Mercury + QuickBooks Online
Import Mercury statements into QuickBooks Online — without losing the Treasury detail
Mercury's QBO bank feed is solid for primary checking — but Treasury / IO yield accounts, multi-entity setups, and historical backfills still need a statement-based workflow. BridgeBooks reads Mercury PDFs and CSVs directly, captures yield income, fees, and FX as separate transactions, and pushes everything cleanly to QBO.
Why this is painful
What Mercury statements cost you today
Treasury and IO yield accounts often skip the feed
Mercury's bank feed handles primary checking well, but the Treasury money-market and IO yield accounts frequently land in QBO without proper categorization — accountants end up manually classifying interest income every month.
Multi-entity setups multiply the connection overhead
Startups with a parent company plus subsidiaries on Mercury end up maintaining a separate feed connection per entity. One re-auth cascades into hours of QBO troubleshooting across files.
Bank-feed-only flow loses the detail accountants need
Wire fees, ACH return fees, FX conversion fees, and interest accruals all need their own GL accounts for clean books. The feed lumps them. The statement breaks them out — if you can extract them.
Four steps
Mercury statement → QuickBooks Online
- 1
Download the Mercury statement
In Mercury → Accounts → Statements → download as PDF or CSV. Grab multiple months at once for catch-up engagements. Treasury and Working Capital statements download separately if you have them.
- 2
Upload to BridgeBooks
Drop the PDF or CSV — or up to 12 statements in one batch — into BridgeBooks. Multiple Mercury entities, multiple account types, mixed months all work in the same upload.
- 3
Our AI extracts and dedupes
Every transaction is extracted. 4-level duplicate detection flags anything already in your client's QBO file via Mercury's bank feed, so the two never collide on the same transaction.
- 4
Review and push to QuickBooks
Adjust vendors or accounts, flag anything uncertain, and push approved transactions directly into the client's QBO file via OAuth.
Mercury-specific details
Built around how Mercury statements actually look
- Works with Mercury Checking, Mercury Savings, Mercury Treasury (IO money market), and Mercury Working Capital statements.
- Multi-entity Mercury accounts: each entity can map to its own QBO file in one upload session.
- Treasury and IO interest income captured as a separate transaction so you can code it to the right interest-income GL.
- Wire fees, ACH return fees, and FX conversion fees isolated as separate transactions — categorize once via vendor rules and they auto-code on every future import.
- Works alongside Mercury's official QBO bank feed: 4-level dedupe prevents double-recording when both touch the same client file.
FAQ
Common Mercury questions
Comparing BridgeBooks to alternatives?
Side-by-side comparisons with the other tools accounting firms consider.
BridgeBooks vs AutoEntry
AutoEntry is a Sage-owned receipt + statement capture tool that supports QuickBooks Online as a secondary integration. BridgeBooks is purpose-built for QBO firms — multi-client workspaces, per-client vendor rules, 4-level dedupe against the QBO file, and a workflow tuned for the monthly accounting close.
Read moreBridgeBooks vs Booke.ai
Booke.ai is a broad AI-first bookkeeping automation play covering categorization, reconciliation, and chat-based clarification. BridgeBooks is purpose-built for one workflow — statement import into QuickBooks Online — with multi-cardholder attribution, 4-level QBO dedupe, and per-client vendor rules. Best fit when statement-import volume is the bottleneck and you want a focused tool, not a platform.
Read moreBridgeBooks vs Dext
Dext is a leader in receipt and supplier-invoice capture. It also handles bank statements, but as a secondary use case. BridgeBooks is purpose-built for statement import into QuickBooks Online — with multi-cardholder attribution, 4-level QBO dedupe, per-client vendor rules, and a workflow tuned for the accounting-firm monthly close. Most firms run both: Dext for receipts and bills, BridgeBooks for statements.
Read moreBridgeBooks vs DocuClipper
DocuClipper is a solid PDF-to-CSV OCR tool. BridgeBooks is a full statement-import workflow purpose-built for accounting firms: one workspace across every client, vendor rules that auto-code transactions on import, and a direct 1-click push to QuickBooks Online with duplicate detection — instead of a CSV you still have to map and upload by hand.
Read moreBridgeBooks vs Hubdoc
Hubdoc is a Xero-first product owned by Xero. It pushes to QuickBooks Online too, but the workflow is shaped around document fetching, not statement-volume processing. BridgeBooks is the QBO equivalent — purpose-built for firms importing dozens of bank, credit card, and Venmo statements per month into client QBO files, with vendor rules, multi-client switching, and duplicate detection built in.
Read moreBridgeBooks vs QuickBooks bank feeds
BridgeBooks isn't a QuickBooks Online replacement — it's a companion. QBO's bank feed handles the happy path. BridgeBooks handles the rest: broken or never-connected accounts, multi-month historical catch-ups, PDF-only sources (Venmo, merchant deposits, some credit unions), and multi-cardholder credit card statements. Same QBO file, same workflow, no duplication.
Read more
See BridgeBooks on your own client statements
Book a 20-minute demo — we'll walk through the full workflow on a real statement, answer your firm's questions, and put together a custom quote.
- Upload to reviewed push, end to end
- Run on a real client statement
- A custom quote for your firm
Request your demo
A real person responds — no automated follow-ups.