Exporting transaction data

Whether you want to upload transaction data to your bookkeeping software or just want to download transaction data to review offline, you can easily export info from your Mercury dashboard.

Export monthly transaction data

1. Go to your Documents & Data page.
2. In the Statements tab, you'll see a list of monthly statements for each account. Click the three dots on the far right of each row to open up your download options, where you can select either a QuickBooks CSV or NetSuite CSV. This will download a pre-formatted file that you can upload to your bookkeeping software of choice.