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UBS Statements for Bookkeepers

UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported. Different clients bank with different institutions — each bank PDF has a different layout. Manually copying transactions is the biggest time sink in bookkeeping.

Secure Financial Data Processing

Bookkeepers Workflow with 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 UBS specifically: UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.

How It Works

  1. Step 1

    Client sends PDF (any supported bank)

  2. Step 2

    Upload to MintConvert — processing takes under 30 seconds

  3. Step 3

    Download CSV or Excel with consistent column structure across all banks

  4. Step 4

    Import into your bookkeeping software for reconciliation

Why MintConvert

  • UBS parserUBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
  • BookkeepersMintConvert 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 preservedAll CHF amounts preserved for bookkeepers workflows.
  • IntegrationsCompatible with QuickBooks Online, Xero, Wave.
  • Privacy firstUBS PDF deleted immediately after conversion.
  • Free to start5 free conversions/month. No credit card required.

Frequently Asked Questions

How do I use UBS statements for bookkeepers?

Log in to UBS e-banking → Accounts → Account 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 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 UBS's PDF format for bookkeepers?

UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.

What bookkeepers integrations work with UBS output?

Compatible with QuickBooks Online, Xero, Wave, FreshBooks, Zoho Books.

Is my UBS data safe?

Your UBS PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.