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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Import bank statement
Small and medium business | Business Central, N...
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Import bank statement

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Posted on by PD-27060950-0 9
Hello,
 
I have an issue regarding importing bank statements from a Linked bank account. My bank is BMO Bank and have linked bank account in BC today. When I try to import bank statements to reconcile only transactions from 12th June onwards get imported. Transactions before 12th June do not get imported into Business Central. Has anyone faced this issue and resolved it?? if yes please let me know.
 
Thanks,
Pramod
 
 
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 31,551 Super User 2025 Season 2 on at
    Yes this is a common issue with Yodlee. Some bank only provide access to a few days/weeks of transactions, and not entire months. There is no solution. This is why I don't recommend using Yodlee and prefer setting up a manual csv file bank statement import. If that's a path you'd like to take I wrote a blog post about setting up bank statement imports from csv files - https://valentincastravet.com/create-a-bank-statement-import-format/
     
  • PD-27060950-0 Profile Picture
    PD-27060950-0 9 on at
    Thank you so much....
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 31,551 Super User 2025 Season 2 on at
    Please mark the answer as verified if it helped!

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