Sage • Official Guide
How to Import a Bank Statement PDF into Sage
Sage 50 and Sage Accounting accept bank transaction imports via CSV file. MintConvert converts your bank PDF to a Sage-compatible CSV with the correct column mapping pre-applied.
Step-by-Step Instructions
1
Convert your PDF to Sage CSV
Upload your bank statement PDF to MintConvert and select Sage CSV as the output. Download the .csv file.
2
Open Sage 50 or Sage Accounting
Log in to your Sage software.
3
Navigate to bank import
In Sage 50: Bank Accounts → Import. In Sage Accounting: Banking → Import Transactions.
4
Select the CSV file
Browse to your downloaded CSV file and select it.
5
Map columns and import
Map Transaction Date (Date), Description (Reference), and Debit/Credit columns. Click Import.
Frequently Asked Questions
Q.Does MintConvert's Sage CSV work with Sage Business Cloud?
Yes Sage Business Cloud accepts the same CSV format as Sage 50 and Sage Accounting.
Q.Can I import multi-page bank statements into Sage?
Yes MintConvert processes all pages of a multi-page PDF into a single CSV file.