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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Bank Reconciliation
Small and medium business | Business Central, N...
Suggested Answer

Bank Reconciliation

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Posted on by LBon 10

Hi - We've done several bank reconciliations in BC but when attempting April's reconciliation, the import function stops at the 15th of the month and only imports half the inforamtion.  We've tried many variations to no avail.  Does anyone else have this problem? Solution? Thank you!

I have the same question (0)
  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather Microsoft Employee on at

    Hello,

    If you don't get further responses to this issue, you may want to raise a support request to Microsoft support via your CSP / Partner.

  • Suggested answer
    Vinita_Kas Profile Picture
    Vinita_Kas 336 on at

    HI

    It is possible you recently had some system upgrade as some of the banking functionality was modified in the latest release

    Can you pl check below link and see if that helps?

    https://docs.microsoft.com/en-us/dynamics365/business-central/localfunctionality/unitedstates/how-to-reconcile-bank-accounts

    If not raising a ticket with Microsoft directly or via Support partner is the right way to go forward 

    Regards

    Vinita

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 102,903 Super User 2026 Season 2 on at

    Hi, Is there any error message when importing data?

    If you're using the standard features,  you can raise a support request to MS.

    If there is customization, it is recommended to contact Partner first.

    More details about bank reconciliations.

    https://www.youtube.com/watch?v=StTRSlqGQ4Y

    https://www.youtube.com/watch?v=uNvj3rya83U

    https://docs.microsoft.com/en-us/dynamics365/business-central/bank-how-reconcile-bank-accounts-separately

    Hope this helps.

    Thanks.

    ZHU

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