Download your Mercury statements
Where to find Mercury monthly statements and how to get them into ZeraBooks as PDFs.
Download a statement
Mercury keeps statements in its documents area, one account at a time.
Sign in to Mercury on a computer.
Click your company name at the top left and open "Documents & Data".
Choose the account from the dropdown.
Find the month and download the PDF.
In ZeraBooks, click Banks & Cards › Upload statement, choose the matching account and upload the file. See Upload a bank or card statement.
How far back you can go
Mercury posts each monthly statement in the first few days of the next month.
PDF or CSV
Download the PDF statement. ZeraBooks reads the printed opening and closing balances from it and uses them to prove the month is complete. See How ZeraBooks proves a statement.
Mercury also offers CSV exports from the statement row's menu and from the transactions page. A CSV works in ZeraBooks too, but it usually has no opening or closing balance. After you upload one, enter both balances exactly as printed on the statement with Fix statement details… in Reconciliations. See Fix a month that doesn't tie.
Only need the transactions in a spreadsheet? Once you have the Mercury PDF, convert it to Excel or CSV with the ZeraBooks bank statement converter.
Important: Statements are per account. Choose the right account in the dropdown, and upload each into its own matching account in ZeraBooks.
Frequently Asked Questions
This month's Mercury statement isn't there yet. Why?
Mercury posts statements in the first few days of the next month. Check again after the 3rd.
Where are my Mercury card statements?
Mercury card statements are separate from the checking statement. Upload them into a credit card account in ZeraBooks.
Can ZeraBooks connect to my Mercury account directly?
No. ZeraBooks has no bank feeds and never asks for your Mercury sign-in. Download each statement and upload it.
Which statements should I download?
Every month from the date your books start, for every account, oldest first. Upload one account's statement per file: each statement's opening balance is checked against the previous month's closing balance. See Upload a bank or card statement.
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