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Zapier makes it easy to integrate Mercury with QuickBooks Online - no code necessary. See how you can get setup in minutes.
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Mercury
Mercury
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
Mercury
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Checking/Savings Account Balance Update" from Mercury.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Mercury and QuickBooks Online, automating your workflow.
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.
Triggers when a new transaction is created on any bank account (eg. Checking or Savings). Optionally, can also include any Credit account (eg. Physical/Virtual Credit or Debit). This trigger fires before the transaction settles.
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.
Create a new record or update an existing record in your app.
Vendor
Required
Terms
Transaction Date
Due_date
Bill Number
Department
Currency
Exchange Rate
Global_tax_calculation
Description
Amount
Required
Billable?
Customer
Class
Account
Required
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deposit To Account
Required
Transaction Date
Private Note
Currency
Exchange Rate
Global Tax Calculation
Department
Transaction Source
Transaction Location Type
Amount
Required
Account
Required
Payment Method
Description
Transaction Type
Entity
Class
Check Number
Tax Code
Tax Applicable On
Cash Back Account
Cash Back Amount
Cash Back Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Email
Send Later?
Billing_address
Credit_memo_date
Credit_memo_number
Auto Generate Credit Memo Number
Class
Amount
Required
Service_date
Product/Service
Description
Quantity
Rate
Tax
Class
Message_displayed_on_credit_memo
Memo
Apply Tax After Discount?
Discount_value
Discount_percent
Sales Tax Rate
Shipping Cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Number
Line_amount
Required
Line_description
Line Item/Product
Line Item Quantity
Line_item_tax_code
Line Item Service Date
Rate
Tax_calculation
Transaction Date
Expiration_date
Ship Date
Message displayed on estimate
Billing_address
Billing Address City
Billing Address Country
Billing Address Postal Code
Billing Address State/Province
Shipping_address
Shipping Address City
Shipping Address Country
Shipping Address Postal Code
Shipping Address State/Province
Shipping amount
Bill Email
Send later
Discount_value
Discount_percent
Class
Sales Terms
Shipping Method
Tracking Number
Private Note
Transaction Status
Apply Tax After Discount
Print Status
Department
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
Name
Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
SKU
Category
Is Taxable?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer
Required
Email
Cc
Bcc
Send Later?
Billing_address
Shipping_address
Terms
Invoice Date
Due_date
Ship_via
Shipping_date
Tracking_number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Helptext_line_amount
Amount
Tax
Class
Add Bundle Item to invoice?
Message Displayed on Invoice
Message Displayed on Statement
Project ID
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax_code
Total_tax
Tax_calculation
Apply Tax After Discount?
Discount_value
Discount_percent
Shipping_tax
Shipping
Deposit
Deposit To Account
Class
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Total Amount
Required
Unapplied Amount
Transaction Date
Payment_method
Payment Reference Number
Deposit To Account
Line_amount
Line Linked Invoice
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Refund_from
Required
Customer
Email
Billing_address
Refund_receipt_date
Refund_receipt_number
Transaction_class
Payment_method
Check_number
Print Later?
Product/Service
Required
Amount
Required
Service_date
Description
Quantity
Rate
Tax
Class
Message_displayed_on_refund_receipt
Memo
Apply Tax After Discount?
Discount_value
Discount_percent
Sales Tax Rate
Shipping
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Time Activity Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print_on_check_as
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption_details
Job/Parent Customer
Active
Customer_type
Preferred_payment_method
Taxable
Tax_code
Tax Registration Number
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice
Required
Customer
Email
Cc
Bcc
Send Later?
Billing_address
Shipping_address
Terms
Invoice Date
Due_date
Ship_via
Shipping_date
Tracking_number
Invoice Number
Auto Generate Invoice Number
Service_date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax_code
Total_tax
Tax_calculation
Apply Tax After Discount?
Discount_value
Discount_percent
Shipping_tax
Shipping
Deposit
Class
Department
Location
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase ID
Required
Vendor/Customer/Employee
Payment Type
Required
Account
Transaction Date
Payment Method
Document Number
Private Note
Total Amount
Department
Transaction Location Type
Currency
Exchange Rate
Global Tax Calculation
Tax Code
Total Tax
Line Item Detail Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Select Vendor
Required
Title
Given Name
Middle Name
Suffix
Family Name
Primary Email Address
Display Name
Fax number
Business Number
Currency Code
Currency Name
Mobile Phone Number
Primary Phone Number
Alternate Phone Number
Active
Vendor 1099
Cost Rate
Billing Rate
Web Address
Company Name
Tax Identifier
Account Number
Print On Check Name
Address__line1
Address__line2
Address__city
Address__state_code
Address__country
Address__zip_code
Balance
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor
Required
Transaction Date
Document Number
Currency
Exchange Rate
Location
Department
Tax Calculation
Memo
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Estimate Id
Doc Number
Customer Name
Transaction Date
Total Amount
Action
This is an event a Zap performs.
Search
Find existing data in your app
WHERE Clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Purchase ID
Document Number
Vendor ID
Vendor Name
Transaction Date
Total Amount
Payment Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Invoice Number
Invoice ID
Invoice Date
Due Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Display Name
Primary Email Address
Given Name
Required
Family Name
Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Product Name
Required
SKU
Type
Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
Category
Is Taxable?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Mercury and QuickBooks Online with AI agents and code
Beyond Zap workflows. Call Mercury and QuickBooks Online actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Mercury and QuickBooks Online actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Attach File(s) or Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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.
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.
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.
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.
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.
Learn how to automate QuickBooks Online on the Zapier blog
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.
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.
About Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
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.
