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CCH Software User Documentation

Twinfield: Consultancy Data Migration



We're delighted you've chosen our Twinfield online bookkeeping solution for your business. Whatever your goals for your new system, the Wolters Kluwer Tax & Accounting UK Professional Services team look forward to working with your teams to help you achieve them. We appreciate the value data bring to an organisation and will work with you to keep quality at the core of your business.

Information!  The course content is applicable for both Twinfield Partners and Twinfield Subscribers

All data migrations tasks are carried out to an agreed timetable, your consultant will discuss your data migration options requirements based of the complexities and size of your data.

Examples of types of data we can convert is listed in the table below.

  • Company information
  • Nominal codes
  • Chart of accounts
  • Customer details
  • Supplier details
  • Trial Balance/Nominal history
  • Open Items  - debtors
  • Open Items  - creditors
  • Bank statements
  • VAT rates
  • Currency rates

Customer responsibilities:

  • Review and completion of company setup details within the project document provided.
  • Extraction of data from existing bookkeeping solution using templates and reports requested as described in the project document.
  • The reports and templates should be compressed into a password protected ZIP file and uploaded to Share file (link will be sent closer to the date of your project).  Please note, this information must be uploaded to Share file before the date of your data migration.  Delays in providing data may impact the delivery dates of your project.
  • Journal schedule of unpresented bank items in each bank account. 
  • Detailed checking of supplier balances and individual nominal codes
  • Setup of credentials for MTD VAT gateway

Note: Data migration consultancy is performed offline the number of sessions is dependent on the complexities of your business needs, the agreed services are based on the implementation consultancy meeting.

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from



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