Available in Sage 50 Premium Accounting and higher.

Enter Account

This window lets you enter information for the account from which you want to import a bank statement.

Account Type: From the drop-down list, select the type of account. Possible types are

Checking
Savings
Money Market
Line of Credit
Credit Card

Routing/Transit Number: Enter this information for the account; the number appears at the bottom of your checks. How do I locate my bank routing/transit number?

Account Number: Enter the number of the chosen account. If you don't have your account number at your disposal, contact your bank for assistance.

When finished, click OK.

What do you want to do next?

Import a bank statement into Sage 50