Convert a Bank of America statement to Sage
Sage won't read a PDF, and Bank of America won't export straight to Sage. Convert your Bank of America statement into a clean, categorized CSV, then import it into Sage Accounting in a couple of clicks.
Why Bank of America statements don't import into Sage directly
Sage imports bank data from CSV, not PDF, so a Bank of America statement has to be converted first. BofA lists each section separately with its own subtotal; the converter merges them back into one date-ordered ledger. You get one clean, Sage-ready ledger instead of fighting merged cells and split columns.
How to import a Bank of America statement into Sage Accounting
- 1. Convert the statement. Upload your Bank of America statement PDF and download the categorized CSV.
- 2. Open the bank account. In Sage Accounting: Banking → select the account → Connect/Import → Import Statement.
- 3. Map & import. Map Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- Can I import a Bank of America PDF into Sage directly?
- No. Sage imports CSV, not PDF. Convert your Bank of America statement to CSV first, then import it.
- Is my Bank of America statement stored anywhere?
- No. Your PDF is processed in memory to extract the transactions and is never stored.
- What file formats does Sage import?
- Sage Accounting imports CSV and OFX bank statements. It doesn't read PDF, so convert the statement to CSV first.
Export Bank of America to another tool
Convert another bank to Sage
Related guides
- How to Import Bank Statements into Sage
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- How to Convert a Bank Statement PDF to CSV
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- How to Convert a Scanned Bank Statement to CSV
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- How to Import Bank Statements into QuickBooks
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Not affiliated with Bank of America or Sage Accounting. Your statement is processed in memory to extract transactions and is never stored.