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When trying to link a bank account, our customer is not able to locate our bank. We have been in business for almost 1year. How do we get this fixed so he can connect his accounts to Business Central?
Hi, just adding some info.
For standard BC: https://learn.microsoft.com/en-au/dynamics365/business-central/bank-how-setup-bank-statement-service
Addin in AppSource: https://appsource.microsoft.com/en-us/marketplace/apps?exp=ubp8&product=dynamics-365-business-central&search=bank&page=1
Hope this helps.
Thanks.
ZHU
I do not know what region your are operating in but you will have to contact a partner that have developed a bank add-in for Business Central and ask them to add support for your bank into their app. There are no automatic process that takes care of this. So check with your customer what partner they are using and contact that Dynamics partner directly.
I am actually the banker for the customer. We are registered with the Federal Reserve and should still appear. How can we get added as a supported financial institution?
hi
If your customer is not able to locate your bank when trying to link a bank account to Business Central, there are a few steps you could take to address the issue:
Check with your bank to see if they are listed as a supported financial institution in Business Central. If they are not, you may need to consider switching to a bank that is supported.
Check with your customer to make sure they are entering the correct bank name and account information. If they are still having trouble, ask them to contact their bank's customer support for assistance.
Consider using a third-party service, such as Plaid, to link your bank accounts to Business Central. These services can sometimes provide additional support for linking to smaller or regional banks.
If none of the above options work, you may need to manually import your bank transactions into Business Central using a file format such as CSV or Excel. This can be a more time-consuming process, but it can still allow you to track your financial transactions within the system.
Overall, it's important to ensure that your bank is listed as a supported financial institution in Business Central, and that your customer is entering the correct information when trying to link their accounts. If you continue to experience issues, consider seeking assistance from your bank's customer support or a third-party service.
DAniele
Then your customers will have to contact their Dynamics partner and check if they can provide an integration to the payment services you provide.
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