Available in Sage 50 Premium Accounting and higher.

Import Statement - Welcome

This window appears when you select the Import button in the Account Reconciliation window. It lets you know that before you can import bank statements electronically, you must first contact your bank to set up your company's account for online banking. Be sure to tell the bank representative that you need to be set up for online banking through a PC accounting software package.

For a list of bank contact information, select the blue click here link in the Welcome window.

If your company is already set up for online banking, click the Next button to proceed with the import process.

The window you see next will let you choose how you want to import the statement.

What do you want to do next?

Import a bank statement into Sage 50
Perform other General Ledger procedures
Read the account reconciliation overview