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CCH Software User Documentation

Connecting to CCH Accounts Production and finsit

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1.  Click on the Open Integration and finsit tile within CCH OneClick

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2.  Select the business you want to connect  

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3. Click on Connect 

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4. Select CCH Accounts Production as the data source 

5. Select Yes "Would you like to connect this business to finsit?"

6. Click on Next 

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7. Click on Connect 

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8. Click on Reload to refresh the screen

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9. Once the data has been retrieved you can now launch finist 

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