Basics – Bank/Credit card feed

  • Business Central / NAV UG

    Basics – Bank/Credit card feed

    Posted by Emily Most on April 8, 2024 at 1:23 pm

    Hello! I am very new to Business Central. I come from 14 years of QBO and am working hard to retrain my brain. We are transitioning to Dynamics from a construction software, so I am starting from scratch. Dynamics will allow us to grow, but it’s a bit of a learning curve.

    A few questions so far:
    1. I see where I can add a bank feed – in the options via plaid, only one entity comes up and it doesn’t show the others to select. I reached out to the bank, and they advise it’s not on their end. Any ideas?
    2. I want to connect our credit card. Do I have to upgrade for this? Not getting clear information.
    3. In QBO, I would receive the payment, make the deposit and then match to the transaction that came in through the bank – what is the best way to do this in BC?

    Emily Most replied 2 weeks, 5 days ago 2 Members · 2 Replies
  • 2 Replies

Log in to reply.

Start of Discussion
0 of 0 replies June 2018
Now

Report

Harassment or bullying behavior
Contains mature or sensitive content
Contains misleading or false information
Contains abusive or derogatory content
Contains spam, fake content or potential malware

Block Member?

Please confirm you want to block this member.

You will no longer be able to:

  • See blocked member's posts
  • Mention this member in posts
  • Invite this member to groups
  • Message this member
  • Add this member as a connection

Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.

Report

You have already reported this .

Welcome to our new site!

Here you will find a wealth of information created for people  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!