US
About Mercury statements
Mercury is a business banking platform aimed at startups, so its statements are usually for company accounts rather than personal ones. Download the statement PDF from the dashboard, under the account's Statements; that's the file an accountant will want as data, not a dashboard export.
It helps to know how the statement is put together. A Mercury statement can cover several sub-accounts, each keeping its own balance, and virtual-card transactions carry the merchant detail. A plain PDF export flattens that structure; the converter keeps each piece in its own column.
Amounts stay in USD (US dollars) and dates keep the MM/DD/YYYY order — no quiet day/month swaps on the way out. A scanned statement is no problem; it's read with OCR into the same layout, with the balance checked either way.
From there it's a normal QuickBooks import: the heavy lifting of reading the PDF is already done.
Why people convert Mercury to QuickBooks
Not every Mercury account is worth wiring a live feed to — a closed account, a rarely-used one, a single month you need on file. Converting the PDF is quicker than connecting a feed for a one-off, and it imports the same way.
It's handy mid-year too, not just at catch-up. A one-off Mercury account, a statement the feed skipped, or a closed account you still need on file — convert the PDF and it goes into QuickBooks like any other import.
Import a Mercury statement into QuickBooks
QuickBooks Online takes a CSV; QuickBooks Desktop takes a .qbo Web Connect file.
- Convert the PDF above. For QuickBooks Online download the QuickBooks CSV; for Desktop download the QBO.
- QuickBooks Online: Banking → Bank transactions → Link account → Upload from file.
- Pick the CSV, map Date / Description / Amount, choose the account, and import.
- QuickBooks Desktop: File → Utilities → Import → Web Connect Files, then select the .qbo.
infoOne honest caveat
The QBO file carries a placeholder bank id, so QuickBooks Desktop can reject it with an OL-301 error ("not a participating financial institution") until you set your own bank's id. For a reliable import, use the QuickBooks CSV in QuickBooks Online instead — we don't claim the QBO will import everywhere.
The totals are checked first
Before the QuickBooks-ready file downloads, the running balance is checked end to end. A missing or doubled line is caught at this step, not after it's already in QuickBooks.
Frequently asked questions
Will the Mercury file import into QuickBooks?expand_more
In QuickBooks Online the CSV imports cleanly under Banking → Upload from file. The Desktop QBO can hit an OL-301 error ("not a participating financial institution") until you set your own bank's id — so for Online, stick with the CSV.
What's on a Mercury statement?expand_more
A Mercury statement can cover several sub-accounts, each keeping its own balance, and virtual-card transactions carry the merchant detail. The converter reads each of those into its own column, so the QuickBooks-ready file imports into QuickBooks cleanly.
Where do I download the Mercury statement?expand_more
From the dashboard, under the account's Statements. Save the PDF, then drop it into the converter above — multi-page and multi-month statements are read in one go.
Does it work on a scanned Mercury statement?expand_more
Yes. Scanned or photographed PDFs are read with OCR into the same columns, and the balance check still runs, so a scan converts the same as a digital download.
Do I have to pay up front?expand_more
Converting is free to start. Excel, CSV and JSON download with no login; the QuickBooks file needs a free sign-in.