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Import Bank Statement Transactions into Sage

Download the Transactions as a Sage CSV File #

To export the data as a CSV file that can be imported directly into Sage follow these steps:

  • Log in to DocuClipper: Access your account by entering your credentials.
  • Navigate to Data Extraction: Click on “Bank & Credit Card Statements” located in the left sidebar at the top under “Convert” or within the dashboard main page.
  • Upload Your Scanned or PDF Bank Statements: Drag and drop one or more PDFs or scanned of your bank statements.
  • Download File: Once the data extraction is complete, click on the “Download Data” button on the right side, above the Summary of Reconciliation.
  • Select Output Format: In the Output Format dropdown, select “Sage CSV” or “Sage Cloud CSV” depending on what version you have.
  • Configure Columns: You can configure the columns with data that you require and remove any columns that you don’t need.
  • Finalize Download: Click on “Download Sage CSV”.
sage csv data

Importing the CSV File Into Sage #

Here is a video tutorial by Sage on how to import CSV files into Sage:

And here is a tutorial on how to import bank statements into Sage Business Cloud Accounting:

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Updated on October 9, 2023
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