Importing credit card transactions using Sage Bank Feeds

Connect your credit card account to your financial institution, follow the steps in the Bank Feeds wizard, and then display the credit card transactions in the grid in the 4-7-7 Import Credit Card Transactions window. You can then choose which transactions to add to your Sage 100 Contractor records.

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

  1. Open 4-7-7 Import Credit Card Transactions.

  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.)

      Alternatively, you can select the Import using bank feeds option and then click Yes in the message asking whether you want to connect now.

  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 importing credit card transactions

Add transactions to your Sage 100 Contractor records, following the steps in Adding credit card transactions to Sage 100 Contractor. You can choose which transaction to add (include) or exclude.