I've got a prospect who uses Sage (won't want to move to Xero, sadly) and who doesn't currently use bank feeds. He's got 7 bank accounts. I've just read that bank feeds only work for v 22 onwards. I've never used them in Sage due to some doubts about whether/how they work. If I do the data input on my machine I presume I'd have to know the client's login details to get the feeds going - is that correct? The idea would be that I would send him backups to restore after I'd done the work (He doesn't use Sage during the month). Or could I import a bank feed from a csv file instead?
I'm also about to have a go with Autoentry using a very old backup of my own accounts to how much time that might save me.
Could one of you Sage guru's comment on what I'm trying to do please? (I'm a bit out of touch these days.)