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Microsoft Dynamics 365 | Integration, Dataverse...
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Bank Reconciliation - manual after automatic reconcile enabled

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Hello,

My bank recently changed their platform and no longer offers download of BAI2 files.  The only options are CSV and QuickBooks.

Is there a way to create a BAI2 format from CSV?  If not, is there a way to reconcile my bank statements manually?  The bank account has had Automatic reconciliation enabled since 2018.

Thanks.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,369 Most Valuable Professional on at
    RE: Bank Reconciliation - manual after automatic reconcile enabled

    Hi,

    Assuming you have had bank statements in thus bank,

    In this case, you can't revert back to manual reconciliation.

    You need to create another bank with same setup and then you can proceed.

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