This guide will walk you through downloading a CSV file containing your transaction history for your Mercury Treasury account.
What you'll need:
Your Mercury account login credentials (Username & Password)
Steps:
Log in to your Mercury account using your username and password.
Once logged in, navigate to the Documents and Data section. You can usually find this option on the left sidebar menu.
Under Statements, you'll see two dropdowns:
Year: Select the year for which you want to download the transaction history.
Accounts: Choose the specific Mercury Treasury account for which you want the CSV file. Remember to select only one account at a time.
Locate the most recent statement available for the chosen year and account. You'll see three dots (...) on the right side of the statement.
Click on the three dots (...) and select Download QuickBooks CSV.
Your CSV file will be downloaded and saved to your device.