Linking Products
Last update:CCH OneClickCCH Accounts Production
Sync with Open Integration
This document provides a step-by-step guide for synchronizing data between Xero Bookkeeping and CCH Accounts Production. It covers selecting to sync transactions or trial balances, mapping codes, and completing the synchronization process. The document emphasizes that mapping may default to none if codes match, but users can select bespoke mappings if needed. It also warns that switching sync types will erase transactional history, and once synchronized, transactions in CCH Accounts Production cannot be edited directly. Additional information on client mapping is available through a linked resource.
CCH Accounts Production
Mapping nominal codes
Mapping multiple Bookkeeping System Codes to a single CCH Accounts Production code - and - Mapping multiple CCH Accounts Production codes to one bookkeeping system code.
CCH Accounts Production
Nominal Ranges
This article gives advanced options when using ranges within the CCH Accounts Production formulae.
CCH Accounts Production
Overview: Connecting CCH Accounts Production
CCH Open Integration, part of CCH OneClick, facilitates the transfer of financial data between a client's bookkeeping system and CCH Accounts Production. It allows for efficient transaction synchronization, supporting HMRC quarterly submissions for Making Tax Digital. Users can set up and configure the integration through an activated OneClick account, with options for on-demand syncing and status checking of imported data. Additionally, mappings are provided for financial reporting categories related to HMRC reporting. Users can disconnect businesses as needed while ensuring that edits in transactions are reflected accurately.