To link your Mercury Treasury account in QuickBooks Online (QBO), follow these steps to ensure a successful connection.
Set up your bank feed
- Log in to QuickBooks and go to Transactions > Bank transactions
- Click the Link account button (not the dropdown arrow)
- Complete the authentication flow in QBO
- Select your Treasury account, map it to a QuickBooks GL, and click Connect
Choose the right Mercury connection
- When prompted in QBO, create a new Mercury connection
- Locate Mercury under the Recommended section, or search for it manually
Avoid duplicate transactions (for pre-April 2025 links)
If you had Treasury linked before April 2025:
- Map to the same GL code previously used
- In the Link account flow, select a start date later than the last posted Treasury transaction in QuickBooks
Mercury Treasury is offered by Mercury Advisory, LLC, an SEC-registered investment adviser. This communication does not constitute an offer to sell or the solicitation of any offer to purchase any security. Funds in Mercury Treasury are subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. Please see full disclosures at mercury.com/treasury. Mercury Advisory is a wholly-owned subsidiary of Mercury Technologies.