UBS (Switzerland) to Zoho Books
UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported. In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
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UBS in Switzerland ZOHO_BOOKS Context
In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV. UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default. The ZOHO_BOOKS output uses CHF amounts in numeric format compatible with Bexio and Abacus.
Simple 3-step process
- 01
Download UBS PDF
Log in to UBS e-banking → Accounts → Account Statements → Select period → Download PDF.
- 02
Upload to MintConvert
Drag and drop your UBS PDF. All pages processed in one pass.
- 03
Download .CSV
Clean ZOHO_BOOKS with CHF amounts ready for Bexio.
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.
- CHF preservedNumeric CHF values no reformatting needed for Switzerland accounting software.
- Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus importIn 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. Process any date range.
- Privacy firstUBS PDF processed in-memory only never stored.
- Instant downloadUnder 30 seconds for most statements.
Frequently Asked Questions
Q.How do I convert a UBS (Switzerland) statement to ZOHO_BOOKS?
Log in to UBS e-banking → Accounts → Account Statements → Select period → Download PDF. Then upload the PDF to MintConvert and download a clean ZOHO_BOOKS file in under 30 seconds.
Q.Is the CHF formatting preserved for Switzerland accounting software?
Yes CHF amounts are output as numeric values compatible with Bexio, Abacus, and other Switzerland accounting tools. Dates are normalised to YYYY-MM-DD.
Q.Can I use this for Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus import?
In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
Q.Does this work for UBS Private Account, Business Account, and UBS Key4 accounts?
Yes all UBS account types in Switzerland use the same PDF format and are fully supported.
Q.What Switzerland fiscal year periods can I convert?
Switzerland fiscal year: January 1 – December 31. MintConvert processes any date range download your statement for the relevant period and convert it.