CS/UBS NRI Account to Zoho Books
Non-Resident Indian accounts NRE (Non-Resident External) and NRO (Non-Resident Ordinary) accounts held by Indian nationals living abroad. Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger.
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CS/UBS NRI Account ZOHO_BOOKS Notes
Non-Resident Indian accounts NRE (Non-Resident External) and NRO (Non-Resident Ordinary) accounts held by Indian nationals living abroad. Includes foreign currency inward remittances, SWIFT credits, and Indian rupee debits. NRI account PDFs include foreign currency transaction references alongside INR amounts and may show both the foreign currency amount and the INR equivalent. MintConvert captures both amounts where available.
Switzerland Context NRI Account
In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV. Primary use case for nri account holders: FEMA compliance documentation, double taxation relief claims, ITR-2 filing for NRIs, and repatriation documentation. Compatible with Bexio and Abacus.
Example Output
| Date | Description | Debit (CHF) | Credit (CHF) | Balance |
|---|---|---|---|---|
| 2024-03-15 | ATM Withdrawal | 2,000.00 | — | 48,500.00 |
| 2024-03-18 | Salary Credit | — | 75,000.00 | 123,500.00 |
Simple 3-step process
- 01
Download CS/UBS NRI PDF
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF.
- 02
Upload to MintConvert
Drag and drop your Credit Suisse (UBS) NRI Account PDF. All pages processed in one pass.
- 03
Download .CSV
Clean ZOHO_BOOKS in under 30 seconds CHF amounts preserved, dates normalised.
Why MintConvert
- NRI account supportNRI account PDFs include foreign currency transaction references alongside INR amounts and may show both the foreign currency amount and the INR equivalent. MintConvert captures both amounts where available.
- CHF preservedAll CHF amounts output as numeric values for Bexio import.
- FEMA compliance documentationIn Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
- Fiscal year awareSwitzerland fiscal year: January 1 – December 31.
- Privacy firstCredit Suisse (UBS) PDF processed in-memory only never stored.
- Instant downloadUnder 30 seconds for most statements.
Frequently Asked Questions
Q.How do I convert a Credit Suisse (UBS) NRI Account statement to ZOHO_BOOKS?
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF. Then upload the PDF to MintConvert. NRI account PDFs include foreign currency transaction references alongside INR amounts and may show both the foreign currency amount and the INR equivalent. MintConvert captures both amounts where available. Download your clean ZOHO_BOOKS file in under 30 seconds.
Q.What is the Credit Suisse (UBS) NRI Account ZOHO_BOOKS output used for?
FEMA compliance documentation, double taxation relief claims, ITR-2 filing for NRIs, and repatriation documentation. The ZOHO_BOOKS output includes Date, Description, Debit (CHF), Credit (CHF), and Balance columns ready for Zoho Books import.
Q.Are CHF amounts preserved in the ZOHO_BOOKS output for NRI Accounts?
Yes all CHF amounts from your Credit Suisse (UBS) NRI Account statement are output as numeric values, preserving the exact figures from the original PDF.
Q.Does MintConvert handle the unique format of Credit Suisse (UBS) NRI Account statements?
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements. NRI account PDFs include foreign currency transaction references alongside INR amounts and may show both the foreign currency amount and the INR equivalent. MintConvert captures both amounts where available.
Q.What is the Switzerland fiscal year for NRI Account reconciliation?
Switzerland fiscal year: January 1 – December 31. In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
Q.Which accounting software is compatible with the Credit Suisse (UBS) NRI Account ZOHO_BOOKS output?
The ZOHO_BOOKS output is compatible with Bexio, Abacus, Banana Accounting, Run my Accounts. In Zoho Books: Banking → your account → Import Statement. Upload the CSV, map Date / Description / Debit / Credit / Balance columns, and Zoho Books will import all transactions for reconciliation.