Managing Live Bank Sync vs. PDF Exports – Finding Middle Ground

Okay, so here's the deal. I’m juggling between live bank sync and exporting PDFs to QuickBooks, and let’s just say... it’s a bit chaotic.

RS is pretty handy for converting docs and all, but... does anyone else find the overlap a nightmare? Like, trying to avoid double entries and yeah, keeping everything neatly organized is kinda hit and miss. Sometimes, I’m just sitting there wondering if my folders are up-to-date or if I’ve got stragglers lingering in my inbox. Ugh.

And don’t get me started on version tracking when different people on the team are pulling files... Why does it feel like there's always one step back for every two steps forward? Anyone cracked a good system yet?

Kind of in a "try everything and hope for the best" mode here. Feedback appreciated!