Convert transactions to a format importable by Sage
Sage imports OFX files. Sage exists as desktop software (Sage 50) and online accounting service (Sage One). It is important for both Sage products that the bank ID, the branch ID, the account number on OFX files to match account settings in Sage software.
Convert to the OFX format
OFX files are Open Financial Exchange files. This is a preferred and only format for Sage.
Convert CSV/Excel/TXT files to the OFX format: CSV2OFX
Convert PDF files (text based) to the OFX format: PDF2OFX
Convert PDF files (text based) to CSV/Excel: PDF2CSV (Use CSV layout Xero or QB Online)