Convert Mercury (business banking) CSV to QBO / QFX / OFX

Drop your Mercury (business banking) CSV or Excel export below and get a Mercury (business banking) → QuickBooks/Quicken/Xero file in seconds. Private — nothing leaves your browser.

🔒 No upload 🏦 Mercury (business banking) (US) 💳 One-time $29
📄
Drop your bank CSV or Excel file here
or click to choose · .csv, .tsv, .xlsx, .xls
🔒 100% in your browser — nothing is uploaded

How to export your transactions from Mercury (business banking)

Mercury is a startup/business banking platform (deposits at partner banks Choice Financial Group, Column N.A., and Evolve Bank & Trust). It does NOT use traditional Intuit Direct Connect/Web Connect, so there is no contracted INTU.BID - intuBid is correctly empty (confidence none). Instead Mercury provides (a) a free native QuickBooks Online one-way API sync (transactions flow Mercury -> QBO; edits in QBO do not flow back; requires QBO Simple Start or higher - Solopreneur not supported), and (b) good direct file export, which is the main story for our tool. EXPORT STEPS: 1) Log in at mercury.com (full web app; export is web-based, not the app). 2) Open Transactions and apply date-range/account filters. 3) Click Export and choose CSV, QFX, or QBO; multiple accounts can be downloaded at once. 4) Alternatively use a transaction row's vertical-dots (kebab) menu to download a pre-formatted QuickBooks CSV or NetSuite CSV. Direct-export CSV columns: Date, Description, Amount (single signed column - credits positive, debits negative), Status (Sent/Cancelled/Failed/Pending), Source Account / Bank Name, Reference/Note, Counterparty/recipient, optional Tags. IMPORTANT QUIRKS for a parser: header row present; US MDY dates (MM/DD/YYYY); single signed Amount (not split debit/credit); pending vs posted via Status; multi-account exports include an account column. The DOWNLOADED-PDF statement (different from the CSV) is messier: amounts embed currency symbols like "$1,234.56" (breaks numeric parsing) and the statement splits transactions into separate tables by type (deposits, withdrawals, checks, transfers) each with its own columns, plus a payment-method/rails column (ACH, wire, card, check). Page angle: for users who prefer file import over the live QBO sync, convert Mercury's CSV (or re-tag its native QBO/QFX), and strip currency symbols / merge the per-type tables when starting from a PDF.

Once you have the file, drop it into the converter above. LedgerBridge auto-detects the date, amount and description columns — adjust the mapping if needed, choose QBO for QuickBooks (or QFX for Quicken, OFX for Xero), and download.

Tips for Mercury (business banking) files

  • Choose MM/DD/YYYY as the date format if auto-detect guesses wrong.
  • If withdrawals come in as positive numbers, tick “Flip amount sign”.
  • For credit-card exports, set the account type to Credit card.
  • If QuickBooks rejects the file, open Advanced and confirm the INTU.BID — selecting “Mercury (business banking)” in the bank dropdown autofills it.

FAQ

How do I export a CSV from Mercury (business banking)?

Mercury is a startup/business banking platform (deposits at partner banks Choice Financial Group, Column N.A., and Evolve Bank & Trust). It does NOT use traditional Intuit Direct Connect/Web Connect, so there is no contracted INTU.BID - intuBid is correctly empty (confidence none). Instead Mercury provides (a) a free native QuickBooks Online one-way API sync (transactions flow Mercury -> QBO; edits in QBO do not flow back; requires QBO Simple Start or higher - Solopreneur not supported), and (b) good direct file export, which is the main story for our tool. EXPORT STEPS: 1) Log in at mercury.com (full web app; export is web-based, not the app). 2) Open Transactions and apply date-range/account filters. 3) Click Export and choose CSV, QFX, or QBO; multiple accounts can be downloaded at once. 4) Alternatively use a transaction row's vertical-dots (kebab) menu to download a pre-formatted QuickBooks CSV or NetSuite CSV. Direct-export CSV columns: Date, Description, Amount (single signed column - credits positive, debits negative), Status (Sent/Cancelled/Failed/Pending), Source Account / Bank Name, Reference/Note, Counterparty/recipient, optional Tags. IMPORTANT QUIRKS for a parser: header row present; US MDY dates (MM/DD/YYYY); single signed Amount (not split debit/credit); pending vs posted via Status; multi-account exports include an account column. The DOWNLOADED-PDF statement (different from the CSV) is messier: amounts embed currency symbols like "$1,234.56" (breaks numeric parsing) and the statement splits transactions into separate tables by type (deposits, withdrawals, checks, transfers) each with its own columns, plus a payment-method/rails column (ACH, wire, card, check). Page angle: for users who prefer file import over the live QBO sync, convert Mercury's CSV (or re-tag its native QBO/QFX), and strip currency symbols / merge the per-type tables when starting from a PDF.

Is my Mercury (business banking) data uploaded anywhere?

No. The conversion happens entirely in your browser. Your statement and account number never leave your device — safe even for client confidentiality requirements.

Will the file import into QuickBooks?

Yes. We generate a valid OFX 1.0.2 (SGML) document with the correct header and identifiers. Convert a small file free first to confirm it imports cleanly, then unlock unlimited.

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