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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Unlinked Bank Accounts
Small and medium business | Business Central, N...
Suggested Answer

Unlinked Bank Accounts

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Posted on by EK-22051614-0 2
We are having an issue with Unlinked Bank accounts using Yodlee service. We attempt to link the bank accounts, connect to Yodelle service, connect to the bank accounts and receive an unlink message. What is the best way to get the accounts to link? 
 
 
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  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 31,262 Super User 2025 Season 2 on at
    Unlinked Bank Accounts
    I don't have a solution for your error, but in my experience Yodlee is full of issues. This error is just the beginning, it will constantly have these types of errors, even after its setup. For this reason, typically I setup a simple bank statement import using an excel file.
     
    If that's the path you would like to take, I wrote a blog post about creating a bank statement import - The Easiest Way to Import Bank Statements into Dynamics 365 Business Central
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,297 Super User 2025 Season 2 on at
    Unlinked Bank Accounts
    Hi, there are many reasons for this. For example, the bank you set up does not support Yodlee service.
     
    Hope this helps.
    Thanks.
    ZHU

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