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3 threads

Navigating the Jungle of Export Workflows

sky Green's avatarsky Green

Okay, someone tell me if I’m just clueless or if there's some hidden trick here. Trying to streamline my export process and it's like wrangling cats. Rocket Statements has been...

fine. But when exporting statement into format QuickBooks loves, it's not always love back. I mean, some days it's perfect, other days it feels like I'm force-fitting data.

Wondering if anyone else tinkering with export settings has a hack to make QuickBooks embrace them better. Honestly, bulk download is a godsend when it decides to play nice.

But tweaking each time for exports gets old fast, ya know?

What’s been the consensus? Any secret workflows or little quirks people figured out to make exports smoother? I'm all ears.

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QuickBooks & Rocket Statements Sync—Hiccup or ID10T Error?

jax White's avatarjax White

So, anyone else find it a bit awkward trying to get Rocket Statements to play nice with QuickBooks?

I’m over here trying to sync everything up and I end up with transactions that don't match and some that stubbornly refuse to import properly. Is it just my workflow, or am I missing a step?

I checked and double-checked everything in QuickBooks and RS. It feels like there's this wall of confusion when switching between the two. Do you folks have any tips for better integration or settings I might be overlooking?

Man, it all seems fine on paper, but in practice, it's a whole different beast. Open to any insights or workarounds you all might have figured out.

Thanks!

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How Do You All Organize Statement Formats?

logan Allen's avatarlogan Allen

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!

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