Hello @jon1736,
Let's manually create a CSV file of your bank transactions do you can upload it into your account successfully.
To start with, these are the following formats of a CSV file you can choose from:
Here's an article you can read to learn more about how you can create a CSV file of your bank transactions: Import bank transactions using Excel CSV files.
Once you have created your file, here's how you can import your bank transactions:
- Go to the Gear icon.
- Under Transactions, select Imports.
- Select Import older transactions.
- Tap Browse.
- Find and open the CSV file of your bank transactions.
- Hit Open.
- Click Continue.
See this article for more insights in uploading your bank transactions: Add older transactions to QuickBooks Self-Employed.
I've also included this article that'll help you categorize your bank transactions; Create rules to speed up reviews in QuickBooks Self-Employed.
If there's anything else that I can help you with, please let me know in the comment section down below. I'm always around happy to help.