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VT Transaction+

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Sharing a data file using a cloud drive

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You can use a cloud-based drive service such as Dropbox, Google Drive or OneDrive to easily share VT Transaction+ data files with other VT users.

The instructions below show an example of how this can be used for a client sharing a file with their accountant. In VT Transaction+, the data file ends in .vtr, and in VT Cash Book, it ends in .vcb. The screenshots show a .vtr file, but the process is the same for each program.

Only one user can open a VT Transaction+ data file at a time, and if using VT Transaction+, each user requires their own licence.

Please note that VT Software cannot provide technical support on using cloud drives since they are third-party products, however you may find these instructions useful.

Skip to: To receive a data file from your client: Accountant

To share a data file with your accountant: Client

1.Create you own account for a cloud-based drive service and download the desktop version of the drive on your PC:

Dropbox download

Google Drive download

OneDrive download

In this example, Dropbox is used, but the same principles apply for other cloud services. Once downloaded, the drive then appears on the list of your PC's drives:

Dropbox2

2.Create a folder in your Dropbox drive and move, copy or save your data file to this folder:

dropboxvtr0

3.Share the file (or folder) with your accountant. In Dropbox, this is done by right clicking on the file or folder and selecting the Share option with the blue Dropbox icon:

dropboxshare1

4.In the Share dialog, enter the email address associated with your accountant's Dropbox account and select Share. Make sure the Can edit option is selected.

share

5.The accountant will then receive an email with a link to add the folder to their own Dropbox account as shown in To receive a data file from your client: Accountant below.

To receive a data file from a client: Accountant

This uses Dropbox as an example, but the same principles apply for other cloud services:

1.Create you own Dropbox account and download the desktop version of Dropbox on your PC in the same way as described in Steps 1. and 2. of To share a data file with your accountant: Client.

2.Notify your client of the email address associated with your own Dropbox account and request that they share their data file via Dropbox to this email address using the method described in To share a data file with your accountant: Client.

3.When the client shares a file or folder with you, you will receive a notification email with a link to view the file/folder online, and to add the file/folder to your own Dropbox drive on your PC. Click on Add to Dropbox:

dropboxshare2

4.The file/folder file should then appear in your own Dropbox drive on your PC. Any changes you make to the shared file will automatically be updated in the same file in the client's Dropbox drive so it is best to make a backup copy before making any changes:

dropbox_acct