⚠️ Current Incident
An issue has been identified with the Sage Accounting Bank Statement export facility (the status was remaining as "Sage checking export" and data would not export to Sage Accounting). We have taken the facility offline whilst we look to resolve the issue; in the meantime instead of using this export facility please perform a manual download from AutoEntry/re-upload into Sage Accounting (see help article here).
Once you have exported transactions from AutoEntry to SBCA, the account you've selected is 'soft locked' to that statement extraction. The idea being that if you've extracted the data from bank account 001, it's unlikely that you'll want to export it to any other account in Sage other than account 001!
However, we've taken into account that errors can occur so it is possible to change the account you're exporting transactions to. Please be aware of the notes below that effect this process.
In this example, we have exported data from 2 accounts to their relevant accounts in Sage:
If an error was made and we need to export the data for the second account to a different bank account in Sage, simply use the dropdown to select the new account. When the new account is selected a popup warning will appear to confirm the change and note the warnings:
To continue with the new selection, simply click 'Relink Bank Account'. You can now export the data again to the newly linked account.
You cannot link an extraction to an account that is already in use. These accounts will appear on the dropdown but are greyed out preventing selection. If that account is required you will need to first relink the other account in AutoEntry before selecting it for another extraction.
When an account is relinked as above, the calendar history is reset. This means that when exporting data and choosing the dates to export, previously exported dates will no longer be highlighted.
Export history is not affected by relinking an account. The history shows the history for the export from AutoEntry for that account, irrespective of the destination bank account in Sage.
Not available in Australia or South Africa at this time.