Importing bank activity

Question

I need to manually import bank activity daily and I need to know what column set up is needed.

bottomline · Accepted Answer

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. john@bottomline-acctg.com

bottomline · Answer

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. john@bottomline-acctg.com

Best Business Strategies · Answer

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

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Best Business Strategies · Answer

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

Sage 50 US

Importing bank activity

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