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Unable to create bank accounts

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Posted on by ballu

Unable to create bank accounts as we are unable to choose the main account type even though we have many main account types.Can you please let us know how we need to proceed with this?

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Akshay Garg 324 on at

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RE: Unable to create bank accounts

Hi Ballu,

Have you mapped Account Structures in Ledger

Path: General Ledger module >> Ledger setup >> Ledger

Kindly please confirm . If not mapped kindly please map and if you still face issue .. Please confirm
ballu 45 on at

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RE: Unable to create bank accounts

Hi Judy Jee, we are able to create the main account and also the Bank group but, again by the end, we are still facing the same issue that we are unable to select the main account.
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huijij 19,811 on at

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RE: Unable to create bank accounts

Hi ballu,

Please check the link and let us know if it helps:

community.dynamics.com/.../how-to-create-bank-account-in-dynamics-365
ballu 45 on at

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RE: Unable to create bank accounts

Can you please let us know how can we do this: "map your main account to accounting structure and accounting structure is mapped to GL > Setup > Ledger"
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saurabh bharti 15,033 Super User 2025 Season 1 on at

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RE: Unable to create bank accounts

Did you map your main account to accounting structure and accounting structure is mapped to GL > Setup > Ledger ?

Also try to enter bank account highlighted in Red in your screenshot and see if it gets enabled?