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 on the right hand side to view a PDF guide 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.

General

• Introduction to Navigating SQLWorks
• Introduction to Importing Data into SQLWorks
• Introduction to SQLWorks Security Permissions
• 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
• Did you Know? Local Resources and Printers

Accounts

• 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
• 1.2.1.1 – 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
• 1.4.0.1 – 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
• 1.4.3.1 – 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
• 1.4.3.7 – 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
• 1.5.2.1 – 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 BACS run / cheque run / batch payments
• 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