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Setting Up Banking

Alaa Saad 20 Jan 2026

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

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.

Related information

Reconciling Bank Accounts
Managing Receivables
Managing Payables
Work with Business Central

Find free e-learning modules for Business Central here

Additional resources


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