Unable to link/refresh/import bank transactions

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Posted on by CU22071857-0

It happened today that when I tried to link/refresh/import bank transactions in my dynamics 365 business central, it kept saying "Technical Error". Does anyone know how to fix this? Appreciate the help!

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Dynamics 365 Business Central

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YUN ZHU 99,086 Super User 2026 Season 1 on at

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This doesn't look like a BC error. Is this some third-party integration? If so, there may be a problem with the integration.

Thanks

ZHU

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CU22071857-0 28 on at

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When I tried to re-link my bank account by clicking "Link to Online Bank Account", it gave me this error message. Is this because Envestnet Yodlee Bank Feeds extension has a problem or is it just me having the problem?

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Jeffrey Bulanadi 9,112 Super User 2026 Season 1 on at

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Hi,

The “Technical Error” message when trying to link or refresh bank transactions usually points to a sync issue between BC and the Yodlee bank feed service. Even if BC shows the account as unlinked, Yodlee may still consider it linked, which blocks re-connection.

Here’s what’s possible:

First, go to the Bank Account Card, choose Bank Statement Service, and try Unlink Online Bank Account. If that doesn’t work, open the Envestnet Yodlee Bank Feeds Service Setup page and toggle the service off, then back on. This resets the consumer identity and clears cached link data.

Next, return to the Bank Account Card and use Edit Online Bank Account Information to re-enter credentials. This often triggers a refresh and re-establishes the link.

If the error persists, try temporarily changing the Bank Statement Import Format to something else (e.g., BANKDATA), save, then switch it back to YODLEEBANKFEED. This forces BC to reinitialize the feed setup.

For multi-user setups, remember that only one BC user can pull transactions at a time. If another user needs access, they must update credentials via Edit Online Bank Account Information.

Helpful references:

Set Up Yodlee Bank Feeds – Microsoft Learn
BC & Yodlee Bank Linking & Troubleshooting – TESS Team
BC and Yodlee Linking Status Out of Sync – Dynamics Community
Bank Linking Issue – Microsoft Community
How to Import Banking Transactions – YouTube

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

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Sohail Ahmed 11,169 Super User 2026 Season 1 on at

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This is likely a temporary issue with the Bank Feed Service (like Envestnet Yodlee) used in Business Central for importing bank transactions

If the problem continues, report it to Microsoft support, as it may be related to a live service outage or API change from the bank side.

✅ Mark this answer as verified if it helps you.

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CU22071857-0 28 on at

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Thank you all for the help!

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