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Caseware Sherlock

What is Caseware Sherlock?

What's New

  • New in Caseware Sherlock

Release History

  • Caseware Sherlock 7.1

  • Caseware Sherlock 7.0

  • Caseware Sherlock 6.2

  • Caseware Sherlock 6.1

  • Caseware Sherlock 6.0

  • Caseware Sherlock 5.2

  • Caseware Sherlock 5.1

  • Caseware Sherlock 4.2

  • Caseware Sherlock 4.1

  • Caseware Sherlock 4.0

Get Started

  • Get started - Sherlock Reader

  • Frequently asked questions

Sherlock Reader

  • View a visualization

  • Print a visualization

Sherlock Visualizations (Canada)

  • Sherlock Canada Hybrid Visualizations

  • Financial Information

  • Practice and Project Management

Sherlock Visualizations (US)

  • Sherlock US Hybrid Visualizations

  • Practice and Project Management

Sherlock Visualizations (International)

  • Sherlock International Visualizations

  • Risks and Controls

  • Financial Information

  • Partner and Manager Summary

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In this article
Recently viewed
  • Differences between SmartSync and non-SmartSync
  • Index
  • Request a review and signoff
  • What's New
  • Generate a client secret
  • Register a new app for single sign-on
  • Integrate single sign-on with Entra ID (formerly Azure AD)
  • What is Caseware Hybrid Cloud?
  • English (US)
  • Get CloudBridge
  • Transfer engagements in bulk with CloudBridge
  • English (US)
  • Get started - Staff
  • Attach documents to an engagement file
  • Dynamic account reassignment in the Data page
  • Understand subledger datasets
  • Frequently asked questions
  • Get started - Staff
  • Manage sync copies
  • 35.0
  • Deprecated features
  • my.caseware.com
  • Data recovery limitations
  • Clear the Office cache
  • Troubleshooting
  • Purchase and enable Cloud Connector for your firm
  • Import the trial balance from a CSV or Excel file (new method)
  • Import and manage data
  • Recover a previous version or deleted file
  • Files
  • Start the engagement
  • Planning
  • Get Started
  • What is Caseware Hybrid Cloud?
  • Export data from Quickbooks
  • View queries (the Query dashboard)
  • Complete a query
  • Reopen a query
  • Transaction details
  • Accounts payable—invoices
  • Index
  • Transaction details
  • Understand the general ledger dataset
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