Managing accounting integrations

Mercury lets you integrate with popular accounting softwares so your transactions sync seamlessly. This article explains which integrations are available, how syncing works, and how to review and manage transactions from the Accounting page.

Available accounting integrations

You can connect Mercury to the following accounting platforms:

Each integration has its own setup steps and limitations. For details, visit the dedicated support article for the software you’re using.

If you don’t have an accounting integration connected, you can still export transactions (including categories) as a CSV file and upload them to your accounting software manually. Click the download icon on your Accounting page to get started.

Syncing basic transaction data

When you connect Mercury to QuickBooks Online, Xero, or NetSuite, Mercury sends a bank feed with baseline transaction details including:

Amount
Description
Transaction date

The bank feed syncs automatically multiple times a day.

Enriching transaction data

You can optionally add additional details to transactions in Mercury before syncing them to the accounting software, including:

GL codes
Classes (if applicable)
Counterparty (like vendor or customer, if applicable)
Receipts and attachments
Notes

Note: You can add these details from either the Transactions or Accounting page, but they won’t sync to your accounting software unless you sync them from the Accounting page.

Syncing enriched transaction data from the Accounting page

The Accounting page lets Admin and Accountant users review, categorize, and sync transactions to your connected accounting software.

Get started by clicking on Accounting from the left-hand side of your dashboard.

Review and prepare transactions

Transactions are grouped based on what needs to be done before syncing:

Review tab:
- Ready to approve: review transactions that are already coded, then mark them as ready to sync.
- Needs categorization review: check Mercury’s suggested coding and make any necessary changes.
- Missing accounting details: see which transactions are missing accounting coding.
- Missing receipt or note: see which transactions are missing required spend documentation.
Ready to sync tab: transactions that have been marked as ready will sync on the cadence you set.
Synced tab: transactions that have been successfully synced to your accounting software.

Note: When you sync enriched transaction data, Mercury does not create a duplicate transaction. The existing bank feed entry in your accounting software is updated with the new details; your accounting software will prompt you to match the updated transactions, as needed.

Resolve sync errors

If a transaction fails to sync, it will appear in the Sync errors tab. You can click into a transaction to view the specific error message.

Once the issue is resolved, you can mark the transaction as ready and sync again.

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

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