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!