Upload to Bank Services - Refuses to accept ANY file



Have a couple of files where the Upload to Bank Services stopped working properly and don't know how to go about restoring this.

After trying a few different options, OFX/CSV/QBO none of them work.  

What happens is after clicking on the "Upload to Bank Services" in the match transaction Window, I immediately get "An error occurred with your import" and for me this is the death knell, I will never be able to use this service again.

Calling support was a useless endeavour as I had to wait for 4 days for a return call from Tech support, who in turn didn't know anything about this feature.  He called his own support team only to hang up and let me know that he wasn't going to wait in queue and that I would have to call back again to start this long process all over again.  Poor customer service at best.

It's been a while and I believe it has to do with verification, it's possible that a window popped up and as I was typing dismissed it which then locked me out of this service.  Is there a file I can delete or something on my end to reset this?

I prefer uploading files to bank services as it's the only way that I can add transactions (with rules setup) without having to use the mouse and is much faster.

Found this community just recently and hoping that I can get an answer that will solve this problem.

  • 0


    Just a suggestion, have you tried just going to your on-line banking and downloading your banking transactions in the format accepted by Sage 50 and saving it to your computer. From there go to your Sage 50 Reconciliation module and upload the transactions and have Sage 50 do the work of matching.

  • 0 in reply to Agate

    I'm doing data entry, not matching, the purpose of importing via the bank services is so I can post using banking rules.

  • 0

    Hello   ,

    Thank you for reaching out, I understand how critical this function is for managing your transactions efficiently and have notified our support team about the upload issues with your 'Upload to Bank Services' feature, as well as, added notes to your account.

    In the meantime, if you have any additional information that you think might help us solve this problem faster, or if you experience any other issues, please don't hesitate to let us know.

    Your patience is greatly appreciated, we're committed to resolving this as quickly as possible.

    Warm Regards, 

  • 0 in reply to Erzsi_I

    A tech responded to your request thank you, this one was knowledgable about the advanced features that Sage 50 offers.  Unfortunately there is no resolution to this problem, he said that they should have a solution in 2024.2.

    I deduced that when the program asks for a verification code when connecting to the cloud bank feed module, if you accidentally click cancel because you are in the middle of typing, you never get another chance to do verification, and that file is just permanently locked out from the cloud bank services.

    All other files that I have been able to re-verify continue working.