web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested Answer

Error linking bank account using Yodlee Service

(1) ShareShare
ReportReport
Posted on by 247

Hello all BC experts! I am having a hard time with two scenarios with linking 1 bank account and 1 credit card using the yodlee bank link process. Please see the scenarios below and advise if there is a way to to get these accounts linked using the "Link to Online Bank Account" link in BC?

 

  1. Byline Bank in the US - when trying to link this bank using the "Link to Online Bank Account" from the Bank Account ribbon. We keep getting this error - "No new bank account is created or linked because all online bank accounts are already linked."

 

2. We have two American Express Credit Cards that we are linking. Each AMEX account has its own bank account record in BC. The first AMEX card which is a employee card is linked successfully. However, the second AMEX account which is a "corporate" AMEX card, does not link using the "link to online bank account" function. We have tried multiple times.  Same message as above.

 

Any one solves this BC issue?

 

Thanks!

I have the same question (0)
  • Suggested answer
    Valentin Castravet Profile Picture
    32,800 Super User 2026 Season 1 on at
    You can try removing all linked accounts and start from the beginning to re-link to see if that will fix the issue.
     
    If you search in the forum there are a lot of similar issues with Yodlee with no solution. For this reason, I recommend simply setting up a manual bank statement import from a csv file. If that's the path you would like to go, I wrote a blog post about setting up a bank statement import format - The Easiest Way to Import Bank Statements into Dynamics 365 Business Central
     
     
  • Suggested answer
    YUN ZHU Profile Picture
    101,948 Super User 2026 Season 1 on at
    Hi, you can submit a SR to Microsoft Support to help investigate.
     
    Thanks.
    ZHU

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,250 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,799 Super User 2026 Season 1

#3
AndrewThomas81 Profile Picture

AndrewThomas81 1,390

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans