How to Import Bank Statements into Sage: Step-by-Step Guide
•5 min read
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Struggling to get your bank statements into Sage?
This guide shows you exactly how to convert PDF statements and import them into Sage for accurate bookkeeping.
Why Import Bank Statements to Sage?
- Save hours of manual data entry
- Reduce errors in transaction recording
- Maintain accurate financial records
- Simplify reconciliation process
Step 1: Convert PDF to CSV
First, convert your bank statement PDF to CSV format using our converter:
- Upload your PDF
- Select the transaction table
- Export as CSV
Step 2: Format for Sage
Sage requires specific column headers. Our converter automatically formats data correctly for Sage import.
Step 3: Import to Sage
In Sage, navigate to Banking > Import and upload your CSV file. Map the columns if prompted and review transactions.
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