Feature Requests & Feedback

Okay, so here's the deal. Working with a zillion bank statements coming in from different folks has got me tangled. Rocket Statements is in my toolkit, but when we hit the point of needing to share docs with clients—holy moly, things get murky. It’s like, I just want a smooth flow from converting those PDFs to sharing them hassle-free. Anyone else feel like document management becomes a beast here?

Sometimes, I think I'm over the whole dragging files into folders thing, but you gotta do what you gotta do, right? Is there a trick I'm missing to make the sharing part less... clunky? Wish there was, like, one smooth pipeline from Rocket to the client's hands without me playing file curator all day.

Anyone else out there finding a smart workaround or maybe using it alongside another tool that cuts down on this back and forth? I'm open to suggestions because, yeah, I could use a breather on this one.

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.

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!

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!