bexio: The Complete Guide for Swiss Entrepreneurs

How to Create a QR Invoice with bexio

QR invoices replaced the old payment slips in Switzerland. Here's how to create one:

1. Go to Sales → Invoices → Create invoice
2. Select your customer (or add new contact)
3. Add line items with descriptions and amounts
4. Choose your QR-bill payment type (QR-IBAN)
5. Review the preview—QR code appears automatically
6. Click Send or Download PDF

The QR code contains all payment data. Your customers scan it with their banking app—no typing account numbers.

How to Import Bank Statements

Connecting your bank saves hours of manual entry:

Option 1: Direct bank connection

1. Go to Banking → Bank accounts
2. Click Add bank account
3. Select your bank from the list (44 banks supported)
4. Complete authentication with your bank
5. Transactions sync automatically

Option 2: Manual import

1. Download transactions from your e-banking (CSV, MT940, or CAMT format)
2. Go to Banking → Import
3. Upload your file
4. Map columns if prompted
5. Review and confirm transactions

How to Create an Expense

Track business expenses for tax deductions:

1. Go to Expenses → Create expense
2. Enter vendor name and amount
3. Select expense category
4. Upload receipt (photo or PDF)
5. Assign to project or client (optional)
6. Save

Pro tip: Use the bexio mobile app to photograph receipts immediately. OCR reads the data automatically.

How to Connect Your Fiduciary

Give your accountant secure access:

1. Go to Settings → Users
2. Click Invite user
3. Enter your fiduciary's email
4. Select Accountant role (read-only or edit access)
5. Send invitation

Your accountant works directly in your bexio account—no file exports, no version confusion.

How to Handle Swiss VAT

Configure VAT for accurate reporting:

1. Go to Settings → VAT
2. Select your VAT method (agreed, collected, or flat-rate)
3. Set default VAT rates for income and expenses
4. Enable automatic VAT calculations on invoices
5. Generate VAT reports under Reports → VAT

bexio calculates MWST automatically and formats declarations for easy submission.

bexio is ideal for:

• ✓ Swiss small businesses with 1-25 employees
• ✓ Companies needing payroll and full accounting
• ✓ Businesses that work with fiduciaries
• ✓ Retailers, agencies, service providers, and craftspeople
• ✓ Anyone who needs Swissdec-certified payroll

bexio may not fit if you:

• ✗ Work primarily in foreign currencies
• ✗ Need advanced multi-entity or cost center tracking
• ✗ Want the simplest possible invoicing
• ✗ Are a solo freelancer who finds CHF 45/month steep for basic needs

5 Steps to Get Started

1. Start the 30-day free trial — No credit card, full Pro+ access
2. Set up your company profile — Budget 1-2 hours for proper configuration
3. Connect your bank — Automate transaction imports from day one
4. Create your first invoice — Test the QR invoice flow
5. Invite your fiduciary — Get them set up before tax season

Start bexio free trial →