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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Bank Reconciliation
Small and medium business | Business Central, N...
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Bank Reconciliation

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Posted on by JFK 5

I am new to Microsoft Dynamics NAV.

I took over for the previous controller, with no notice.

I am looking to get some guidance on how to reconcile the bank accounts.

We believe it has been off since August/September 2022.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,848 Super User 2024 Season 2 on at
    RE: Bank Reconciliation

    Hi, You can find a partner in your location through the following Microsoft website.

    https://dynamics.microsoft.com/en-us/partners/find-a-partner/

    pastedimage1673479704541v1.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    JFK Profile Picture
    JFK 5 on at
    RE: Bank Reconciliation

    I need to reconcile our bank accounts from August 2022.

    The previous individual left rather sudden.

    I can not seem to get things to balance.

    Is there an MD NAV consultant you know of to walk me through the reconciliation.

    Thank you.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,081 Super User 2024 Season 1 on at
    RE: Bank Reconciliation

    Hi,

    you can watch below video

    www.youtube.com/watch

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,848 Super User 2024 Season 2 on at
    RE: Bank Reconciliation

    Hi, If you are referring to the operation manual, I hope the following information can help you.

    https://www.shubhfordynamics.com/post/bank-account-reconciliation-in-nav

    https://learn.microsoft.com/en-us/dynamics-nav-app/bank-how-reconcile-bank-accounts-separately

    MS Learn for BC:

    Use the payment reconciliation journal in Dynamics 365 Business Central

    Thanks.

    ZHU

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