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October 3, 2024
Question

I am trying to link my Mercury bank account with QBO, but it is not linking. Please guide me on what I should do.

  • October 3, 2024
  • 1 reply
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1 reply

October 3, 2024

Hey vraj-zylitix-ai,

 

Thank you for reaching out to the QuickBooks Community! I will be happy to help. Did you receive any error messages? If so could you share it with me below? In the meantime, you can manually upload your bank transactions to your QBO account as a workaround. To do this, download the entries from your bank's website in a CSV format. Then, import these transactions once ready. Please refer to the steps below when uploading these entries:

 

  1. On the left panel, click Banking.
  2. Click the drop-down arrow next to Update.
  3. Choose File Upload.
  4. Select the file, and click Browse.
  5. Click Next.
  6. Select the QuickBooks account, and click Next.
  7. Map the columns, and click Next.
  8. Select the transactions to import. and click Next.
  9. Click Let's Go!.

 

Once everything looks good, you can review and categorize your bank transactions to ensure they are assigned to the correct accounts.

 

I will be looking out to your response! See you in a few. 

 

October 3, 2024

I am trying to link my Mercury bank account, but the thing is that it is not validating my credentials. I am using the same credentials to login into my mercury account but quickbooks is rejecting my credentials saying invalid credentials. 
please help me out here. 

 

October 3, 2024

Thanks for responding! Could you try in a private browser and let me know if the same thing is happening? Use these keyboard shortcuts based on the browser you're using:

 

  • For Firefox or Microsoft Edge, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

I'll be right here to continue helping.