Feature Requests & Feedback

Ugh, is it just me or is managing real-time transaction syncing just a never-ending saga? Trying to keep all my statements aligned in Rocket Statements while QuickBooks needs a whole different format is... yeah. So I'm in this loop where syncing bank feeds with both tools feels like balancing on a tightrope. Would it kill for a smoother integration or maybe some kind of auto-update feature?

And what's with the constant format tweaks? I feel like I spend half my time re-converting CSVs to match QB's whims. So, Rocket Statements fits alright, but there's an endless back and forth bus to Syntax City and back. Anyone else in the same boat or is there a hack I missed?

Okay, so real quick, anyone having issues with the PDF to spreadsheet converter? It's like, most of the time, it's smooth sailing, and then bam, I hit some kind of "ingress error" and have no clue what I messed up. Gotta admit, I like Rocket Statements, but this is one of those times where tech just throws a curveball. I love how it updates live transactions—yep, that's on point.

Then there's QuickBooks integration, which should be seamless, but throwing these errors at me feels like being in a maze... fingers crossed it's just a phase, right? Maybe there's a workaround I missed? Sorry if I'm rambling, but anyone with tips or similar headaches—let's commiserate! Anything helps while I play this tech support roulette. 😅

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!