How do I import a bank statement into Sage?
Export your converted statement as CSV (or OFX), then in Sage open the bank account and import the statement file — Sage reads the transactions for matching and reconciliation.
Sage Accounting and Sage 50 import bank transactions from a file when you don't have a live bank feed. Convert your PDF in StatementFlow, then choose Export → CSV for the widest compatibility, or Export → Xero to get an OFX file Sage also accepts.
In Sage, open Banking, select the relevant bank account, and use its import / upload-statement option to bring in the CSV or OFX. Sage lists the transactions so you can match and reconcile them instead of typing each one.
Because every conversion runs the balance reconciliation check, the figures you import into Sage are verified first — and scans or photos convert just as well as digital PDFs.
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Upload your statement
PDF, scan, or phone photo — any bank. Exports to Excel, CSV, QBO, or OFX.
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