Set Up Minteo

Minteo Bank Integration sends payments from Business Central to your bank and fetches bank statements back. It works through the standard Business Central features: the payment journal, bank reconciliation and the payment reconciliation journal.

Open the setup guide

Open the guide in one of two ways:

  • Search for Assisted Setup and choose Set up Minteo bank integration in the list.
  • Or search directly for Set up Minteo.

The welcome step of the Set up Minteo guide

Run the guide

  1. Credentials: enter your Client ID and Client Secret. Choose Test Connection to check them. The first time, you are asked to accept that Business Central connects to an external service.

    The credentials step with Client ID, Client Secret and Test Connection

  2. Configuration: leave Download Minteo configuration selected and choose Next. This imports the Minteo formats for payments and bank statements.

  3. Troubleshooting: leave both options off in daily use. See Troubleshooting.

    The configuration step with Download Minteo configuration on and both troubleshooting options off

  4. What's next: shows the remaining steps. Bank Accounts and Payment Methods open the pages directly.

    The last step of the guide, listing the remaining steps

Continue with Bank Accounts and Payment Methods.