Two-lane workflow: live bank sync + PDF exports — how do you avoid dupes?

Trying to streamline, but I keep running both lanes and second guessing myself.

Here’s what I’m doing:

• Some banks are on live sync in Rocket Statements. Others… not worth the chase, so I still grab PDFs at month-end.
• Mid-month I peek at the live feed to catch odd stuff (NSFs, random fees).
• Month-end I dump the PDFs into Rocket Statements, convert to QuickBooks-compatible, then import.
• Quick check in Google Sheets (using the addon) for memo cleanups and date fixes. REGEXREPLACE on those all caps memos. Sometimes dates flip mm/dd vs dd/mm and I miss it, probably me rushing.

It mostly works. Last month actually tied out quicker than I expected. But I’m getting occasional duplicates in QuickBooks if I’ve already got some of those live-sync transactions sitting there. Not blaming the tools, I’m probably mixing steps.

Questions:

• Do you pause/ignore the live sync during the final statement import? Or only import the delta based on end date?
• Anyone doing a pre-check in Sheets to flag overlaps before exporting from Rocket Statements? Simple formula or filter that’s working for you?
• Naming: do you keep the Rocket Statements export names, or add a suffix like “-stmt” so you know what came from PDFs vs live feed when you audit later?

Open to tweaks. Just want to stop babysitting for dupes and get back some brain cells. If you’ve got a checklist that keeps this tidy, would love to steal it.