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Import bank statement CSV files into Sage

Accounter does not connect to Sage. It turns a bank statement PDF into reviewed transaction rows and gives you a CSV file (it opens in Excel) that you import into Sage yourself.

What you get

Bank statement PDFs, including scanned statements, turned into transaction rows you can review
Choose, reorder and rename the CSV columns before you download
Pick the date format your import expects, such as DD/MM/YYYY or YYYY-MM-DD
One signed Amount column, or separate Debit and Credit columns
Receipt extractor results (supplier, date, VAT and totals) as a CSV download
Nothing is sent to your accounting software: you choose what to import

How to import into Sage

  1. 1
    Upload your bank statement PDF to the Accounter bank statement converter.
  2. 2
    Review the extracted transactions against the statement and correct anything that needs it.
  3. 3
    In the export settings, choose the columns and date format you want, then download the CSV.
  4. 4
    In Sage, use the bank statement import for the right bank account and select the CSV file.

Frequently Asked Questions

Does Accounter connect or sync with Sage?

No. Accounter has no Sage connection, app or sync, and never sends data to Sage. You download a CSV file from Accounter and import it into Sage yourself.

Which file does Sage get?

A CSV file with one row per transaction: date, description, amount (or debit and credit) and balance. Sage products and versions differ in which import formats they accept, so check that yours takes a CSV bank statement before you start. Accounter only produces CSV.

Is the download an Excel file?

It is a CSV file. CSV opens directly in Excel and Google Sheets, so you can check or tidy it there before importing. Accounter does not produce a native .xlsx workbook.

Get a CSV ready for Sage

Upload a bank statement PDF, review the transactions and download the CSV.

Convert a bank statementAsk a question

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