways that we connect to your account:

  • Direct feeds. Where Sage Accounting is connected directly to your bank account.
  • Indirect feeds. Where Sage Accounting connects to your bank account via Plaid, a third-party provider.

This article walks you through some basic steps to identify your connection type, any issues you may be experiencing, and provide potential solutions. Where we cannot provide a solution, complete an escalation form to send to our Support team.

For issues with downloading transactions, see Working with bank feed transactions.

To begin, please click Start.