How to Import Truist Bank Statement into Sage Accounting

To import your Truist statement into Sage Accounting: download your PDF from truist.com → Account Activity → Statements, convert it to CSV using Bank Statement Converter (free, under 20 seconds), then upload via Sage Accounting → Banking → [Bank Account] → Import. No manual re-keying — all transactions transfer automatically.

Step 1: Download Your Truist Statement

  1. 1. Log in at truist.com and select your account
  2. 2. Navigate to 'Account Activity' and click 'Statements'
  3. 3. Choose the statement month from the list
  4. 4. Click 'Download PDF' to save your statement
  5. 5. Open the downloaded PDF to verify it has all transactions

Step 2: Convert PDF with Bank Statement Converter

Upload your PDF to Bank Statement Converter — select CSV output — download in under 20 seconds.

Step 3: Import into Sage Accounting

  1. 1. Open Sage Accounting and go to Banking in the left menu
  2. 2. Select the bank account you want to reconcile
  3. 3. Click 'Import' or 'Import Statement' from the account toolbar
  4. 4. Select 'CSV' as the file type
  5. 5. Choose your CSV file downloaded from Bank Statement Converter
  6. 6. Sage will display a column-mapping screen — map Date, Description, Amount columns
  7. 7. Review the import preview and click 'Import' to load transactions
  8. 8. Sage will flag any duplicates — review and confirm your import

Frequently Asked Questions

How do I download my Truist bank statement?
Log in at truist.com and select your account → Navigate to 'Account Activity' and click 'Statements' → Choose the statement month from the list → Click 'Download PDF' to save your statement → Open the downloaded PDF to verify it has all transactions
What file format does Sage Accounting accept for bank import?
Sage Accounting accepts CSV and OFX. CSV is the most flexible option. Convert your bank statement PDF to CSV using Bank Statement Converter, then import via Banking → [Account] → Import.
Does Sage Accounting auto-match imported transactions?
Yes. After import, Sage compares transaction amounts and dates against unreconciled entries and suggests matches. Manual override is available for any unmatched transaction.
Can I import into Sage 50 or Sage 200 as well?
Yes, though the import path differs. Sage 50: Bank → Import Statement. Sage 200: Cash & Treasury → Bank Reconciliation → Import. All versions accept CSV from Bank Statement Converter.
Is my Truist data safe to upload?
Yes. Bank Statement Converter processes files in-memory and deletes them immediately after conversion. No data is stored, logged, or used for model training. No account is required.
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