Import Bank Statement Transactions into Sage

DocuClipper exports bank-statement transactions as a Sage CSV (or Sage Cloud CSV) file that can be imported directly into Sage Accounting or Sage Business Cloud Accounting without any manual cleanup.

Step 1: Download the Sage CSV

1. Open the project containing your converted bank statement.
2. Click Download Data (above the Summary of Reconciliation).
3. Under Output Format, select Sage CSV (desktop Sage) or Sage Cloud CSV (Sage Business Cloud).
4. Optionally toggle columns on/off. By default you get date, description, amount, and balance, which is what Sage expects.
5. Click Download.

Step 2: Import into Sage Business Cloud Accounting

1. In Sage, go to Banking → the bank account you want to import into.
2. Click Connect bank → Upload a statement.
3. Upload the CSV you just downloaded.
4. Sage will show a mapping preview. The default DocuClipper export already matches Sage's expected columns (Date / Description / Money In / Money Out or a single Amount column), so you can accept and continue.
5. Review and confirm. Transactions land in your reconciliation queue.

Step 2 (alternate): Import into Sage 50 / Sage Desktop

1. In Sage 50, go to Bank Accounts → select the account → Bank Feeds → Import Statement.
2. Pick CSV as the format.
3. Upload the DocuClipper CSV and walk through Sage's column-mapping dialog.

Tips

• Date format. If Sage complains about dates, open Customize Date Format in DocuClipper and switch to UK (DD/MM/YYYY) or US (MM/DD/YYYY) to match your Sage org.
• Duplicate handling. Sage deduplicates on date + amount + description. If you re-import the same period, Sage will skip anything it already has.
• Large statements. If you hit Sage's per-import row limit, split the CSV by month and import in batches.

Related

• Downloading Bank Transactions
• Customize Date Format
• Import Bank Statement Transactions into Xero