If you are in a current subscription with Sage, go to the banking tab and click on BANK FEEDS at the top of the page.   Sign up with your bank and start downloading your transactions right into the reconciliation. 

Kind regards, 

Shirley

I have some templates that can help with that.  The layouts will depend on the transaction types you are importing.  Also, you can setup the bank feed, that has a way to enter the transactions into the system from the bank feed and could be useful.  Reach out and I can show you what that would look like and share the templates.  [email protected] 

I appreciate the response. Capital One Intellix doesn't connect with bank feed. If you have a template that would be helpful. Bank allows me export csv file. I tried creating payment journal insage 50.

Yes, I can send you a template to import the activity.  We just assisted a client importing their Amex activity, it was 800+ rows and worked great.  Send me an email and I can share it.  [email protected] 

[email protected]

Hi Charles, 

Did you ask Sage to add your bank?   I asked for my bank and they did.  The Bank Feeds are wonderful.   

Shirley Byard-President| Sage 50 MASTER Certified Consultant and Certified Trainer

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I just tried.

What about the import?  You could download there and simply import it to Sage 50.