I have been doing bookkeeping for a client using VT ( Which is new to me) as they did not have a system or program before hand but the final accounts are still being produced by a different accountant. Is there a way I can use VT information and convert into an excel spreadsheet or into sage? Any suggestions would be warmly welcome!
If it's just simply copy everything into Excel then click view on the menu, change view to spreadsheet, copy everything and then paste into Excel.
You can do that on any of the reports so really easy to extract customers and suppliers.
When dropping reports into Excel you do have a little bit of playing around as some of the headings are merged cells but absolutely anything that you want from VT you can get into Excel relatively easily.
However, before attempting to do everything in Excel why not give VT a try. Have a look at the financial statements and start drilling back fields to see where they come from.
Its all very easy.
Before you do anything through take a copy of the .VTR file that you are using and keep it as a safe backup.
One of the strengths of VT is if you know your manual bookkeeping it is very easy to use with non of Sage's protectionism. Of course, if you don't know what you are doing with the software the fact that you can change pretty much anything can also be perceived as a weakness.
Thats nothing against the software or yourself. Just a warning that it is very easy to delete things so tread carefuly with it for starters.
Once you know it properly you'll like it.
I've encouraged quite a few clients dump Sage and move to VT although it should be noted that VT works best with service type industries as it doesn't have the stock control functionality that box stackers and shifters need.
You will find quite a few accountants use VT to produce accounts regardless of the software used for bookkeeping.
HTH,
Shaun.
__________________
Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
