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 on web.

Export monthly transaction data

1. Go to your Documents & Data page
2. In the Statements tab, click the drop down to select the account(s) you need data for
3. Click the vertical 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

Export filtered transaction data

1. Go to your Transactions page 
2. Click Export all, or apply filters and click Export filtered
3. Choose your format (.csv or .xlsx) and click Download
    

Bulk downloading documents 

You can bulk download receipts, bills, and other documents that were previously attached to your transactions. Here's how to get a copy of your attachments for a specific time range:

1. Head to Documents & Data 
2. Select Receipts & Attachments
3. Choose the attachment type(s) and your date range
   • Note: You can select any date range, but each download is limited to 31 days of attachments. You can repeat the process to access additional time periods.
4. Click Download
5. We’ll email you a link once your transaction attachments are ready for download. Note: The download link will remain active for 48 hours.
6. Click Done