Skip to main content
CCH Software User Documentation

Connecting a business to a data source and connecting to finsit

Product Help Banner.png


Connecting a business to a data source and connecting to finsit

1. Select the relevant business  (this example displays connecting to Xero bookkeeping as a data source)


2. Click on Connect 


3. Select yes for "Would you like to connect this business to finsit"


4. Select Yes 

5. Click on Next 

6.  Select the bookkeeping product 


7. Click on Connect 

This will launch the external Xero account


8. Select the relevant organisation from the list



9. Click on allow access 

Please note: for Sage Business Cloud, Twinfield, Exact and FreeAgent a further step is included within the wizard to select the client.




  • Click on Connect 


  • Click on Allow 


  • Select the client
  • Click on Save 


10. Click on Next 

Standard mappings files are provided for the bookkeeping solutions.  However, the mapping screen is only applicable for finsit and quarterly reporting (MTD) for income Tax.  The mappings for the production of the accounts are stored within CCH Accounts Production.

To complete the mapping:


11.  Click on Complete mapping 



12.  Tick the nominal code or codes if you want multiple nominal codes mapped to a single Financial Category

13.  Click on the Financial category button 

14.  Search or select the required category  



Complete the process until all codes are mapped, however, if you prefer you can click on the finish later button to complete the mapping at a later date.

15. Click on Finish 

16. Click on Launch finsit 

Please note: Within mappings, there is the ability to copy mapping from this will allow you to copy a mapping from an existing business to the business you are currently in.





  • Was this article helpful?