Software Integration

Import Bank Statements to Sage Accounting

Complete guide for importing bank statements into Sage 50, Sage Business Cloud, and Sage Intacct. Convert PDFs to Sage-compatible CSV format.

6 min read
Updated January 30, 2024
Expert verified

Sage Bank Import

Import bank statements into all Sage accounting products. Our converter creates CSV files compatible with Sage 50, Sage Business Cloud, and Sage Intacct.

All Sage Versions

Works with Sage 50, Business Cloud, Intacct

Fast Reconciliation

Speed up bank rec with automated imports

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Audit Trail

Maintain complete transaction history

Sage Version Compatibility

Sage 50 (Peachtree)

Full CSV import support

Most popular for small-medium businesses

Sage Business Cloud Accounting

Cloud-based bank import

Modern online accounting solution

Sage Intacct

Enterprise CSV import

Advanced features for large organizations

Convert for Sage

Step 1: Download Bank Statement PDF

Get your statement from online banking.

Step 2: Convert to Sage Format

Convert for Sage

Import to Sage

Sage 50 Import Process

  1. 1.Open Sage 50 and go to Banking → Bank Accounts
  2. 2.Select Import Bank Statement
  3. 3.Choose your CSV file and follow import wizard
  4. 4.Review and post transactions

Convert for Sage Now

Streamline your Sage accounting with automated bank statement imports.

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Ready to Convert?

Try our converter with your own bank statement

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