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Classified detail summary CCH (Grouped Trial Balance)

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn how to export a grouped trial balance from CCH for use in MindBridge.


Overview

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