Convert a Mercury account PDF statement to QuickBooks. Upload the PDF for a clean .QBO file that imports any period, even from before you connected the sync.
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Mercury is a financial technology company that provides business banking for startups and growing companies, not a chartered bank itself. Banking services are provided by its partner banks, Choice Financial Group and Column N.A., Members FDIC. Mercury offers a direct accounting integration with QuickBooks Online, but it is a software sync rather than a Web Connect bank feed, so it does not always cover the history you need. If you keep your books in QuickBooks and bank with Mercury, upload a Mercury PDF statement at the top of this page to get a QuickBooks-ready file in seconds.
The converter turns a Mercury account PDF statement into a .qbo Web Connect file that imports into QuickBooks Online or QuickBooks Desktop, plus matching Excel and CSV copies. Every transaction keeps its date, description, and amount, and the parsed total is checked against the statement total before you export. This page covers how Mercury connects to QuickBooks, how to export Mercury activity for any period, and how to import the file when the live sync does not reach far enough back.
Built for the statements US banks actually send, checked before it exports.
The converter adds up the transactions it parsed and matches that to the statement total before you export, so nothing is silently dropped.
Valid OFX 1.02 with QuickBooks Web Connect headers. Online and Desktop import it as a standard bank feed.
OCR runs before parsing, so a scanned or photographed paper statement comes out the same as a digital PDF.
Bulk upload for catch-up and cleanup work. Each file gets its own reconciliation check and its own exports.
Enter the password on upload. Multi-column and multi-page statement layouts are parsed too.
One conversion, three files: the .qbo for QuickBooks, an XLSX to review, and a CSV for everything else.
Three steps. No column-mapping wizard.
Drag in a PDF, a scan, or a phone photo. Password-protected and multi-page files are fine.
Every transaction is extracted and checked against the statement total. You see the parsed rows before exporting.
Download the .qbo and import it as a Web Connect bank feed. Excel and CSV are in the same download.
The specifics that decide whether the import is clean. If your case is not here, email [email protected].
Yes. Mercury offers a direct integration with QuickBooks Online, and it also connects to NetSuite and Xero. The connection is a one-way sync that passes transactions from Mercury into QuickBooks several times a day; edits made in QuickBooks do not flow back to Mercury. It is an app integration, not a .qbo bank feed, so it syncs activity going forward rather than backfilling old history.
In Mercury, open the accounting or integrations area, choose QuickBooks Online, authorize the connection, and map each Mercury account to the matching QuickBooks general ledger account. Once mapped, Mercury posts new transactions into QuickBooks automatically through the day. For activity from before you linked the two, or from a closed account, the sync will not reach it, so convert the statement instead.
Without the integration, Mercury lets you download transactions as a CSV from the Accounting page, including a preformatted QuickBooks CSV option on each row. A CSV is not a .qbo file, though, so QuickBooks Online makes you map columns and choose an account before it imports. Converting the PDF statement to a .qbo skips that mapping and drops straight into the bank feed review queue.
The usual causes are a broken or expired authorization and a sign-in error (QuickBooks error 103) when the bank-feed style link cannot reauthenticate Mercury, even when the login works on Mercury directly. Date-range gaps also leave older transactions out, since the sync only carries activity forward. Converting the PDF statement to a .qbo avoids the login step entirely and imports every line the statement shows.
Mercury is a financial technology company, not a chartered bank. Deposit and banking services are provided by its partner banks, Choice Financial Group and Column N.A., both Members FDIC, which hold the funds and supply the routing numbers. That matters for QuickBooks because the account you reconcile is the Mercury account, and the .qbo you convert carries the transactions exactly as the Mercury statement lists them.
Sign in to Mercury, open the account, and go to the statements or documents section. Pick the month you want and download it as a PDF; Mercury produces a monthly statement for each account. Save the statements for any period you still need in QuickBooks, including months from before you connected the integration, and the converter reads each one the same way.
Convert the Mercury PDF to a .qbo file with the tool above, then import it. In QuickBooks Online, go to Transactions, then Bank transactions, then Upload from file, and select the .qbo. In QuickBooks Desktop, use File, Utilities, Import, Web Connect Files. QuickBooks asks which account the transactions belong to and routes them into the review queue for matching, exactly like a live feed.
Mercury statements list transactions in date order with a description and an amount, separating deposits and incoming transfers from card spend, outgoing payments, and fees, with a beginning and ending balance for the period. The converter ignores the summary boxes, balance tables, and account details, so only real transactions reach your .qbo file. It also reads scanned or exported PDFs through OCR the same way it reads a native download.
Yes. Whether the PDF is a Mercury checking or savings statement or an IO credit card statement, the converter reads the dated transaction lines and builds a .qbo you import the same way. Credit card activity imports into the matching QuickBooks credit card account rather than a bank account, so point the upload at the right account and the charges and payments land in the review queue.
Accuracy is what matters most, because a converter that drops or misreads a transaction costs more time than it saves, and the error usually surfaces weeks later during reconciliation. This tool adds up the transactions it parsed and checks that figure against the statement total before it lets you export, so the .qbo reflects every line Mercury printed. You review the parsed rows in the preview, then export once the numbers tie out.
Upload a PDF, see every transaction extracted in seconds. No card to try it.
Still comparing tools? See our bank statement to QuickBooks converter comparison.
Start by uploading a Mercury statement in the converter above. See how the underlying PDF to QBO converter works, follow the steps to import bank statements into QuickBooks Online, read about the QBO file format, set up the bank statement to QuickBooks Desktop import, or convert another startup banking account such as Brex, Bluevine, or Axos Bank. If you also need the data in a spreadsheet, the sister tool to convert a bank statement to Excel covers that, and teams paying vendors can streamline it with accounts payable automation.
Same converter, tuned for the layout each bank uses. Find yours:
For one bookkeeper running monthly close.
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$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
For an accounting firm or finance team with steady volume. Adds QuickBooks .qbo export and bulk conversion.
USD
per month
billed as
$888 yearly
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| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
For lenders, audit firms and analysts running thousands of statements a month.
USD
per month
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
