How do I enable Sage bank feed?

Product Team

22 July 2024 13:58
Updated

You will need to enable the bank feed integration via your Sage account.  

Sage Business Cloud Accounting:

You can connect Sage to Soldo by following these steps:  

Log in to your Sage Business Cloud Accounting 
Go to the banking tab and find the bank account you want to connect to. Click Actions > Connect. 
Select Soldo in the search box. 
Authorise the connection with Soldo. You will be redirected to a login page which asks to grant Soldo access to accounts, balances, and transactions.
Select the currency account you want to sync.
Select your start date. Soldo can sync up to 90 days' worth of historical data with Sage.
The connection is authorised.

More details can be found on the Sage help centre. The Sage Business Cloud Accounting bank feed integration is currently only available for UK customers.  

Sage 50:

Please note: You will need to have Sage 50cloud Accounts V27 or above.

Log in to Sage 50.
Click Bank accounts, select the relevant bank record then Bank feeds
Select the relevant country and then select Soldo.
Authorise the connection with Soldo. You will be redirected to the login page, which asks you to grant Soldo access to accounts, balances, and transactions.
Select the currency you want to sync.
Select your start date. Soldo can sync up to 90 days' worth of historical data with Sage.
The connection is authorised.

Find more details on the Sage help centre here.  

Sage 200:
For more information on enabling the Sage bank feed for Sage 200, go to Sage's help centre. 

Sage 200 standard  
Sage 200 professional

Sage Intacct:

For more information on enabling the Sage bank feed for Sage Intacct, go to Sage's help centre.

Please note: Soldo supports up to three accounts, one for each of the currencies you have enabled. If you have more than one Soldo currency wallet, you will need to connect each one individually.

Sage Business Cloud Accounting:

Sage 50:

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