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Classified detail summary CCH (Grouped Trial Balance)

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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. 

  1. Select the Classified report checkbox.
  2. Under Report types, select Detail.

  3. In the settings page, hide the empty groups and subgroups.

  4. 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.

Additional information

You can also leverage CCH grouped trial balance files to create account groupings.

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