Feature Requests & Feedback

Anyone else feels like export workflows always have a missing piece? So I've been chugging away at converting a couple of PDFs into QuickBooks-friendly files using Rocket Statements. Not bad as a tool - does the job, mostly. But every month, without fail, there’s this hiccup with translating everything neatly into formats that fit right into QuickBooks. It's like I'm missing a secret step or best practice.

Usually, it's a quick fix, but the constant stop-start? It’s throwing off my rhythm. And then, of course, there’s exporting to Google Sheets, which works like 8 out of 10 times for me… maybe because I like to make little tweaks post-export? Anyone got a nifty tip or two on how to streamline the whole process?

Also curious if folks have better luck using any other tools in tandem with Rocket Statements to smooth things out. Or am I the only one on this little roller coaster ride? Open for any hacks or suggestions!

Alright, so I've been using RS for a while—helps grab some statements and whatnot. But seriously, does anyone else get mixed up with different statement formats? Like, these banks just LOVE to have their own unique designs.

Tried pulling data into Google Sheets using the addon but, uh, formats still don't line up sometimes. Makes me wonder why there isn’t a universal format that all banks could just agree on. Lazy solution? Maybe.

You guys have a hack for this? Maybe some script or tips to make life easier when things don't line up after conversion. Don't really mean to rant but, the daily grind with this stuff—or maybe I'm just missing something obvious. Let me know!