Hi
One of my new client is using VT transation + and I am new to this software. Please can someone help me as how to download the Chart of Account details on to a spread sheet / text format
Replies (2)
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To display:
Display - Trial Balance or P&L or Balance sheet - options - tick display accounts with nil balances.
To copy:
Spreadsheet layout button from toolbar, then highlight what you are after and copy & paste
Probably the easiest way to do this is to run the TB (F4 key). Go to options in bottom right and show accounts with nil balances.
This will show all existing accounts. You can then go to Edit > Copy and paste the entire thing into a new Excel worksheet.