CCH & MyWorkpapers – Setup and Use

Contents:

Connection CCH and MyWorkpapers

Importing your Trial Balance to MyWorkpapers

Importing a Journal from CCH to MyWorkpapers

Connecting CCH and MyWorkpapers

1. Select the MyWorkpapers dropdown at the top of the page and select the top option to Connect. 

Note: If this shows as Connected, this means the connection between has already been established. Connecting CCH and MyWorkpapers only needs to be done once by a user for the whole firm. 

2. You will now be prompted to enter your User Key, Domain and Secret Key.

This information can be retrieved in MyWorkpapers.

(i) - Go into Edit Profile:

(ii) Select the Integrations tab;

(iii) Your User Key, Private Key and Domain (Firm ID) will be located in the bottom right corner;

Note: If you have not revealed these details before, you will see an option to enable the connection. Press this to see the details required. 

3. Enter the details into CCH and then select OK:

4. You will then see the MyWorkpapers dropdown display as Connected;

Importing Your Trial Balance to MyWorkpapers

Ensure you have created your file in MyWorkpapers before progressing with the import.

1. Once the client and file have been created on MyWorkpapers, ensure that you have added the client code to the client in MyWorkpapers. 

(i) Select the MyFiles drop-down and select Clients:

(ii) Search your client name, expand your client open then ensure the Client ID field is filled in;

2. On CCH, select the MyWorkpapers dropdown and press "Create Client".

3. You will then be prompted that the Client name and Client code were found in MyWorkpapers. Press Yes to connect to this client.

4. CCH will then confirm that the Client connect successfully;

5. Select the MyWorkpapers dropdown and press Create File;

6. CCH will then confirm that a matching file has been found in MyWorkpapers. Click yes to connect to this file. 

7. CCH will then confirm that the File connected successfully;

8. Select the MyWorkpapers dropdown and press Upload Transactions;

9. CCH will then confirm that the Trial Balance has been posted to MyWorkpapers'

Importing a Journal from CCH to MyWorkpapers

1. Once you have created your Advisor Journal in CCH, press Post.

2. CCH will then confirm that your Journal has been posted to your CCH Trial Balance;

3. Click Home on the task bar and reselect the MyWorkpapers dropdown:

4. Press Upload Transactions to send you journal to MyWorkpapers:

5. CCH will confirm the Trial Balances and Transactions have posted to MyWorkpapers.

6. Your Journal will have posted to MyWorkpapers.