--- title: Sage 300 Bank Feeds Part 1 description: Sage introduced Bank Feeds into Sage 300 making it easier to reconcile your bank accounts. Here is a Part 1 of our guide to connecting your bank feeds. image: https://www.equationtech.us/hubfs/Sage%20300%20Bank%20Feeds%20Part%201.png --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Sage 300 Bank Feeds Part 1 ![technology blog](https://www.equationtech.us/hubfs/Sage%20300%20Bank%20Feeds%20Part%201.png) **twitter **linkedin **facebook Sage has recently introduced Bank Feeds into the Bank Services module of Sage 300 (Accpac) making it simpler and easier than ever to reconcile your bank accounts.  Here is a step by step ‘How To’ guide to connecting your bank feeds and some tips for reconciling. Firstly, you must have at least Sage 300 version 2020 PU2 in order to have access to the Bank Feeds feature.  The next steps are: 1. Connect your bank account to its corresponding Sage 300 bank 2. Download transactions from your bank into the Sage 300 bank 3. Auto-reconcile matching transactions between Sage entries and those clearing the bank account 4. Manually reconcile transactions that were not automatically matched 5. Create bank entries for remaining bank charges or deposits 6. Post reconciliation Sound simple?  It is!  **Connect your bank account to its corresponding Sage 300 bank ** Open Bank Services, Bank Transactions, Reconcile E-Statements.  Enter your bank code and reconciliation dates.  Under the Bank Feeds section in the top right, click on Connect Bank Feed. ![Sage 300 Bank Feeds 1](https://www.equationtech.us/hs-fs/hubfs/Sage%20300%20Bank%20Feeds%201.png?width=855&name=Sage%20300%20Bank%20Feeds%201.png) Enter the country where your bank is located and then select your bank from the list of popular banks. If your bank is not displayed, you can search for it.  After you have selected your bank, click on Next. ![Sage 300 Bank Reconciliation 2](https://www.equationtech.us/hs-fs/hubfs/Sage%20300%20Bank%20Reconciliation%202.png?width=666&name=Sage%20300%20Bank%20Reconciliation%202.png) You will then be prompted to sign into your bank using your online banking credentials.  Sage will notify you of their security and your privacy, and then enter your credentials to login. ![Sage 300 Accpac Bank Reconciliation Bank Feeds 3](https://www.equationtech.us/hs-fs/hubfs/Sage%20300%20Accpac%20Bank%20Reconciliation%20Bank%20Feeds%203.png?width=886&name=Sage%20300%20Accpac%20Bank%20Reconciliation%20Bank%20Feeds%203.png) Click the box that you are not a robot.  You will then need to go through several verifications of crosswalks, mountains, bicycles, streetlights, etc. Be patient!  There are quite a lot of these to go through.  Once you get through those, you will be asked to select an account and continue. ![Sage 300 Accpac Bank Feeds](https://www.equationtech.us/hs-fs/hubfs/Sage%20300%20Accpac%20Bank%20Feeds.png?width=765&name=Sage%20300%20Accpac%20Bank%20Feeds.png) The next screen identifies your Account Type, and gives you the option to change it, if you need to.  Also, select a Start Date for downloading transactions.  It is not necessary to download transactions for periods that have already been reconciled. ![Sage 300 Accpac Bank Reconciliation 6](https://www.equationtech.us/hs-fs/hubfs/Sage%20300%20Accpac%20Bank%20Reconciliation%206.png?width=812&name=Sage%20300%20Accpac%20Bank%20Reconciliation%206.png) And then…. SUCCESS! ![Sage 300 Accpac Bank Reconciliation 6](https://www.equationtech.us/hs-fs/hubfs/Sage%20300%20Accpac%20Bank%20Reconciliation%206.png?width=682&name=Sage%20300%20Accpac%20Bank%20Reconciliation%206.png) Congratulations!  You have just connected your bank account to Sage 300.  We will go over Steps 2 – 6 for reconciling using bank feeds in [Sage 300 Bank Feeds Part 2](https://www.equationtech.us/sage-accpac-blog/sage-300-bank-feeds-part-2). If you are need assistance from one of our Sage 300 technical experts or are interested in learning more about Equation Technologies, please [contact us](mailto:info@equationtech.us?subject=Bank%20Feeds%20Inquiry) or call 866-436-3530. We would be happy to help. ### Related Articles ##### [Sage 300 & Windows 10 End of Life: What You Need to Know](https://www.equationtech.us/sage-accpac-blog/sage-300-windows-10-end-of-life-what-you-need-to-know) There’s been a lot of conversation lately around Windows 10 end of life and what that means for... ##### [From Start-Up to Quarter Billion – How Sage 300 Scaled Success](https://www.equationtech.us/sage-accpac-blog/from-start-up-to-quarter-billion-how-sage-300-scaled-success) We also have a [video version](https://drive.google.com/file/d/1ssdM9iHt6Wz86A-VDvAER03NdXkAodg9/view?usp=sharing) of this article, where you can hear directly from one of our ERP... ##### [How to Simplify Payroll and Job Costing with Sage 300](https://www.equationtech.us/sage-accpac-blog/how-to-simplify-payroll-and-job-costing-with-sage-300) Getting payroll to play nice with your job costing system is like fitting a square peg into a round... ## Need Help Now? 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