Learn how to export a grouped trial balance from CCH for use in MindBridge.
Note: You will still need to validate imported account mappings for accuracy before performing an analysis.
Export a grouped trial balance from CCH
From the Create Trial Balance Report tab, generate a grouped trial balance export.
- Select the Classified report checkbox.
- Under Report types, select Detail.
- In the settings page, hide the empty groups and subgroups.
- Export the CCH grouped trial balance.
Import the grouped trial balance
Follow the steps outlined in importing a chart of accounts to import the CCH grouped trial balance.
You can also leverage CCH grouped trial balance files to create account groupings.
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