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CCH Client Accounting Suite field | Field location in CCH Client Accounting Suite | Accounting CS field | Field location in Accounting CS | Comments and additional information |
---|---|---|---|---|
Client Code | Lists Client Setup General | ID | Setup Clients Main | None |
Federal ID# | Lists Client Setup General | EIN / SSN | Setup Clients Main | None |
Business name | Lists Client Setup General | Client name | Setup Clients Main | CCH Client Accounting Suite allows 50 characters for Business name . The conversion allows only 30 characters. Only the 1st 30 characters are converted. |
Taxpayer name | Lists Client Setup General | Client name | Setup Clients Main | CCH Client Accounting Suite allows 50 characters for Taxpayer name . The conversion allows only 30 characters. Only the 1st 30 characters are converted. |
DBA Name | Lists Client Setup General | Payroll name | Setup Clients Main | None |
Street Address , Address 2 , Address 3 | Lists Client Setup General | Addresses (lines 1 and 2) | Setup Clients Main | Lists Client Setup Contact tabNoneOther Addresses The following addresses are converted: Business / Home / Other |
City | Lists Client Setup General | City | Setup Clients Main | None |
State | Lists Client Setup General | State | Setup Clients Main | None |
Zip | Lists Client Setup General | ZIP | Setup Clients Main | None |
Telephone # | Lists Client Setup General | Phone Number 1 | Setup Clients Main | Defaults to Lists Client Setup Contact tabNonePhone Number Telephone # is blank. |
N/A | N/A | Phone Number 1 Ext | Setup Clients Main | Defaults to Lists Client Setup Contact tabNoneExtension |
Fax Number | Lists Client Setup General | Phone Number 2 | Setup Clients Main | Defaults to Lists Client Setup Contact tabNoneFax Number |
ENoneMail Address | Lists Client Setup General | Email | Setup Clients Main | Defaults to Lists Client Setup Contact tabNoneENoneMail Address |
Active | Lists Client Setup General | Active date | Setup Clients Main | Lists Client Setup Application Status |
Inactive | Lists Client Setup General | Inactive date | Setup Clients Main | Lists Client Setup Application Status Defaults to “(none)”. To view “inactive” converted clients, mark the Include Inactive checkbox in the Setup Clients |
NAIC Code | Lists Client Setup General | Industry code | Setup Clients Main | Lists Client Setup Profile |
Contact Name | Lists Client Setup Contact | Name | Setup Clients Main Additional Contacts | None |
Fiscal year | Lists Fiscal Periods | Current fiscal year end date | Setup Clients Accounting Information | None |
Number of periods | Lists Fiscal Periods | Period frequency | Setup Clients Accounting Information | None |
Entity | Lists Fiscal Periods | Entity | Setup Clients Accounting Information | None |
State | ATF Payroll States None General (edit mode for each state) | State: Abbreviation | Setup Clients Payroll Taxes | None |
State Unemployment ID | ATF Payroll States None General (edit mode for each state) | State: Unemployment ID Number | Setup Clients Payroll Taxes | None |
Employer SUI > Tax Rate | ATF Payroll States None General (edit mode for each state) | State: UI base rate | Setup Clients Payroll Taxes | None |
State Withholding ID | ATF Payroll States None General (edit mode for each state) | State: Withholding ID | Setup Clients Payroll Taxes | None |
Employer SDI > Tax Rate | ATF Payroll States None General (edit mode for each state) | N/A | N/A | In Accounting CS, the SDI rate is updated automatically. See “Conversion notes and exceptions” for information regarding SDI rates. |
CCH Client Accounting Suite field | Field location in CCH Client Accounting Suite | Accounting CS field | Field location in Accounting CS | Comments and additional information |
---|---|---|---|---|
Account Number | Lists Chart of Accounts Account List | Account number | Lists Chart of Accounts Account List | See “Conversion notes and exceptions” |
Primary Description | Lists Chart of Accounts Account List | Description | Lists Chart of Accounts Account List | None |
Account Category | Lists Chart of Accounts Account List | Classification code | Lists Chart of Accounts Account List | The conversion uses the Account Type to assign classification codes and subcodes. |
CCH Client Accounting Suite field | Field location in CCH Client Accounting Suite | Accounting CS field | Field location in Accounting CS | Comments and additional information |
---|---|---|---|---|
Journal Entry | Journal Entry | Journal | Actions Enter Transactions | See “Conversion notes and exceptions”. |
N/A | N/A | Bank account | Actions Enter Transactions Type: Check | None |
Reference | Activities Check Entry | Check # | Actions Enter Transactions Type: Check | Only currentNoneyear transactions are converted. |
Date | Activities Check Entry | Date | Actions Enter Transactions Type: Check | None |
Amount | Activities Check Entry | Amount | Actions Enter Transactions Type: Check | The amount field in Accounting CS displays the deposit total. |
Account # | Activities Check Entry | Account | Actions Enter Transactions Type: Check Distributions | None |
Payee / Description | Activities Check Entry | Description | Actions Enter Transactions Type: Check Distributions | None |
Reference | Activities Check Entry | Reference | Actions Enter Transactions Type: Deposit | None |
Date | Activities Check Entry | Date | Actions Enter Transactions Type: Deposit | None |
Amount | Activities Check Entry | Amount | Actions Enter Transactions Type: Deposit | The amount field in Accounting CS displays the deposit total. |
Account # | Activities Check Entry | Account | Actions Enter Transactions Type: Deposit Distributions | None |
Payee / Description | Activities Check Entry | Description | Actions Enter Transactions Type: Deposit Distributions | None |
CCH Client Accounting Suite field | Field location in CCH Client Accounting Suite | Accounting CS field | Field location in Accounting CS | Comments and additional information |
---|---|---|---|---|
Bank Routing Number | Lists Checking Accounts Bank Setup | Routing number | Setup Firm Information Banks | None |
Bank Name | Lists Checking Accounts Bank Setup | Bank Name | Setup Firm Information Banks | None |
Account Name | Lists | Description | Setup Bank Accounts Main | None |
N/A | N/A | Bank | Setup Bank Accounts Main | None |
N/A | N/A | Account type | Setup Bank Accounts Main | All accounts convert as Checking type. |
Account Number | Lists Checking Accounts | Account number | Setup Bank Accounts Main | None |
Last Check No. | Lists Checking Accounts | Next Check Number | Setup Bank Accounts Main | None |
GL Account | Lists Checking Accounts | Account | Setup Bank Accounts Main |
CCH Client Accounting Suite field | Field location in CCH Client Account Suite | Accounting CS field | Field location in Accounting CS | Comments and additional information |
---|---|---|---|---|
Vendor Code | Lists Vendors General | ID | Setup Vendors Main | None |
Federal EIN | Lists Vendors General | EIN / SSN | Setup Vendors Main | None |
Vendor Name | Lists Vendors General | Vendor name | Setup Vendors Main | None |
dba Name | Lists Vendors General | DBA name | Setup Vendors Main | None |
Remit Address | Lists Vendors General | Addresses (line 1 and line 2) | Setup Vendors Main | Defaults to the vendor's business address. |
City | Lists Vendors General | City | Setup Vendors Main | None |
State | Lists Vendors General | State | Setup Vendors Main | None |
ZIP Code | Lists Vendors General | ZIP | Setup Vendors Main | None |
Telephone | Lists Vendors General | Phone Number | Setup Vendors Main | List Vendors Contact Defaults to the vendor’s business number. |
ENonemail line 1 | Lists Vendors General | Email | Setup Vendors Main | List Vendors Contact See “Conversion notes and exceptions” for information on the conversion of email addresses. |
Client WriteNoneUp Expense Account | Lists Vendors General | GL Account | Setup Vendors Distributions | None |
CCH Client Accounting Suite field | Field location in CCH Client Accounting Suite | Accounting CS field | Field location in Accounting CS | Comments and additional information |
---|---|---|---|---|
Description | ATF Payroll Other Pays / Deductions | Main Description & Report description | Setup Payroll Items | The description for each pay and withholding item must be unique. |
Code | ATF Payroll Other Pays / Deductions | Main Description & Report description | Setup Payroll Items | None |
Tax Reporting | ATF Payroll Other Pays / Deductions | Tax Exemptions tab | Setup Payroll Items | See “Conversion notes and exceptions” for more information regarding Accounting CS Payroll items. |
Employee Deduction None Amount | ATF Payroll Other Pays / Deductions | Default amount | Setup Payroll Items | ATF Payroll Deductions Calculation |
CCH Client Accounting Suite field | Field location in CCH Client Accounting Suite | Accounting CS field | Field location in Accounting CS | Comments and additional information |
---|---|---|---|---|
Employee Code | ATF Payroll Employees Required | ID | Setup Employees Main | None |
Soc. Sec. # | ATF Payroll Employees Required | EIN / SSN | Setup Employees Main | None |
First Name | ATF Payroll Employees Required | First | Setup Employees Main | None |
Middle Name | ATF Payroll Employees Required | MI | Setup Employees Main | None |
Last Name | ATF Payroll Employees Required | Last | Setup Employees Main | None |
Check Address Line 1 & 2 | ATF Payroll Employees Required | Address (line 1 and line 2) | Setup Employees Main | Defaults to home address. |
City | ATF Payroll Employees Required | City | Setup Employees Main | None |
State | ATF Payroll Employees Required | State | Setup Employees Main | None |
Zip | ATF Payroll Employees Required | Zip | Setup Employees Main | None |
Telephone | ATF Payroll Employees Required | Phone Number 1 | Setup Employees Main | The following employee phone number is converted to the Home field. |
ENoneMail | ATF Payroll Employees Required | Email | Setup Employees Main | ATF Payroll Employees Employee Contact Only 1 ENonemail field converts. See “Conversion notes and exceptions” for information on the conversion of email addresses. |
N/A | N/A | Department | Setup Employees Main | Converts Dept. Description and Dept. Code as Description . |
Hire Date | ATF Payroll Employees | Hire date | Setup Employees Personal | ATF Payroll Employees Status |
Rate 1 Effective Date | ATF Payroll Employees | Last raise date | Setup Employees Personal | ATF Payroll Employees Other |
Terminated Date | ATF Payroll Employees | Inactive date | Setup Employees Personal | ATF Payroll Employees Status |
Birth Date | ATF Payroll Employees | Birth date | Setup Employees Personal | ATF Payroll Employees Other |
Marital Status | ATF Payroll Employees | Marital status | Setup Employees Personal | ATF Payroll Employees Other |
Gender | ATF Payroll Employees | Gender | Setup Employees Personal | ATF Payroll Employees Other |
Ethnic Origin | ATF Payroll Employees | Race | Setup Employees Personal | ATF Payroll Employees Other |
CCH Client Accounting Suite field | Field location in CCH Client Accounting Suite | Accounting CS field | Field location in Accounting CS | Comments and additional information |
---|---|---|---|---|
“Regular Pay, “Overtime Pay,” and Other Pay items | ATF Payroll Employees Other Pays and Other Deductions | N/A | Setup Employees Payroll Items | See “Conversion notes and exceptions” for information on the conversion of pay and deduction items. |
Current Period Current Quarter Year to Date | ATF Payroll Employees Other Pays and Other Deductions | FICANoneSS FICANoneMed Fed W/H State W/H Local | Setup Employees Payroll Taxes | FICA amounts are converted automatically. No special translation is required. See “Conversion notes and exceptions” for information on the conversion of WNone4 information. |