How do I configure the accounting bridges in CCH® ProSystem fx® Tax to use G/L Bridge or Dynalink?

This video shows how to setup the Tax software interface within CCH® ProSystem fx® Tax.​


Accounting Bridges, including Dynalink, can be configured specifically on each machine or globally for all users.

To configure Accounting Bridges for a specific user:

  1. Open Tax Preparation for the year that you would like link to.
  2. Close the "Open Return" window.
  3. Select the Options > Interface Options > Accounting Bridges...
  4. The Accounting Bridges dialog displays the accounting systems that you have installed and that you can use G/L Bridge, Dynalink, and Quicklink for.
    • If an accounting system has already been configured, the "Configured" column will show a "Y". 
    • The "List created" column shows the date that the client list was created or last refreshed. 
  5. Highlight the accounting system you wish to configure, and click Configure.
  6. Click Browse, and browse to the folder that the accounting system is installed. 
    • Typical system paths are:
      • CCH ProSystem fx Engagement and CCH ProSystem Workpaper Manager - ?:\Pfx Engagement\WM
      • CCH ProSystem fx Trial Balance - ?:\Avision\AV32 
      • Creative Solutions GoSystem Audit - ?:\CLR\Audit 
  7. If Quicklink processing is available for the accounting system that you have selected, you will see a "Quicklink option" section in the "Configure Accounting System" window.
    • If you have a "Quicklink option" section, choose an option and click OK.
  8. The "Configured" column will show a "Y" for the accounting system now.
  9. Highlight the accounting system you just configured and click Create Client List.
    • If a client list already exists for the selected tax year, and there is a date in the List created column, the Refresh Client List button will be available. 
    • When new clients are added to your accounting system or existing clients are updated, you will need to use the Refresh Client List button to refresh and get the most up-to-date client list before you Dynalink. 

To configure Accounting Bridges globally for your firm:

 

Important: Due to potential installation path differences on individual machines, this option should not be used for CCH ProSystem fx Engagement.

  1. Open Office Manager.
  2. Select Configure Applications > Accounting Bridges > Configure.
  3. The Accounting Bridges dialog displays the accounting systems that you have installed and that you can use G/L Bridge, Dynalink, and Quicklink for.
    • If an accounting system has already been configured the "Configured" column will show a "Y". 
    • The "List created" column shows the date that the client list was created or last refreshed. 
  4. Highlight the accounting system you wish to configure, and click Configure.
  5. Click Browse, and browse to the folder that the accounting system is installed. 
    • Typical system paths are:
      • CCH ProSystem fx Engagement and CCH ProSystem Workpaper Manager - ?:\Pfx Engagement\WM, where ? is the drive that the program is installed to.
        • Example: C:\Pfx Engagement\WM
      • CCH ProSystem fx Trial Balance - ?:\Avision\AV32 
      • Creative Solutions GoSystem Audit - ?:\CLR\Audit 
  6. If Quicklink processing is available for the accounting system that you have selected, you will see a "Quicklink option" section in the "Configure Accounting System" window.
    • If you have a "Quicklink option" section, choose an option and click OK.
  7. The "Configured" column will show a "Y" for the accounting system now.
  8. Highlight the accounting system you just configured, and click Create Client List.
    • If a client list already exists for the selected tax year, and there is a date in the List created column, the Refresh Client List button will be available. 
    • When new clients are added to your accounting system or existing clients are updated, you will need to use the Refresh Client List button to refresh and get the most up-to-date client list before you Dynalink. 

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