Connecting your credit card account using Bank Feeds

If you want Sage 100 Contractor to try to match credit card transactions from your bank with transactions in Sage 100 Contractor, you need to connect the credit card account to your bank using Sage Bank Feeds, and then download the transactions. Then, you can using the matching feature to reconcile the transactions.

To connect your credit card account to the issuing financial institution using Sage Bank Feeds:

  1. Open 4-7-5 Reconcile Credit Card Accounts.

  2. Select a card issuer account, and then:

    1. (Optional) Select a cutoff date.

      Sage 100 Contractor does not display transactions entered after this date.

    2. On the Banks Feeds menu, click Connect to Bank Feeds. (If the account is already connected, only the Disconnect option is available from the Bank Feeds menu.)

  3. Follow the instructions in the Bank Feed wizard to connect to your bank.

    Note: The start date for the earliest transactions to download must be within the past 2 years.

  4. When the credit card account is connected, click [Display Items] to retrieve credit card transactions. Transactions you downloaded previously are not downloaded again.

Note: You only need to connect the credit card account to Bank Feeds once, unless you disconnect it later. With a connected account, you simply use the Display Items button to download new credit card transactions for the account in the future.

After connecting your credit card account

In the Match Banking Transactions window, review and accept matches, as described in Matching downloaded credit card transactions with Sage 100 Contractor transactions.