Skip to main content

Importing Bank Statement Data to Sage 50 US

How to import the bank statement extraction from AutoEntry directly into Sage 50 US.

Oliver Cook avatar
Written by Oliver Cook
Updated over 3 weeks ago

While Sage 50 US has limitations on the acceptable file types for importing bank statement data, we use the Open Financial Exchange format. This allows you to get your captured bank data files from AutoEntry into Sage 50 US to automatically match the online transactions to your Sage 50 transactions.

Download your statement data

When the extraction is completed by AutoEntry, use the Sage 50 US option to download your statement data.

  1. Go to the relevant bank account and click Download

  2. Select Sage 50 US (.ofx).
    ​

    Download file type options.


    ​

    📎NOTE: AutoEntry pre-populates the following fields but please ensure they are correct before downloading.
    ​

    File Type, Date Range, Account Number, Account Type, Currency fields in Download window.

  3. Click Download.
    ​
    The file will become available for you to select when uploading the file to Sage 50 US.

Related guides

Did this answer your question?