Automatically import bank transactions into Xero or Sage. Complete guide with CSV, OFX and MT940 formats.
Automatically import bank transactions into Xero or Sage. Complete guide with CSV, OFX and MT940 formats. This guide walks US business owners and bookkeepers through the practical steps, combining real-world workflows with IRS documentation requirements.
Why this matters for US businesses
Sage (The Sage Group plc) accepts the following import formats: CSV, OFX, QBO, MT940, CAMT.053. Default target format: CSV.
Step by step
Convert your PDF statement to MT940 or CSV via ClearVault
Open Sage and go to "Sage"
Select the converted file
Review and post the transactions
Practical tips
Large family of products (Sage 50, Sage Business Cloud, Sage Intacct) across SMB to mid-market.
IRS compliance & record keeping
Questions Fréquentes
Comment convertir un relevé PDF PDF en CSV/MT940 ?
Téléversez le PDF, choisissez CSV/MT940 et téléchargez.
Quels logiciels comptables prennent en charge CSV/MT940 ?
Compatible avec Sage, Cegid, Pennylane, QuickBooks.