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CCH Software User Documentation

Overview: Open Integration Synchronising Data

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Open Integration enables the efficient transfer of financial data between online bookkeeping solutions and our CCH product suite.

Introduction

Open Integration enables the efficient transfer of financial data between online bookkeeping solutions and our CCH product suite, enabling the practice to make a permanent connection between a client’s business in CCH Central and the online bookkeeping product.  This means that live transactional data can be made available whenever it’s needed using CCH OneClick.   

Using Open Integration, adjustments made within CCH Accounts Production are automatically synchronised back to the online bookkeeping solution. 

Limitations

Divisionalised accounting
If divisions are used within the bookkeeping products this divisional flag does not flow into CCH Accounts Production.

Bookkeeping Solutions

Data can be synchronised into CCH Accounts Production from the following bookkeeping products:

  • QuickBooks
  • Exact
  • FreeAgent (Trial Balance only)
  • Sage Business Cloud
  • Xero

 

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