[tylermenezes]

Thanks for the response. (And for anyone else watching, he also DMd me on Twitter which was nice.) I didn't realize Mercury was a startup which makes the oversights more understa

I did not see the perks, thanks for clarifying that. They are not linked on the dashboard and homepage cannot been loaded when logged in.

And to clarify we don't use Quickbooks. QBO/QBX is a specific file format which most accounting systems expect when reconciling a statement. CSVs /work/, but require you to remap the fields manually which is tedious.

[edoceo]

Your accounting software doesn't support CSV templates? I had a similar issue with a different bank and in the reconcile feature you can pick the template (eg QBO, CSV, etc) and under CSV are the templates I made (along with stock templates for $BigBank). So I only made the template once with a little drag/drop page and was done. All subsequent imports are "one click" easy

[tylermenezes]

NetSuite requires CSVs to be in a predefined format. No mapping options at all. [1]

(You might think "just don't use NetSuite" but most large companies are using NetSuite. Small-business accounting systems do not work well past a certain scale of transactions/purchasers/vendors/etc.)

[1] https://www.proteloinc.com/blog/import-online-bank-data-and-...