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Bank statements into Sage

"Sage" is several different products, and they do not share an import format. The right answer depends on which one you are running.

Which format to use

Start here

OFX for Sage

OFX is accepted across the Sage line and is self-describing, so there is no column mapping step to get wrong.

PDF bank statement to OFX

CSV

Sage Accounting and Sage Business Cloud take CSV, and it is the easiest to inspect before importing.

Convert to CSV

QIF

Older Sage 50 installations read QIF where they will not read OFX.

Convert to QIF

Sage 50 and Sage Accounting are not the same product

Sage 50 is desktop software; Sage Accounting and Sage Business Cloud are online, and they descend from different codebases. An import guide written for one routinely does not apply to the other — the menus differ, and so do the accepted formats. Check which you have before following any instructions, including these. The OFX path works on all of them, which is why it is the recommendation here.

How to import it

  1. 1Convert the PDF statement to OFX, or to CSV if you prefer to inspect the rows first.
  2. 2In Sage Accounting: Banking → the account → Connect or import → Import statement.
  3. 3In Sage 50: Bank accounts → the account → Bank feeds or Import.
  4. 4Reconcile after importing. Sage does not match against existing entries on the way in.

Questions

Which format does Sage 50 accept?
OFX and QIF on most versions, and CSV on some. OFX is the safest starting point; QIF is the fallback on older installations.
Does Sage detect duplicate transactions?
Not on import. Sage posts what the file contains, so importing the same month twice creates a second copy of every row. Check the period before importing.

Every format we write

OFXCSVQIFAll formats

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