Help

About SQLWorks Help

This page is regularly updated with step-by-step user manuals to help SQLWorks users get the most from our business management software. Click the list to view help materials for that topic.

If you have a topic you would like to request please contact us, or learn more about the broader sections of SQLWorks by visiting our news page.

• Introduction to Navigating SQLWorks
• Introduction to Importing Data into SQLWorks
• Introduction to SQLWorks Security Permissions
• Introduction to Query Builder
• 0.1 – How to log in and quit SQLWorks
• 0.2 – How to update SQLWorks
• 0.3 – How to install and access SQLWorks Hosted
• 0.4 – How to export SQLWorks data to spreadsheet
• 0.5 – How to install SQLWorks & Upgrade to the latest version
• 0.6 – How to use spell check
• Did you Know? Local Resources and Printers

• Introduction to Sales Ledger
• Introduction to Quoting
• Introduction to Credit Control
• Introduction to Purchase Ledger
• Introduction to Purchase Orders
• Introduction to Ledgers
• Introduction to Banking
• Introduction to Accounting Locks
• Introduction to VAT Reporting
• Introduction to Audit and Real Time ‘Live’ Reporting
• Introduction to Nominal Budgets
• 1.1.2.1 – How to End the Month
• 1.1.2.2 – How to End the quarter or year
• 1.1.2.3 – How to set up a new Financial Year
• 1.1.2.4 – How to set retained profit / appropriate profit
• 1.1.2.5 – How to use nominal budgets
• 1.1.3.6 – How to post nominal account journals
• 1.2.1.1 – How to enter and reconcile a bank statement
• 1.2.1.2 – How to transfer funds between Bank Accounts
• 1.2.2.3 – How to reconcile a petty cash account
• 1.2.3.1 – How to enter petty cash transactions
• 1.2.3.2 – How to transfer cash to the petty cash ledger
• 1.3.0.1 – How to use the sundry cash ledger
• 1.4.0.1 – How to print or view an aged debt analysis report
• 1.4.1.1 – How to create a quote
• 1.4.1.2 – How to email or print a quote
• 1.4.2.1 – How to create a sales order
• 1.4.2.2 – How to activate and use Sales Ledger Authorisation
• 1.4.3.1 – How to create a sales invoice
• 1.4.3.2 – How to Email or Print an Invoice
• 1.4.3.3 – How to add a purchase ledger payment
• 1.4.3.4 – How to email or print a remittance advice
• 1.4.3.5 – How to receive purchase orders
• 1.4.3.6 – How to create SL statements and statement runs
• 1.4.3.7 – How to write-off bad debts in the Sales Ledger
• 1.4.3.8 – How to add Sales Ledger Payments (and Reconcile)
• 1.4.3.9 – How to amend VAT
• 1.4.4.0 – How to “Cancel” a Sales Invoice / Receipt Payment
• 1.4.5.0 – How to Control Sales Ledger Payment Terms
• 1.4.5.1 – How add deposits and prepayments
• 1.5.2.1 – How to generate a Trial Balance Report (TB)
• 1.5.2.2 – How to generate a Profit and Loss Report (P&L)
• 1.5.6.2 – How to set up Making Tax Digital (MTD)
• 1.5.6.3 – How to calculate VAT (step 1)
• 1.5.6.4 – How to submit VAT (step 2)
• 1.5.6.5 – How to process & pay VAT (step 3)
• 1.6.3.8 – How to ‘Cancel’ a Purchase Invoice / Payment
• 1.6.4.1 – How to generate a Batch Payment Run
• 1.6.5.0 – How to Control Purchase Ledger Payment Terms
• Did you Know? Quoting Tips
• Did you Know? Bulk Invoicing
• Did you Know? Consolidated Invoicing
• Did you Know? Debt History
• Did you Know? Importing Journals

• Introduction to Companies List
• Introduction to Calendar
• Introduction to Projects
• Introduction to Document Management
• Introduction to Sales Leads
• Introduction to Phone Logs
• Introduction to Emails
• Introduction to Client Lists
• 2.1.0.1 – How to add a new lead
• 2.2.0.1 – How to use mailshots for email marketing
• 2.2.0.2 – How to create email templates
• 2.2.0.3 – How to use the design window and formatting tools
• 2.2.0.4 – How to send emails
• 2.2.0.5 – How to authorise Microsoft 365 email
• 2.3.0.1 – How to add a new company
• 2.3.0.2 – How to remove a company to make it inactive
• 2.4.0.1 – How to add a diary entry
• 2.5.0.1 – How to enter a phone log
• 2.5.0.2 – How to add a contact using the phone log window
• 2.6.0.1 – How to create a task
• Did you Know? Quick Select
• Did you Know? Custom Search
• Did you Know? Removing Companies
• Did you Know? Task Prioritisation
• Did you Know? Prompt Notes
• Did you Know? Global Search
• Did you Know? Changing your SQLWorks email password
• Did you Know? Opening Multiple Windows
• Did you Know? SQLWorks Cloud Link

• Introduction to MRP Preferences
• Introduction to MRP
• Introduction to BOMs
• Introduction to Works Orders
• Introduction to Works Order Schedules
• Introduction to Production Planning
• Introduction to Dispatch Planner
• 3.1.0.1 – How to set up engineering docs in Works orders
• 3.1.0.2 – How to set up a stock item for Manufacturing

• Introduction to Stock Ledger
• Introduction to Stock Quantities
• Introduction to Stock Audit & Stock Take
• Introduction to Order Allocation
• Introduction to Consignments & Consignment Stock
• Introduction to Backflushing
• 6.6.0.1 – How to enter a stock movement
• 6.6.0.2 – How to add a new stock item
• 6.6.0.3 – How to add serial numbers to a stock item
• 6.6.0.4 – How to change a stock item’s sale price, trade price or cost prices
• 6.6.0.5 – How to bulk import and export Stock item data
• 6.6.0.6 – How to adjust global sale pricing
• 6.6.0.7 – How to use Pricing & Discounting
• 6.6.0.8 – How to set Stock Quantity Units and Multipliers
• 6.6.1.0 – How to use Assets
• 6.6.2.0 – How to create a Stock Audit
• Did you Know? Stock by Account
• Did you Know? Stock Costs