Connect Mercury and QuickBooks Online to unlock the power of automation

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How Zapier works

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Select a trigger from Mercury

A trigger is an event that starts your Zap and runs the workflow. For example, with Mercury, a trigger could be "Account Balance."
A trigger is the event that kicks off your automated workflow.

Setup an action from QuickBooks Online

An action is what takes place after the automation is triggered. For example, with QuickBooks Online, the action could be "Create Bill (Item Based)."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Mercury to QuickBooks Online

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Mercury to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Mercury + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Mercury and QuickBooks Online

How do I set up the integration between Mercury and QuickBooks Online?

To set up the integration between Mercury and QuickBooks Online, you'll first need to create an account with both platforms if you haven't already. Once you have your accounts, you can connect them using our integration platform, which allows you to configure triggers and actions that automate data flow between the two systems.

What kind of triggers and actions are available when integrating Mercury with QuickBooks Online?

When integrating Mercury with QuickBooks Online, you can set up triggers such as 'New Transaction in Mercury' or 'Updated Account in Mercury'. Corresponding actions in QuickBooks might include 'Create Invoice', 'Add Payment', or 'Update Customer' to keep your financial data synchronized.

Does the integration support automatic syncing of financial data?

Yes, our integration supports automatic syncing of financial data. By setting specific triggers in Mercury like a new transaction or an updated account, corresponding actions in QuickBooks will execute automatically to ensure your records are always up-to-date.

Is it possible to customize the fields that are synchronized between Mercury and QuickBooks Online?

Customization of fields is possible when setting up triggers and actions. You can select which specific data points from Mercury should be mapped to fields in QuickBooks for each transaction type, ensuring that only relevant information is synchronized.

What should I do if I encounter issues during the setup process?

If you encounter any issues during the setup process of integrating Mercury with QuickBooks Online, we recommend checking our troubleshooting guide or contacting our support team. We offer detailed documentation and assistance for common problems such as authentication errors or misconfigured triggers.

Can I use this integration for real-time updates?

Our integration provides real-time updates by using immediate triggers from Mercury such as a new transaction entry; these then prompt instantaneous actions like creating a corresponding entry in QuickBooks Online. This ensures your data reflects real-time changes.

Is there a limit on how many transactions can be synced daily through this integration?

There might be limitations based on your subscription plan with us regarding daily transactions syncing. However, generally speaking, the platform efficiently handles typical business volumes. For exact limits related to your account tier, please consult our service agreement or contact support.

Connect Mercury and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Mercury triggers, actions, and search
    Account Balance

    Triggers when an account's balance changes.

    Trigger
    Scheduled
    Try It
  • Mercury triggers, actions, and search
    Failed Transaction

    Triggers when a transaction fails.

    Trigger
    Scheduled
    Try It
  • Mercury triggers, actions, and search
    Settled Transaction

    Triggers when a transaction settles.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • Mercury triggers, actions, and search
    Cancelled Transaction

    Triggers when a transaction is cancelled.

    Trigger
    Scheduled
    Try It
    • Include Credit Accounts?
    Trigger
    Scheduled
    Try It
  • Mercury triggers, actions, and search
    Transaction Update

    Triggers when a transaction changes status. This will trigger on any update to a transaction, including revisions to the amount following settlement, such as in the case of tips for service staff.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It

Learn how to automate Mercury on the Zapier blog

Learn how to automate QuickBooks Online on the Zapier blog

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About Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
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Related categories
  • Accounting
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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  • Accounting
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