Topic results Synchronising Data

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.
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CCH IFirm Accounts Production
Unlinking Self-employment from CCH iFirm Accounts Production
The Self-employment data source can be unlinked from CCH iFirm Accounts Production either before or after importing the data. 
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CCH OneClick
Synchronising adjustments back into the bookkeeping product
This document provides instructions for managing Adjusting journals within the Advisor journals in CCH Accounts Production. It explains how to post and approve adjusting journals, the use of reclassification for nominal ledger postings, and the creation of potential journals for scenario analysis. Key steps include synchronizing approved journals back to bookkeeping products, handling unposts, and ensuring the relevant nominal codes are mapped correctly. The document details the process for refreshing and resynchronizing transactions to keep records updated.
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CCH OneClick
Overview: Open Integration Synchronising Data
The document outlines the Open Integration feature, which facilitates the seamless transfer of financial data between various online bookkeeping solutions and the CCH product suite. This integration allows for real-time access to transactional data through CCH OneClick and ensures automatic synchronization of adjustments from CCH Accounts Production back to the bookkeeping solutions. However, it notes a limitation regarding divisionalized accounting, where division flags do not transfer to CCH Accounts Production. A list of compatible bookkeeping products includes QuickBooks, Xero, Sage Business Cloud, and others.
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CCH OneClick
Edit Client Mapping
This document provides instructions for editing client mappings in a software application. Users can access the editing feature through the "Edit Mapping" option in the menu bar. It details how to select the account code, input changes, and save the modifications, emphasizing that the client mapping includes identifiable client codes. Additionally, it notes the necessity of re-synchronizing data to reflect these changes and mentions that new codes can be created in CCH Accounts Production by pressing F10.
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