Thanks for getting involved with this thread, JFCross.

If you're working with a CSV file to upload transaction data, you'll initially need to install the QuickBooks Import Except and CSV toolkit.

This toolkit contains:
 

• CSV Examples Folder – 4 sample CSV files, one for each type of list.
• XLS Example Folder – A sample Excel file containing 4 worksheets, one for each type of list.
• Allowed fields – A reference guide explaining what fields are available for Excel and CSV import.
• Import from Excel and CSV Manual – A PDF document with instructions, best practices, and notes.

Here's how to install it:
 

1. Download a copy of the toolkit.
2. Save your file to the Windows Desktop location, then hit Save.
3. Double-click QuickBooks_Import_Excel_and_CSV.exe file in your Desktop folder to open the WinZip Self-Extractor window.
4. Click Browse and choose a folder where you want to install your toolkit (such as the Desktop folder), then press OK.
5. Hit Unzip to extract the contents.
6. Select Close to close your WinZip Self-Extractor.
7. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

Once you've installed your QuickBooks Import Excel and CSV toolkit, you'll be able to begin importing CSV files. Be sure to review the Import from Excel and CSV Manual if necessary, as this has instructions for importing CSV files.

In the event you're working with an Excel file, you can refer to the steps in our Import or export MS Excel files article.

I've also included a detailed resource about importing data which may come in handy moving forward: Import & export data

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Tuesday!