Bank statement to Sage
Import PDF bank statements into Sage
Convert PDF bank statements to CSV or OFX for Sage Accounting, Sage 50 and Sage Business Cloud. Reconciled transactions with the right signs and dates.
Last updated
Quick answer
Sage imports bank transactions from CSV, OFX and QIF files. Convert your PDF statement here, download CSV or OFX, then use Sage's bank import (Banking › Import Bank Statement in Sage Accounting, or Bank › Import in Sage 50).
How to do it
- 1
Upload the PDF.
- 2
Check the reconciliation.
- 3
Download CSV or OFX.
- 4
Import into the matching Sage bank account.
CSV columns for Sage
Sage Accounting's CSV import accepts Date, Reference, Description and either a single Amount column or separate Paid out / Paid in columns. Our standard CSV includes both forms, so you can map whichever layout your Sage edition asks for.
Works with statements from
Any bank or card issuer. Notes for popular institutions:
Frequently asked questions
Which Sage products are supported?
Any Sage product that imports CSV or OFX bank files, including Sage Accounting (Business Cloud), Sage 50 and Sage 50cloud.
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.