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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Bank statement import ...
Small and medium business | Business Central, N...
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Bank statement import on bank rec wizard is missing

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Posted on by CU13010319-0 91
Prior to current version when I open up a bank reconciliation for a bank account, I can click the import bank statement button and if no data exchange definition was setup yet, the system would prompt with a assisted setup wizard to configure a data exchange definition for bank statement import. This would then create the data exchange pretty quickly and then allow me to import the bank statement file. However, now when I click the bank statement import I get a prompt of "the bank account must have a value in bank statement import format. Do you want to open the bank account card?" Regardless if I click yes or no, there is no wizard that pops up to assist in the setup, which appears that I would have to manually setup the data exchange definition for the bank statement. Is there a way to get the wizard enabled somewhere, or is this a feature that Microsoft has just removed and there is no choice but to setup the bank statement data exchange definition manually?
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Dynamics 365 Business Central
import bank state...

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  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,565 Super User 2025 Season 1 on at
    Bank statement import on bank rec wizard is missing
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,788 Super User 2025 Season 1 on at
    Bank statement import on bank rec wizard is missing
    Hi, just adding some info
     
    And it can also be found in the following place.
     
    Thanks
    ZHU
  • Verified answer
    Gavin Profile Picture
    Gavin 2,350 on at
    Bank statement import on bank rec wizard is missing
    Hi,
     
    I don't get the pop up however you can access the wizard via the "Bank Export/Import Setup" page as per below
     
     
     
    After setting this up you can then assign to the Bank Account.
     
    Hope this helps.
     
    Thanks
    Gavin
     
     

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