Walkthrough: Get Isabel Bank Accounts and link to Business Central Bank Accounts

When using Isabel in Business Central, we need to link the Bank Accounts created in Isabel to Business Central Bank Accounts. We must first download the Bank Accounts from Isabel.

1. Choose the icon, enter Banking Connector Setup, and then choose the related link.
2. Select Actions and choose Isabel Connect menu, in this menu choose Refresh and select Refresh Accounts.

We have to link the downloaded Bank Accounts from Isabel with the Bank Accounts available in Business Central.

1. Choose the icon, enter Bank Accounts and then choose the related link.
2. Select the Bank Account we would like to link and choose the View action.
3. On the Bank Account Card page, navigate to the Banking Connector tab.
4. For field Isabel Id, click … to link this Bank Account to the Isabel Bank Account.

Note

Once the Bank Account is linked to the Isabel Bank Account, the connector will download the Bank Balance from Isabel.

Tip

Use Get Balance from the Isabel Connect actions menu, to update the Balance figure.