How To
Unlinking Self-employment from CCH iFirm Accounts Production
CCH IFirm Accounts Production
The Self-employment data source can be unlinked from CCH iFirm Accounts Production either before or after importing the data.
Import
- After linking CCH iFirm Accounts Production, click Import.
- Click Unlink data source then confirm this by clicking Unlink.
Post Import
If data has been imported into Self-employment, you can unlink CCH iFirm Accounts Production on the Self-employment page.
On the top right hand of the screen, click Unlink, then confirm by clicking Unlink.
Related documents
Logging into CCH iFirm Accounts Production
This document outlines the steps required for CCH Central employees to access CCH iFirm Accounts Production. Users must first be invited by their organisation's CCH iFirm admin and ensure they have both CCH Central and CCH iFirm logins. The document provides instructions for selecting a client, logging into CCH iFirm Accounts Production, and emphasizes the importance of keeping the login screen open after successful access. Additionally, it includes links for further assistance with client migration and organizing management.
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This document outlines the steps for migrating accounting data to CCH iFirm Accounts Production. It begins by instructing users to select a client from CCH Central and check if their data is already migrated. Key prerequisites include ensuring that the CCH iFirm Console is running and confirming .NET runtime installation. Users are then guided through the migration process by clicking the appropriate button and confirming the migration. Once complete, the client’s accounting status is updated, and visual indicators are provided. Lastly, it includes information on reverting back to the on-premise version of the software.
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