I have some templates that can help with that.  The layouts will depend on the transaction types you are importing.  Also, you can setup the bank feed, that has a way to enter the transactions into the system from the bank feed and could be useful.  Reach out and I can show you what that would look like and share the templates.  [email protected] 

I appreciate the response. Capital One Intellix doesn't connect with bank feed. If you have a template that would be helpful. Bank allows me export csv file. I tried creating payment journal insage 50.

I appreciate the response. Capital One Intellix doesn't connect with bank feed. If you have a template that would be helpful. Bank allows me export csv file. I tried creating payment journal insage 50.

Yes, I can send you a template to import the activity.  We just assisted a client importing their Amex activity, it was 800+ rows and worked great.  Send me an email and I can share it.  [email protected] 

[email protected]