CS/UBS Statements for Bookkeepers
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. Different clients bank with different institutions — each bank PDF has a different layout. Manually copying transactions is the biggest time sink in bookkeeping.
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Secure Financial Data Processing
Bookkeepers Workflow with CS/UBS
MintConvert handles 23 banks across 8 countries with a single upload flow. Drop the PDF, get clean columns — regardless of which bank issued the statement. For Credit Suisse (UBS) specifically: Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
How It Works
Step 1
Client sends PDF (any supported bank)
Step 2
Upload to MintConvert — processing takes under 30 seconds
Step 3
Download CSV or Excel with consistent column structure across all banks
Step 4
Import into your bookkeeping software for reconciliation
Why MintConvert
- CS/UBS parser — Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
- Bookkeepers — MintConvert handles 23 banks across 8 countries with a single upload flow. Drop the PDF, get clean columns — regardless of which bank issued the statement.
- CHF preserved — All CHF amounts preserved for bookkeepers workflows.
- Integrations — Compatible with QuickBooks Online, Xero, Wave.
- Privacy first — Credit Suisse (UBS) PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use Credit Suisse (UBS) statements for bookkeepers?
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF. Then upload to MintConvert and download a clean QuickBooks file. MintConvert handles 23 banks across 8 countries with a single upload flow. Drop the PDF, get clean columns — regardless of which bank issued the statement.
Which output format is best for bookkeepers with Credit Suisse (UBS)?
For bookkeepers, QuickBooks (QBO) is recommended. In QuickBooks: Banking → Import → Web Connect. Select your .qbo file. Transactions import directly into your bank register, ready for matching and reconciliation.
Does MintConvert handle Credit Suisse (UBS)'s PDF format for bookkeepers?
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
What bookkeepers integrations work with Credit Suisse (UBS) output?
Compatible with QuickBooks Online, Xero, Wave, FreshBooks, Zoho Books.
Is my Credit Suisse (UBS) data safe?
Your Credit Suisse (UBS) PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
Other Switzerland Banks
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