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Import bank statement

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Posted on by PD-27060950-0

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

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Business Central

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Valentin Castravet 24,785 Super User 2024 Season 2 on at

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Import bank statement

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PD-27060950-0 9 on at

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Import bank statement

Thank you so much....
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Valentin Castravet 24,785 Super User 2024 Season 2 on at

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Import bank statement

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/

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