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Import bank statement data to Sage 50 UK&I from AutoEntry
Import bank statement data to Sage 50 UK&I from AutoEntry

How import bank statement into to Sage 50 UK&I v.25 and above downloaded from AutoEntry.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Importing your Bank Statement data from AutoEntry to Sage 50 UK&I requires the account number from Sage, the nominal account and tax code entered before uploading to Sage. These details cannot be added by AutoEntry and so must be added before importing.

If you have any intra-account transfers on the statements to import, please see here for handling these transactions before importing. 

Download bank statement data from AutoEntry

  1. Follow the usual steps to download your extracted bank statement data from AutoEntry.

    When you need to select a file type. click Sage 50.

  2. Enter the relevant bank account code in the Account Reference field (column B).

    This is the Sage 50 nominal code, not the actual bank account number. AutoEntry defaults to 1200 in the CSV.

  3. Enter the appropriate nominal account code numbers in column C.

  4. Enter the appropriate Tax Codes (T1/T2 etc.) in the Tax Code column.

  5. Save the file as a regular CSV and close it.

Import into Sage 50 Accounts

Go to Sage 50 Accounts and click File and select Import, and the data import pop-up opend. Then follow the on-screen instructions.

📎NOTE: All the fields will already be pre-mapped for Sage 50.

📌TIP: As you already have an import file prepared, you can skip to the section on how to import the completed template.

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