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Revisiting Old Workflows: PDF Conversion Blues

Aurora harris's avatarAurora harris

So... weird question, but does anyone else feel like wrangling with PDF bases systems gives more gray hairs than anything else? I mean, Rocket Statements has helped a fair bit, especially when dealing with direct uploads from clients - but every once in a while, PDFs just hate being converted.

You’ve got these PDFs that are theoretically ready-proofed and should convert smoothly into spreadsheets, but honestly, they sometimes look like a spreadsheet vomited numbers and letters. Really wish there was like a PDF whisperer. I always end up having to cross-check like 3 different systems.

Also side note, messy mismatched data when pulling them to QuickBooks. Integration is smoother than my first rodeos, but at times I need to manually adjust every cell. Bleh. Is it just me? Or do others have secret hacks for this circus?

Feel free to share your workflow – could use some new tricks or maybe just a venting buddy. Cheers!

Comments (1)

millie murphy's avatar
millie murphy6 months ago

haha oh man, pdfs can be their own beast for sure. sometimes feels like they just refuse to play nice with the rest of the data, no matter what you try. rocket statements helps a bunch but yeah, getting the data to behave between sheets and quickbooks is like trying to convince a cat it wants a bath. i usually end up doing a lil' dance with some extra manual checks too.

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