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Help needed - bank account not linking, how can I import the statement transactions using excel?

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Posted on by MP-21051311-0

Hello!

I am having trouble trying to figure out a manual way to import bank statement transactions into BC so that I can map and post them. Our PNC bank account is no longer linked for some reason (and won't let us re-link the account), so we can't automatically import the bank statement. I heard that there is a way to import the transactions using excel, can anyone give me the step-by-step instructions for this? Thank you!

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Saurav.Dhyani 14,386 Super User 2025 Season 2 on at

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Hi,

Open Bank Export/Import Setup and from action select Bank Statement File Format Wizard.

This wizard will help you with importing a file and will help to setup Bank Statement import.

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube

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Valentin Castravet 31,586 Super User 2025 Season 2 on at

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I wrote a blog post about this, hope it can help - The Easiest Way to Import Bank Statements into Dynamics 365 Business Central - Dynamics 365 Business Central Insights (valentincastravet.com)

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 96,048 Super User 2025 Season 2 on at

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Hi, hope the following helps as well.

Dynamics 365 Business Central 2021 release wave 1 (BC18): Simplified bank statement file import (Bank Statement File Format Wizard)

https://yzhums.com/11072/

Dynamics 365 Business Central: Add more custom processing when importing Bank Statement (Bank Export/Import Setup) – Customization

https://yzhums.com/44582/

Thanks.

ZHU

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