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Jai Windish

Bank Connection Problem

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I looked back at post history and did not see any that matched the problem I am having. I am trying to connect a bank checking account to Sage Accounting and I continue to get an Alert that says "No Accounts Available To Connect". The one I am trying to connect with is a newer account - over 90 days now. I can connect other checking accounts from the same bank but not the one I need. I have contacted the bank and they said it must be a Sage problem. 

Anyone know how to get this accomplished? Is it simply because the account is too new? 

Thanks for any feedback.

J Windish

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  • 0
    SUGGESTED

    Hi  ,

    Thanks for reaching out. Did you ever find an answer for this issue? If you're still encountering challenges or looking for guidance, please let us know.

    In case the problem persists, here are a few steps that might help:

    1. Business Information Update:

    2. Bank Partnership with Sage:

      • If your bank isn’t listed in Sage's available banks, you might need to request a partnership through Sage’s third-party service provider.

    3. Manual Bank Statement Import:

      • As an alternative, manually importing your bank statements into Sage Accounting could be a temporary solution.

    4. Update Online Banking Credentials:

      • Ensure your online banking credentials in Sage Accounting are up to date, especially if there have been any recent changes.

    5. Contacting Sage Support:

      • For more specific assistance or if the issue persists, reaching out to Sage support could provide the necessary resolution.

    6. Account's Age Consideration:

      • While the newness of the account shouldn’t generally be an issue, do check if there are special conditions for new accounts with your bank.

    Thanks for your patience, and I hope this helps resolve your bank connection problem. If you need further assistance, please let us know. Connect with us through the Help and Chat options available within your Sage product.

    Warm Regards,
    Erzsi

Reply
  • 0
    SUGGESTED

    Hi  ,

    Thanks for reaching out. Did you ever find an answer for this issue? If you're still encountering challenges or looking for guidance, please let us know.

    In case the problem persists, here are a few steps that might help:

    1. Business Information Update:

    2. Bank Partnership with Sage:

      • If your bank isn’t listed in Sage's available banks, you might need to request a partnership through Sage’s third-party service provider.

    3. Manual Bank Statement Import:

      • As an alternative, manually importing your bank statements into Sage Accounting could be a temporary solution.

    4. Update Online Banking Credentials:

      • Ensure your online banking credentials in Sage Accounting are up to date, especially if there have been any recent changes.

    5. Contacting Sage Support:

      • For more specific assistance or if the issue persists, reaching out to Sage support could provide the necessary resolution.

    6. Account's Age Consideration:

      • While the newness of the account shouldn’t generally be an issue, do check if there are special conditions for new accounts with your bank.

    Thanks for your patience, and I hope this helps resolve your bank connection problem. If you need further assistance, please let us know. Connect with us through the Help and Chat options available within your Sage product.

    Warm Regards,
    Erzsi

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