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Bank Connection

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Posted on by Community member 4
I'm trying to connect to my bank using the /Park Bank (Business - Madison, WI)/ connector, and it says that I have invalid credentials.  However, I've verified my credentials both on the bank website directly, and also through Quickbooks, so I'm sure they're accurate.
 
Is there anything else I should try?
 
Are some of the bank connectors faulty? 
 
I understand that a third party service manages them.  Would they be the ones to ask?
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Financial Management
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  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 4,191 Super User on at
    Bank Connection
    I've not had good experience with Yodlee. I would recommends importing bank transactions using csv bank statements. Its not as automated, but much more reliable. 
     
     
    Valentin Castravet
    Zander ERP Services
  • Community member Profile Picture
    Community member 4 on at
    Bank Connection
    Here's what I heard from Yodlee.  I think that support for Business Central is usually offered by consultants, and I don't have one of those.  Is there any other option for getting someone to follow up with Yodlee?
     
    We would request that the concern / query be raised with Business Central’s support and request them to raise a service request with Yodlee to have this checked, as this would be the most efficient way to report an issue / query as we depend on some key fields to aid our investigation and only, they can provide that.

    Request you to kindly confirm with Business Central if they have raised a service request already with us. If yes, please request them to escalate the same to Yodlee so that our teams can have this checked on priority.
  • Judy Profile Picture
    Judy Microsoft Employee on at
    Bank Connection
    Hi, Since the bank connectors are managed by a third-party service, it would be advisable to reach out to them for assistance. They may have specific troubleshooting steps or insights into any known issues with the connector.
     

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