startExporting a trial balance or transactions
How To

Exporting a trial balance or transactions

CCH Accounts Production
Last update: Reading time 1 minutes
Trial Balance

     Exporting a Trial Balance or transactions

    Select Export from the Task Bar to the left of the screen.

    CCH_Accounts_Production_Exporting_Trial_Balance_1.png
    1. Export Type select either Trial Balance or Transactions.
    2. Structure Name select from the drop down list for a trial balance you may export up to 5-years of data; for transactions select Transaction Listing being the current year.
    3. Save File to Path click on the ellipsis ... to browse to the path where the file is to be saved and enter the name to be used.
    4. Click the [Export] button to the right of the screen to export the data.
    CCH_Accounts_Production_Exporting_Trial_Balance_2.png
    • Print generates a formatted report of the trial balance(s) or transactions which may then be printed or exported to Excel, PDF, Html or Email.
    • Export allows you to export the trial balance(s) or list of transactions displayed to Excel.
    • Export for Support creates a file which may then be sent to CCH Software Support.

    Related documents

    CCH Accounts Production/iXBRL essentials training online (10133804)/(10133819)
    This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes 1 x 2 hour session and 1 x 3 hour session 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: 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