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Unlinked Bank Accounts

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Posted on by EK-22051614-0

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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YUN ZHU 71,565 Super User 2024 Season 2 on at

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Unlinked Bank Accounts

Hi, there are many reasons for this. For example, the bank you set up does not support Yodlee service.

https://learn.microsoft.com/en-us/dynamics365/business-central/bank-how-setup-bank-statement-service?wt.mc_id=DX-MVP-5004336

Hope this helps.

Thanks.

ZHU
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Valentin Castravet 23,733 Super User 2024 Season 2 on at

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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

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/