Sage integration
PDF bank statements → Sage
Convert PDF statements to CSV or OFX for Sage Accounting, Sage 50 and Sage Business Cloud bank imports.
Convert a statement free 20 free pages / month · no card
Last updated
Quick answer
Sage imports CSV, OFX and QIF bank files. Convert your PDF, export CSV or OFX and use Sage's bank statement import, then reconcile in Sage.
Step by step
- Export CSV or OFX.
- In Sage Accounting open Banking and select the account.
- Choose Import Bank Statement and upload the file.
- Map Date, Description and Amount (or Paid in / Paid out) for CSV.
- Reconcile.
Frequently asked questions
Does it work with Sage 50 desktop?
Yes, Sage 50 imports OFX and CSV bank files through its bank import feature.
At a glance
- Export formats
- CSV, OFX, QIF
- Where to import
- Banking › Import Bank Statement (Sage Accounting)
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.