| | Preparation tasks for bank feeds |
| Resolution | Online banking login details To set up bank feeds, you need your online banking login details to hand.
Check your bank is compatible - In Sage 50 Accounts, then go to Bank feeds.
- Locate the bank account you want to connect to bank feeds in the list.
- Select Connect bank.
- If you haven't connected, a Sage account message appears, press Continue.
▼ View the details on the message - Enter your First Name and Last Name.
Make sure you're the right person to do this. The software uses these details to manage all your online connected services for this company.
- Select Yes, I am the right person.
- Check and, if required, amend your company information, then press Continue.
- Enter your Sage account Email and Password, press Log in, then continue to step 7.
- If you don't have one, select Create account then follow the steps to create one.
- Enter your Name, Password and Confirm Password, then press Sign Up.
- Check your emails and enter the Code you've received, then press Verify email.
- The 'Success! Your company is now connected' window appears, press Close.
You're now returned to the relevant features setup. - On the Connect your bank screen, select the right country.
- Use the Find your bank search box to enter your bank's name. Or select it from the Or choose from these banks list. If your bank doesn't appear, it's not currently available for Bank feeds.
 - After finding your bank, select it, press Continue, then log in via your Online Banking. [BCB:359:UKI - Bank Feeds Security:ECB] [BCB:372:Sales - Intacct:ECB]
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