Integrate with accounting software
CCH BFNZWorkpapers integrates with different general ledger software. How does integration with the workpapers work? This varies depending on the accounting software you use. The following is a general overview on how each system integrates.
iFirm Client Accounting
The iFirm integration process has changed. View our new help file.
MYOB AO & APS XPA
As they’re not cloud based systems, the GL data is imported directly from the systems database files. Clicking on Import GL data in the CCH Workpaper ribbon will prompt you to browse to a client’s database file.
MYOB AO (Common Ledger)- Next Generation
GL data is imported directly from the SQL Server database. Journals are uploaded via CSV files. See MYOB AO Common Ledger Setup for specific setup instructions.
MYOB AE (MAS) & MYOB AE (Common Ledger)
GL data and journals are all managed via CSV files. Clicking on Import GL data in the CCH Workpaper ribbon will prompt you to browse and select an exported TB CSV file.
Xero (using API)
The Xero integration process has changed. View our new help file.
Xero (non API)
GL data and journals are all managed via CSV files. Clicking on Import GL data in the CCH Workpaper ribbon will prompt you to browse and select an exported TB CSV file.
