Connecting an account to Sage Bank Feeds

You need to configure a Sage Bank Feeds connection before you can download bank feed transactions and reconcile them to a bank account in Sage 100 Contractor.

To connect to Sage Bank Feeds:

1. Open 1-5 Bank Reconciliation.

2. Select a bank account, and then:

   1. (Optional) Select a statement cutoff. (Sage 100 Contractor does not display transactions entered after the indicated date.)

   2. From the Banks Feeds menu, click Connect to Bank Feeds.

      Note: This option is available only after you select a bank account.

3. In the Bank Feed wizard that opens:

   1. Enter a primary email address for Sage Bank Feeds.

   2. Agree to the Terms and Conditions, and then click [Get Started].

   3. Enter your banking credentials.

   4. Select a Start date for your historical transactions.

      Note: As long as the account is not "active" (connected), you can return to the Connect option and edit the Admin Email and other bank information. Editing this information could generate a new Bank Account ID.
      Once the account is active, the Connect option is no longer available, and the Disconnect option becomes available.

   5. Click [Process].

      Note: Whether you connect directly to your bank or through an aggregator service (such as Plaid or Yodlee), retrieving historical transactions can take several days or just a few minutes, depending on how far back the historical transactions go.

   6. Click [OK] to close the message box that appears.

After connecting to your bank account

Once the account is active (that is, the bank has authorized the connection), you can click [Display Items] to retrieve bank transactions.