Please enable JavaScript to view this site.

VT Transaction+

Navigation: Basics

Sharing a data file using a cloud drive

Scroll Prev Top Next More

You can use a cloud-based drive service such as Dropbox, Google Drive or OneDrive to share VT data files with other users. This enables users on different PCs and in different locations to access the same files.

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 the instructions below give an example of sharing a file on a cloud drive.

Skip to: To receive a data file from another user

To share a data file with another user

1.Create you own account for a cloud-based drive service and download and install 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.

2.Once installed, the drive appears on the list of your PC's drives in File Explorer. File Explorer can be accessed by clicking the yellow folder icon File Explorer on the taskbar at the bottom of the screen:

Dropbox2

3.Create a new folder in your cloud drive that will store the VT data file to be shared between you and the other user(s), by right-clicking on the drive and selecting New>Folder:

Dropbox mew folder

 For example:

dropbox new folder

4.Move or copy the VT Transaction+ or VT Cash Book data file to this folder. You can find this file in your Documents folder (ending in .vtr for VT Transaction+ and .vcb for VT Cash Book) unless you have moved or saved it to a different folder.

dropboxvtr0

 Screenshot showing a data file moved to a new folder created in the cloud drive

5.Using commands specific to the cloud service, share the file (or folder) with the other user(s). In Dropbox, this is done by right-clicking on the file or folder and selecting the Share command with the blue Dropbox icon:

dropboxshare1

6.You are then presented with a Share dialog. Enter the email address associated with the other user's account and select Share. Make sure the Can edit option is selected.

share

7.The other user should then receive an email with a link to add the folder to their own Dropbox account (as shown in step 3. of To receive a data file from another user below).

8.Once they have added the folder to their Dropbox account, both of you are able to open the same file and make changes (but not at the same time). Any changes made to the shared file will automatically be updated in both of your Dropbox drives so it is best to make a separate backup copy before making any changes.

To receive a data file from another user

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 another user above).

2.Notify the other user of the email address associated with your 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 another user.

3.When the other user shares a file or folder with you, you will receive a notification email with a link 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. Both of you are then able to open the same file and make changes (but not at the same time). Any changes made to the shared file will automatically be updated in both of your Dropbox drives so it is best to make a separate backup copy before making any changes.

dropbox_acct