For starters on the front screen you have all of the transactions that you have entered in the sequence nthat you have entered them. Easy enough to go to the view dropdown, change to spreadsheet mode and then copy and paste the whole lot to Excel to manipulate and sort as you please.
Thats more down to my love of being able to play with everything in Excel though than the question that you asked.
For reports go to the Display Drop down, about half way down the list is a Ledgers Report with an arrow next to it, choose multiple ledgers and then choose all of the ledgers that you are interested in (all selected by default) for the period that you are interested in. That can be any period to you could say 1 jan 1900 to 31 dec 3000.
Is that the one that you are looking for Joanne? There are others.
Also, as with all reports you can swap to spreadsheet mode and copy and paste it to Excel to play around with it to your hearts content.
HTH,
Shaun.
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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.
Good morning Shaun I was using VT on that trial client but not used it since March and as I'm not au fait with it I wanted to check what I had done/ make sure I have got the right backup etc. got to convert to xl but then wanted to just do a quick print or drop it onto my new PC. Not helped by not having a printer attached to old PC, client ringing with old sage problem following the three hour power cut yesterday mid doing VT and one leg in trousers as on my way out. So thought I would ask whilst I'm out so I can get back onto it later easily.
Thanks will try both later.
-- Edited by Cheshire on Wednesday 15th of June 2016 05:44:02 PM
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
You can get specific transaction reports by going to display > all accounts and scrolling down the list on the left hand side. eg if you wanted to look at a specific supplier, you could scroll down to suppliers and choose the name of the supplier from the list.
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John
Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
Sure that you've already sussed this but to move the data from the old to the new PC just grab the .vtr file and copy it over.
You can make it into better than cloud software by having dropbox to keep all of your PC's synced then pointing all of your copies of VT to the on PC synced backup copy that gets automatically downloaded to your PC from dropbox that way if the internet is down you have access to your data on your PC and if the internet is OK it all gets synced in the cloud for access from any of your PC's no matter where they may be.
None of this tax the stupid, pay every month per client to accesss your software milarky. You get all of the advantages of the cloud but unlimited clients and no constant access internet dependancy. Confuses the hell out of me why anyone is using cloud based accountancy software when this settup is available and works so well.
__________________
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.
Sure that you've already sussed this but to move the data from the old to the new PC just grab the .vtr file and copy it over. What on earth are you talking about? An idiots guide I said!!!! Actually sshhhhhh - Ive downloaded a second free trial period, which is why its on the old PC! So Im guessing I cant to that then.
You can make it into better than cloud software by having dropbox to keep all of your PC's synced then pointing all of your copies of VT to the on PC synced backup copy that gets automatically downloaded to your PC from dropbox that way if the internet is down you have access to your data on your PC and if the internet is OK it all gets synced in the cloud for access from any of your PC's no matter where they may be. I use dropbox between the two on the rare occasion I have to go into the old PC, although have to keep doing a 'repair' on my old PCs t'internet or nothing happens. The old PC takes about half an hour to wind itself up!!! I thought I had saved the excel file earlier via dropbox but it wont open, its not got an extension name if thats the right word....not got.xl or whatever on the end. No dot, no nothing. Oops. The old PC said copied to the clipboard???!!! I know, Im sorry, I cant help it!!!!!!!!!
None of this tax the stupid, pay every month per client to accesss your software milarky. You get all of the advantages of the cloud but unlimited clients and no constant access internet dependancy. Confuses the hell out of me why anyone is using cloud based accountancy software when this settup is available and works so well. Well you know my views on cloudy rubbish accountancy software. Or sage One at least, ewwwww. The more I use it the more I fall out with its nonsense.
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Thanks John and Shaun for both of your suggestions - I will have a go at all of them (its good practice/learn them all!) and see what I can drag out of it - might be weekend now before I get the chance......so I could be back!!!!!! Actually Im pretty sure I will be.
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Sure that you've already sussed this but to move the data from the old to the new PC just grab the .vtr file and copy it over. What on earth are you talking about? An idiots guide I said!!!! Actually sshhhhhh - Ive downloaded a second free trial period, which is why its on the old PC! So Im guessing I cant to that then.
Yes you can - just copy the file across to the other pc and you can open it The .vtr file is independent of the program you saved it in so would open up on another trial version.
You can make it into better than cloud software by having dropbox to keep all of your PC's synced then pointing all of your copies of VT to the on PC synced backup copy that gets automatically downloaded to your PC from dropbox that way if the internet is down you have access to your data on your PC and if the internet is OK it all gets synced in the cloud for access from any of your PC's no matter where they may be.I use dropbox between the two on the rare occasion I have to go into the old PC, although have to keep doing a 'repair' on my old PCs t'internet or nothing happens. The old PC takes about half an hour to wind itself up!!! I thought I had saved the excel file earlier via dropbox but it wont open, its not got an extension name if thats the right word....not got.xl or whatever on the end. No dot, no nothing. Oops. The old PC said copied to the clipboard???!!! I know, Im sorry, I cant help it!!!!!!!!!
Try right clicking the file and renaming it xxx.xls or xxx.xlsx depending on which version of excel you saved the file in - may not work but worth a try
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John
Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
Hi John
Think I was madder than usual when I posted the first part of that - I slung the .vtr file on to a usb and just opened it from that on my old PC - and had actually done that prior to asking this question!!!! Honestly I losing the plot!!
I did also try re-naming that file, but that didnt work. Might have another go - but still one for this weekend. Thanks for the suggestion though.
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
I assume that you just mean the file name rather than the extension.
I copy and rename .vtr files regularly then its just a matter of going into VT, clicking open and finding the new file. Once you have located iot then after that it will appear in the file list on the initial screen.
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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.
Morning you Oh I dont know!!!! I meant re-naming the file, no not file, the report I thought I had converted to excel, which I had already saved to my dropbox but then couldnt open - the one before I posted anything about it on here! Oh Im confuzzled now - think I need to be on my old PC and having another go - Ive just got to wind it up to open before midday first so it could be a while but I will defo be back. Told you - it has to be a complete foolproof instruction list.....probably not helped by me sometimes using my own terminology or at the very least the wrong terminology. I dont think Ive even sussed out the backups properly yet - its numpty time!!!!
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Hi Both The report I got last time was the one Shaun mentioned so yey, I was on the right track. No stop banging your heads on the desk - Im not just saying that - Ive just been into VT and checked! Honest!
John was right - I was referring to the file I had saved, which was supposed to be in the excel view but wasnt showing an extension (and now I now I had the right terminology, so not quite as green as Im cabbage looking).
No idea what was going on, clearly an issue with my old PC last time, but this time I have a proper excel file saved via dropbox so I can access it via my new PC. Even dropbox worked on my old PC without having to do a 'repair' to get the t'internet working on it!!! All ready to go, key and learn a bit more tomorrow or Sunday.
Thank you to the lovely BKN boys! Mucho appreciated.
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Sorry should really start a new thread. However picking up Shaun's comment about VT being so much cheaper than the cloud, VT may or may not introduce a cloud offering to comply with MTD (they said recently on AWeb they might).
In the meantime if you were recommending new software to clients then would you go with a cloud package today - so that they can comply in 2018 for sole traders and 2020 for Ltd Cos? Or would you go with VT and look around in a few years when there will be more choice and potentially free cloud software to comply with MTD?
Obviously MTD may be put back now the govt have other things to worry about.
I'm sticking with VT for now. None of my clients have a clue how to do bookkeeping and rely on me to do the figures. I can't see that changing even when the switchover comes. I'm hoping that I can submit to HMRC from within VT or at worst transfer the data to taxfiler and submit from there.
Cloudy stuff from VT would be interesting, but would that also mean the end of a one off payment in favour of a monthly subscription? I certainly hope not. Given we are now less than a year and 3/4 away from quarterly submissions. we have nowhere near enough info from HMRC as to how its going to work in practice.
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John
Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
Hi Hannah
From the cloud offerings I have seen so far, I wouldnt be recommending any of them any time soon, but I will be sticking with desktop and that will include Sage and VT as it stands now for the forseeable. As John says we are quite some way from quarterly submissions in terms of an information base as to know how its going to work so I think its stick at what we are doing until then at least. Dont think you can beat VT much on the price so I would be happy to recommend that to anyone, although as a bookkeeper I do my clients stuff (they seem to make a right unholy mess when they do it themselves!!). With any luck HMRC will drop the idea now they have bigger things to worry about! We wish.
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
I meant re-naming the file, no not file, the report I thought I had converted to excel, which I had already saved to my dropbox but then couldnt open - the one before I posted anything about it on here! Oh Im confuzzled now - think I need to be on my old PC and having another go - Ive just got to wind it up to open before midday first so it could be a while but I will defo be back. Told you - it has to be a complete foolproof instruction list.....probably not helped by me sometimes using my own terminology or at the very least the wrong terminology. I dont think Ive even sussed out the backups properly yet - its numpty time!!!! 
