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CCH Software User Documentation

Refreshing the data

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1. To refresh the data within finsit click on the Settings and Options icon clipboard_edd8d23fe46699c98431c4e6b823261b2.png on the left menu and select Business Settings 

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2. Click on Import from Open Integration

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3. Select the relevant fiscal year 

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4. Click on Next 

5. Review and click on Done

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For more information with working on finsit refer to, Finsit Practice User Guide 

 

 

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