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Importing bank transactions to Great Plain

Posted on by Microsoft Employee

It is my first time here to post on Microsoft Dynamics GP.

I wonder if someone would help me out how to import banking to Integration manager.

I will really appreciate it.

Thanks

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Importing bank transactions to Great Plain

    Thank you. I'm checking out the link you sent me.

  • Suggested answer
    MattPaulen Profile Picture
    MattPaulen 6,910 on at
    RE: Importing bank transactions to Great Plain

    Typically when Integration Manager is installed, you'll get a whole list of sample integrations that you can use to see how things are set up.  There should be one for Bank Transactions in there.

    This topic has some helpful info on when creating a bank integration:  community.dynamics.com/.../141142

    One thing to keep in mind, since the Bank Rec module does not have batches, when you import in to it, everything will automatically post.  There's no review process.  So I would definitely recommend testing in a test environment first.

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