---
title: "How to Set Up QuickBooks on Mercury Network®"
slug: "quickbooks-setup"
tags: ["Mercury Network"]
updated: 2026-10-13T16:39:56Z
published: 2026-10-13T16:39:56Z
canonical: "docs.cotality.com/quickbooks-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Set Up QuickBooks on Mercury Network®

## Overview

The QuickBooks integration connects Mercury Network® with QuickBooks through the QuickBooks Web Connector. The integration synchronizes financial data to help streamline accounting, transaction tracking, accounts receivable, accounts payable, expenses, and payment management.

---

## What you need before setting up QuickBooks

Before you begin using QuickBooks with Mercury Network®, you'll need to a few things:

- Make sure you have a compatible version of QuickBooks installed.
- Download and install the **QuickBooks Web Connector**.
- Make sure you know the names of your **Accounts Receivable (AR)**, **Accounts Payable (AP)**, and **Expense Accounts**. If you haven't created these in QuickBooks, you'll need to do so before setting up the integration.

## How to connect QuickBooks to Mercury Network

When you're ready, here's how to set up the integration:

1. Open QuickBooks. QuickBooks needs to be running while you complete the setup process.
2. Log into Mercury Network® and click **Preferences, Connection Settings**.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-VXK6WQ36.png?sv=2026-02-06&spr=https&st=2026-11-06T03%3A26%3A28Z&se=2026-11-06T04%3A26%3A28Z&sr=c&sp=r&sig=F3Ru5SUFkwLEfu7W6Bha0G5iyP2wWbhBQyKQj3AMt7c%3D)
3. Check the box to **Enable QuickBooks Web Connector Integration**.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-7PCIMYVW.png?sv=2026-02-06&spr=https&st=2026-11-06T03%3A26%3A28Z&se=2026-11-06T04%3A26%3A28Z&sr=c&sp=r&sig=F3Ru5SUFkwLEfu7W6Bha0G5iyP2wWbhBQyKQj3AMt7c%3D)
4. In the fields provided, type the names of your **AR**, **AP**, and **Expense** accounts, then click **Save** in the upper-left.
5. After you click **Save**, click **Download .QWC File**.
6. When prompted, go ahead and **Run** or **Open** that file. Depending on your browser, you may need to confirm additional security prompts. You'll also see a dialog to **Authorize a New Web Service**. You'll need to click **OK** for the integration to work.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-USP5QQB0.png?sv=2026-02-06&spr=https&st=2026-11-06T03%3A26%3A28Z&se=2026-11-06T04%3A26%3A28Z&sr=c&sp=r&sig=F3Ru5SUFkwLEfu7W6Bha0G5iyP2wWbhBQyKQj3AMt7c%3D)
7. After a short installation, the Web Connector will appear. Here, you'll need to enter your Mercury Network® administrator's password in the **Password field**.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-KFI5E0N1.png?sv=2026-02-06&spr=https&st=2026-11-06T03%3A26%3A28Z&se=2026-11-06T04%3A26%3A28Z&sr=c&sp=r&sig=F3Ru5SUFkwLEfu7W6Bha0G5iyP2wWbhBQyKQj3AMt7c%3D)

## How to sync QuickBooks data automatically or on demand

There are also a couple of other options in the QuickBooks Web Connector:

- **Sync on demand:** Select the checkbox in the far-left column, and then select Update Selected to synchronize data between QuickBooks and Mercury Network®.
- **Sync automatically:** Select Auto-Run, and then enter the sync interval in the Every _ Min field. QuickBooks synchronizes automatically according to the number of minutes you enter.
- **Change sync settings later:** Select the QuickBooks Web Connector icon in the Windows system tray near the clock to reopen the connector and update its settings.

QuickBooks is now connected to Mercury Network® and ready to synchronize financial data through the Web Connector.

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## Outcome

After setup is complete, the QuickBooks Web Connector can synchronize financial data between QuickBooks and Mercury Network® automatically or on demand. The connection supports more consistent accounting records, transaction tracking, payment management, and account reconciliation.