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
Domande Frequenti
Come convertire un estratto PDF PDF in CSV/MT940?
Carichi il PDF, scelga CSV/MT940 e scarichi subito.
Quali software contabili supportano CSV/MT940?
Compatibile con Zucchetti, TeamSystem, Fattureincloud, QuickBooks.