How can we help?

• Getting started with Mercury Books
• Choosing your accounting method
• Setting your entry start date
• Understanding your chart of accounts
• Why some transactions are missing from Books
• Moving from QuickBooks Online (QBO) to Mercury Books

• Connecting accounts and integrations
• Importing transactions with a CSV
• Integrations Mercury Books supports
• Using Stripe with Mercury Books
• Using Gusto with Mercury Books
• Using PayPal with Mercury Books

• Categorizing and splitting transactions
• How auto-categorization works in Books
• Using Mercury Books on cash basis
• Using Mercury Books on accrual basis
• Managing categorization rules
• Tagging transactions in Books

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• Reconciling accounts in Mercury Books
• Creating and managing journal entries
• Understanding reports in Mercury Books
• Understanding your Books home page

• Working with a bookkeeper in Mercury Books
• Sharing access to your books
• Adding your clients to Mercury Books
• Requesting a change to your accounting basis or chart of accounts

• What Mercury Books can and can't help with
• Getting help with Mercury Books
• Understanding categories, ledger accounts, and ledger codes across Mercury
• Using Mercury Books alongside another accounting system
• Using the Advisor Portal
• Joining the Mercury for Accountants partner program

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