How to Convert a Mercury Bank Statement to Excel or QuickBooks

Mercury is built for startups, and it does let you export transactions as a QuickBooks or NetSuite CSV from the dashboard. But your monthly statements are PDFs — and those are what you need for an audit, a due-diligence data room, a loan or credit application, or a catch-up where the CSV export doesn't go back far enough. Here's how to turn a Mercury statement PDF into Excel, CSV, or a QuickBooks .QBO file.

Get your Mercury statement PDF

1. Sign in at mercury.com and open the account.
2. Go to Documents (Statements).
3. Download the monthly statement PDF. For Mercury Business you can also bulk-export several months at once.

Convert it

1. Open Convert Bank Statements and drop the Mercury PDF in.
2. Every transaction is extracted automatically — no template setup.
3. Check the balance badge: Balanced means beginning balance + deposits − withdrawals equals the printed ending balance.
4. Export as Excel, CSV, QuickBooks (.QBO), or OFX and import via QuickBooks' Upload from file (or Xero / Wave).

Mercury-specific tips

• When the CSV export isn't enough. Mercury's transaction export is CSV only; if your accountant wants .QBO or OFX, or you need the official statement rather than a transaction dump, converting the PDF is the clean path.
• Currency symbols in amounts — a common Mercury CSV headache in Excel — are handled, so amounts import as clean numbers.
• Mercury Treasury / multiple accounts in one statement are split per account, each reconciled on its own opening and closing balance.
• Screenshots or scanned copies work too; the balance check catches OCR misreads. See the scanned statement guide.

Is it accurate?

Every account is reconciled the way a bookkeeper would check it. If a row breaks the math, it's flagged for review instead of silently exported — so a misread digit can't sneak into your books. Details on our security page.

FAQ

Doesn't Mercury already export CSV? Yes, for transactions. Convert the statement PDF when you need .QBO/OFX, the official statement (audits, loans), or history the export doesn't cover.

Is my data safe? Your PDF is never stored and never used to train AI. See our Privacy Policy.

How much does it cost? 15 free pages on sign-up. Page packs start at $12 and never expire. See pricing.

Convert a Mercury statement now →

Related guides

• Convert a Brex statement
• Convert a bank statement to QuickBooks (.QBO)
• Catch-up bookkeeping: convert a year of statements
• Convert a scanned bank statement (OCR)

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Not affiliated with or endorsed by Mercury. Mercury is a financial technology company, not a bank; banking services provided by its partner banks. Mercury is a trademark of Mercury Technologies, Inc.