The creation of a client or a contact is a function with CCH Central, links are given below.

If the client does not exist in CCH Central go to:  Adding a new Client

If the contact does not exist in CCH Central go to: Adding a new Contact

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