Overview

This course provides a practical introduction to accounts production within the software, designed to help new users get started quickly and confidently. The course guides delegates through the process of setting up an accounting period, importing a trial balance, using the statutory database and reviewing financial statements. 

Prerequisites

All delegates should have completed CCH Central essentials.

Objectives

To understand how to navigate CCH Accounts Production and produce a simple set of accounts, using a range of data entry methods and core features to support accurate and efficient accounts preparation, including tagging the detailed profit and loss account.

Course duration

This is a two part course, consisting of part 1 (2 hours) and part 2 (3 hours). 

Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
CloudShare provides a standardised virtual training environment for each attendee, enabling hands on interaction during the training session. You will receive a comprehensive set of instructions and recommendations prior to the training.

Course contents

  • Creating an Accounting Period
  • Accounts Production navigation
  • Chart of Accounts
  • Importing the Trial Balance
  • Accounts disclosures (statutory database) settings
  • Officers
  • Previewing Financial Statements
  • Entering data into the accounts disclosures
  • Custom paragraphs, notes, addresses and associations
  • Posting Advisor Journals
  • Importing accounts into iXBRL Review & Tag from CCH Accounts Production
  • Navigation of iXBRL Review & Tag
  • Tagging the detailed profit and loss account

Who is this course designed for?

All employees within a practice who prepare statutory accounts. 

Useful Resources

Related documents

CCH iXBRL Review & Tag: Training for Accounts conversion from MS Word and Excel (10133768)
This document outlines a training course for converting statutory accounts from Word and Excel into iXBRL format using CCH iXBRL Review & Tag. The course, lasting up to 3 hours, targets users needing to tag accounts for submission to HMRC and Companies House. Key objectives include understanding iXBRL requirements, importing documents, applying tags, and the submission process. Prerequisites include familiarity with accounts and having credentials for HMRC and Companies House. Additional resources such as eLearning courses and webinars are also provided for further learning.
CCH Accounts Production: essentials training online (10133819)
This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes two 2-hour sessions focusing on practical skills such as setting up accounting periods, importing trial balances, and navigating the software. It is designed for all employees involved in preparing statutory accounts. Training is conducted in an interactive environment called CloudShare, with additional resources available online for further learning and support.
CCH Accounts Production 2026.3 Hotfix: Release Notes
Release Notes for CCH Accounts Production 2026.3 Hotfix
CCH Accounts Production 2026.3: Release Notes
Release Notes for CCH Accounts Production 2026.3
CCH Accounts Production 2026.2: Release Notes
Release Notes for CCH Accounts Production 2026.2