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Mercury
Books
Getting Started With Books
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 to Books from QuickBooks Online or Xero
Connecting Your Accounts
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
Working With Transactions
Categorizing and splitting transactions
How auto-categorization works in Books
Managing categorization rules
Tagging transactions in Books
Matching payments to invoices and bills
Matching transfers between accounts
Closing the Books
Reconciling accounts in Mercury Books
Creating and managing journal entries
Understanding reports in Mercury Books
Understanding your Books home page
People & Access
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
Support & Resources
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
Sections
Getting Started With Books
Connecting Your Accounts
Working With Transactions
Closing the Books
People & Access
Support & Resources