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    Setting Up Banking

    Using bank account cards, you can keep track of all your bank accounts, in any currency. After you have set up the bank accounts, you can also use the check printing option.

    To use electronic banking services to import bank statements and export payments, you must set up and enable the involved services.

    To See
    Set up bank account cards for each of your bank accounts, so you can keep track of banking transactions. Set Up Bank Accounts
    Set up an external service that enables you to import bank statements as bank feeds for payment application and bank reconciliation. Set Up the Envestnet Yodlee Bank Feeds Service
    Set up an external service that enables you to export your payments to the bank for processing and import bank statements as bank files for payment application and bank reconciliation. Use the AMC Banking 365 Fundamentals extension
    Tip

    Tip:
    The articles in this section describe built-in capabilities in the default version of Business Central. Your Business Central may include additional fields on the various pages to be compliant with regulations in your country or region, for example. Hover over a field to read a short description. Find information about built-in regulatory capabilities in the Local Functionality section.

    See also

    Reconciling Bank Accounts
    Managing Receivables
    Managing Payables
    Work with Business Central

    Find free e-learning modules for Business Central here

    All Rights Reserved | Sparkrock © 2025