CCH iFirm Workpapers is a comprehensive set of Excel based workpapers for accounting professionals.

workpapers and xero

Why use CCH iFirm Workpapers with Xero?

  • Save time reconciling workpapers by importing and refreshing Xero ledger balances as you work
  • Improve efficiencies & accuracy further by uploading journals directly from CCH iFirm Workpapers to the Xero ledger
  • Easily add custom worksheets to the CCH iFirm Workpapers package and populate them with your Xero ledger balances as required
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Our CCH iFirm Workpapers product delivers the rich functionality that accounting teams need to manage high-volume, complex compliance jobs. Being a ledger-agnostic solution, it integrates with Xero ledger to import and refresh GL data seamlessly.
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How to connect
Connecting to Xero from CCH iFirm Workpapers is simple. Select Xero – API as your system type on the CCH iFirm Workpapers Setup sheet then click the Import GL data button on the CCH iFirm Workpapers tab in your Excel ribbon. Your default browser will open and you will be prompted to authorise the CCH iFirm Workpapers app to connect to your selected client. And that’s it – you’re connected!

Importing GL data (& refreshing GL data) pulls in this year and last year’s trial balance values, all chart of account names and GST indicators. The trial balance date is based on the balance date as entered on the Workbench sheet in your CCH iFirm Workpapers Excel file.

Uploading journals from CCH iFirm Workpapers journal sheets to Xero adds journals as a draft manual journal in Xero, ready for you to review and post.

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