Bank feeds authorization form

When you’re setting up the bank feeds service, you may be prompted to download an authorization form. This instructs your bank to disclose your banking information to Sage. What you need to do varies depending on which banking provider you’re using. Follow the relevant instructions from those listed below:

HSBC

Instead of being prompted to print and then complete a form offline, you’ll see the following text on-screen:

’You should now visit the HSBC Business website and log on to either your Business Internet Banking or HSBC net account, where you will be able to set up your bank feed, and authorize HSBC to send your account and transaction data to Sage.

Once you’re logged in, you will find the link to Manage Bank Feeds in the Accounts menu.

For further information, please refer to the HSBC website.