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Setting Up CCC ONE to work with Supported Accounting Software

This guide describes the steps to set up and use CCC ONE with your accounting software. Use this guide after you have installed or upgraded to CCC ONE Total Repair Platform.

Before you begin

Complete the following tasks to ensure that CCC ONE and your accounting software work correctly.

Install CCC ONE Total Repair Platform program on all workstations
Set up your accounting software on all workstations where you will run your accounting software with CCC ONE. This includes setting up the Chart of Accounts, Sales Tax preference (if applicable), and Sales Items list.
Ensure all information has been entered in the following sections of your repair facility profile.

Disclaimer information
Basic Settings
Estimating – Rates and Rules

Step 1. Set up the Repair Management and Estimating sections in your repair facility profile

Set up your profile Repair Management section for accounting

Task	Description
Sales – Labor Accounts	Add any custom labor accounts. The information you enter here affects sales reporting, workfile gross profit, and exporting to your accounting software. See Setting Up Sales - Labor Accounts.
Sales – Miscellaneous Accounts	Add any custom miscellaneous accounts. The information you enter here affects sales reporting, workfile gross profit, and exporting to your accounting software. See Setting Up Sales - Miscellaneous Accounts.
Sales – Parts Accounts	Add any custom part accounts. The information you enter here affects sales reporting, workfile gross profit, and exporting to your accounting software. See Setting Up Sales - Parts Accounts.
Line Item Mapping Rules	Add line item mapping values from the above Sales - (Labor, Miscellaneous, and Parts) Accounts that you created. See Setting Up Line Item Mapping Rules.
Sales – Recognition	Select the Sales recognition option. The information you enter here affects sales reporting, workfile gross profit, and exporting to your accounting software. See Selecting How Sales are Recognized.
Receipt – Types	Add any custom Deposit receipt types and Adjustment receipt types. See Adding Receipt Types.
	Top of Set up your profile Repair Management section for accounting

Set up your profile Estimating section for accounting

Task	Description
Part Codes	Set up Part Codes entries to match line item descriptions that you created in the Line Item Mapping rules. See Adding a Part Codes Entry.

Task

Description

Part Codes

Set up Part Codes entries to match line item descriptions that you created in the Line Item Mapping rules.

See Adding a Part Codes Entry.

Step 2. Set up the CCC ONE Accounting Connection

Configure the Accounting Connection for your software

Task	Description
Enter values and information in the Connection tab	Define the file location, Accounts Payable, Accounts Receivable accounts, and the customer export format. BusinessWorks - See Setting Up the Connection - BusinessWorks. MAS90/MAS200 - See Setting Up the Connection - MAS90 MAS200. Microsoft Dynamics GP - See Setting Up the Connection - Microsoft Dynamics GP. QuickBooks Desktop - See Setting Up the Connection - QuickBooks Desktop® . QuickBooks Online - See QuickBooks® Online® - Setting Up the Connection.
Add your shop location in the Locations tab	Select the repair facility shop location to use. If you have more than one shop, then select it from the list. BusinessWorks - See Selecting a Shop Location - BusinessWorks. MAS90/MAS200 - See Selecting a Shop Location - MAS90 MAS200. Microsoft Dynamics GP - See Selecting a Shop Location - Microsoft Dynamics GP. QuickBooks - See Selecting a Shop Location for QuickBooks.
Enter values in the Account Mapping tab	Enter the Chart of Accounts account mapping and Sales Tax Payable values. BusinessWorks - See Entering Account Mapping Values - BuisnessWorks. MAS90/MAS200 - See Entering Account Mapping Values - MAS90 MAS200. Microsoft Dynamics GP - See Entering Account Mapping Values - Microsoft Dynamics GP. QuickBooks Desktop - See Entering Account Mapping Values - QuickBooks Desktop. QuickBooks Online - See Entering Account Mapping Values - QuickBooks Online.
Enter Chart of Accounts values in the Receipt Mapping tab	Enter the Chart of Accounts receipt mapping values. BusinessWorks - See Entering Receipt Account Mapping Values - BusinessWorks. MAS90/MAS200 - See Entering Receipt Account Mapping Values - MAS90 MAS200. Microsoft Dynamics GP - See Entering Receipt Account Mapping Values - Microsoft Dynamics GP. QuickBooks - See Entering Receipt Account Mapping Values - QuickBooks.
Import vendors from your accounting software	Microsoft Dynamics GP - See Importing Vendors from Microsoft Dynamics GP. QuickBooks - See Importing Vendors from QuickBooks.
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Step 3. Review Transactions in the CCC ONE Accounting Dashboard

Review the list of transactions in the Accounting Dashboard (icon folders in the top panel)

Task	Description
Delivered Not Closed	Select this option to Close or Cancel repair orders that appear in the list.
Closed Not Delivered	Selecting this action allows you to update the vehicle delivery for the selected repair order. Select the Update Delivery Date action from the mini-toolbar.
Sales Not Exported	Review the list of repair orders that appear in this screen. These are repair orders to be exported. Note any repair orders that are not to be exported. There are no actions that can be performed in this screen.
Accounts Receivable	Select this action to review repair orders that appear in this screen. Use this screen to create New Receipts for the selected repair order.
Receipts Not Exported	Review the list of receipts that appear in this screen. Use this screen to Edit or Void receipts.
Vendor Invoices and Credits Not Exported	Review the list of invoices and credits that appear in this screen to exported. Note any invoices or credits that are not to be exported. There are no actions that can be performed in this screen.
	Top of Review the list of transactions in the Accounting Dashboard (icon folders in the top panel)

Step 4. Run the Export to Accounting feature

Review and manage transactions to be exported to your accounting software

Task	Description
Start the Export to Accounting.	See Exporting Transactions to Your Accounting Software.
Review all available transactions in the Overview tab.	Use this screen to select the transaction types that are to be exported.
Review repair order sales in the Repair Order Sales tab.	Options include Select All, Deselect All, and Never Export Line. Selecting the Never Export Line option removes the selected repair order from the list. The selected repair order will not be available for export again.
Review receipts in the Repair Order Receipts tab.	Options include Select All, Deselect All, and Never Export Line. Selecting the Never Export Line option removes the selected repair order receipt from the list. The selected repair order receipt will not be available for export again.
Review vendor invoices in the Vendor Invoices tab.	Options include Select All, Deselect All, and Never Export Line. Selecting the Never Export Line option removes the selected vendor invoice from the list. The selected vendor invoice will not be available for export again.
Review vendor credits in the Vendor Credits tab.	Options include Select All, Deselect All, and Never Export Line. Selecting the Never Export Line option removes the selected vendor credit from the list. The selected vendor credit will not be available for export again.
	Top of Review and manage transactions to be exported to your accounting software

Step 5. Process Transactions in your accounting software

Accounting tasks to do in your accounting software

Task	Description
Making deposits	Record deposits of one or more customer payments to your bank account.
Paying vendor bills (invoices) and applying credits	Pay outstanding bills and apply open credits that you have already entered into you accounting software.
Applying customer payments to invoices	Review and apply customer payments to open customer invoices.
Reconciling Sales transactions	Review and compare CCC ONE sales to your accounting software sales.
Pay Sales Tax	Review and pay sales taxes.
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Overview

Accounting