Okay, squeezing in some notes between calls here. Can we talk about the quirk of using Rocket Statements to spit out QuickBooks-friendly files? Not sure if I'm the only one finding the process kinda fiddly. Like, sometimes I feel like I'm going in circles trying to make sure the numbers align just right.
Anyway, a bit of venting: received a stack of PDFs that I needed to convert fast, and Rocket does its thing decently, but there's always that moment before import, like, is this gonna skew my data?
Does anyone else use a secondary check? Or maybe there's a smoother way I'm missing? The bulk download is great for time-saving, but double-checking each file manually sort of defeats the purpose, ya know?
Just curious how you're all handling this merging process—especially if you’ve got other tools in your arsenal.