Bank Account Import Selection
Business Value
When a bank connection is established, the bank releases every account of that access – which often includes accounts that should not be kept in Business Central: private accounts, dormant accounts, or accounts of other companies. Previously all released accounts were created in Business Central and had to be deleted again one by one.
With bank account import selection you decide inside the connection wizard which of the connected accounts are taken over. The others are never created in the first place.
Feature Description
The Connect Bank Accounts wizard gains an additional step after the connection has been established successfully. If new accounts were connected, the Congratulations! step points out that the accounts to be imported can be selected, and Next leads to the selection.
The Select your bank accounts step lists the connected accounts with the following columns:
| Column | Meaning |
|---|---|
| Connect | Specifies whether the bank account is imported into Business Central. |
| IBAN | IBAN of the connected bank account |
| Bank Account No. | Bank account number of the connected bank account |
| Currency | Currency of the connected bank account |
| Account Holder | Account holder of the connected bank account |
Choosing Finish creates the selected accounts as bank accounts in Business Central.
Accounts that are not selected are removed
Bank accounts that are not selected in this step are removed from the banking service and their authorization is revoked. This is therefore not merely skipping the import: if such an account is to be kept in Business Central later on, the connection has to be established again for it.
Good to know
The selection step only appears when new accounts were actually connected. If only accounts that are already known are returned, the wizard finishes with the import directly, as before.
For more information about establishing the connection, see Establish Bank Account Connection.