What’s new in GrantLink
A plain-language record of recently shipped improvements for nonprofit finance teams and their accounting partners.
Latest release: October 2026
Classify grants by funding source
Set each grant's funding source on its Details tab or when you create the grant. The Grants list shows the funding source on each row and can filter by it, and the grants summary export includes a Funding Source column.
Keep renewed and closing grants allocating correctly
A renewed grant can now track expenses on the same QuickBooks record as a closed grant when their periods don't overlap. GrantLink assigns each expense to the grant whose period contains its date. Grants in Closeout now also receive automatic allocations for expenses dated inside their period.
Exclude QuickBooks income lines from grant tracking
Members and Admins can exclude a QuickBooks income line that doesn't belong in grant funding. The line leaves Received on every grant it matched, an excluded-lines list keeps a record with an optional reason, and Undo restores it. QuickBooks doesn't change.
See budgets and actuals stay steady while figures update
Budget, dashboard, and Grants list figures keep the last confirmed amounts on screen while GrantLink refreshes them, with a clear updating label. Budget edits still show at once, and new grants show a preparing state until their first figures are ready.
Plan budgets with more detail
The grant budget page is now called Budget. Generate a monthly, quarterly, or budget-year schedule directly from the page. Lines inside a category budget can keep item plans that don't change category totals, and a budget can hold up to 10 cash or in-kind match funding sources shown beside the award budget. Award spending now leaves out match, program income, and excluded costs.
Move QuickBooks accounts between budget lines
Choosing an account that already feeds another budget line now names that line and moves the account and its grant activity to the new line on save. Allocations covered by an account mapping now show their budget line on the Allocations page.
Follow QuickBooks recodes automatically
When a transaction's QuickBooks coding changes after sync, GrantLink moves, removes, or rematches the automatic allocation it created, or flags it for review. Each change is recorded in the activity log for both grants.
Resolve conflicting QuickBooks grant tags in Ledger
When a transaction's QuickBooks tags point to more than one grant, Ledger marks it Needs review, names the grants, and lets you choose. GrantLink no longer guesses between conflicting tags.
See grant funding received first
Each grant's Funding received view now leads with money received and the applications that recorded it, followed by invoices and open receivables.
Review restricted funds in one rollforward
The Restricted funds page shows a yearly rollforward of net assets with donor restrictions: beginning balance, contributions, releases, and adjustments, grouped by restriction type. Admins can set beginning balances and close or reopen a year, and closed years lock their releases.
Prepare funder reports in Chat
Ask GrantLink Chat to prepare a funder report from a grant's Excel or PDF report template. Chat shows a review card before any template copy is shared.
Start with your QuickBooks grants
New workspaces now begin by connecting QuickBooks. GrantLink proposes likely grants from active Classes and Projects, lets you confirm them and fill in missing details, and can bring in older QuickBooks history for each grant.
Create more grants during a trial
Organizations trying a paid plan can create any number of grants and funders during the trial. Plan limits apply again if the trial ends without a subscription.
Allocate without a monthly limit
GrantLink no longer limits how many allocations an organization can create each month, so large payroll journals and automatic allocations no longer stop at a plan cap.
Control QuickBooks writeback from organization settings
An organization's QuickBooks writeback settings now directly control supported reviewed transaction, grant-entity, and journal-entry writeback. Read-only organizations remain blocked, and every write still requires the existing preview, approval, freshness, and audit safeguards.
Keep payroll allocations current as evidence arrives
Organization Admins can import supported payroll CSVs in Chat, connect employee work to Initiatives and eligible grants, and review unresolved costs in a dedicated Payroll workspace. Live employee-by-grant reports can be preserved as working or fully supported snapshots, while read-only QuickBooks matching ties payroll runs to exact expense lines without counting the same cost twice.
Tour GrantLink without signing up
Explore a two-minute, read-only guided tour with fictional nonprofit and QuickBooks records. Follow grant spending and funding into the grant’s budget position and a sample report without connecting an account or changing data.
Use more automatic allocation rules
Teams using allocation rules can now keep up to 500 rules active, up from 50, supporting more detailed transaction classification without retiring working rules.
Edit budgets and account mappings in one place
Update a grant’s total-only budget directly in the budget matrix, even before adding a period schedule. Each existing budget line now also includes a searchable account picker for mapping one or more synced QuickBooks expense accounts without changing QuickBooks.
Review allocation updates before they reach QuickBooks
Eligible teams can now review the exact Class, Customer, or Project changes for an allocation before applying them to the source QuickBooks transaction. Bulk review keeps blocked rows unchanged, applies only approved updates, and makes progress visible in Settings → Background jobs.
Track commitments separately from actual spending
Record grant commitments before the source transaction reaches QuickBooks, then see Committed and Actual spending separately across budget matrices and Excel exports. Matching a commitment to its QuickBooks source moves the amount to Actual without counting it twice.
Reconcile complex ledger activity with more confidence
GrantLink now presents journal entries, payments, transfers, and allocation eligibility more clearly in the ledger. If an approved allocation loses its QuickBooks source link, current spending excludes the unsupported amount and calls out the exception for review.
Approve budget edits requested in Chat
Organization Admins can ask GrantLink Chat to create, update, reorder, clear, or replace a grant budget. Chat explains the exact edit before approval, applies approved changes atomically, and protects against stale budget data.
Create reusable reporting categories in Chat
Ask GrantLink Chat to find existing reporting categories or create the missing categories your organization needs. Chat preserves requested names and can use each new category immediately when building grant budget lines, without entering budget amounts or changing QuickBooks.
Import reviewed allocations from QuickBooks CSV exports
Import Transaction Detail by Account and General Ledger CSV exports through a reviewed preview of totals, exclusions, and date warnings. Approved rows appear in grant spending immediately and can reconcile to later QuickBooks activity without double counting.
Reuse report project templates
Save a report's design and project files as an organization template, then use that template to start a new Chat. Each new report receives its own private copy, so editing it does not change the saved template.
Find product help and developer documentation
The public help center now brings GrantLink setup and workflow guidance into one searchable place. Developers can also explore the read-only REST API, authentication model, and generated API reference.
See a clearer grant funding position
The finance dashboard, grant list, and grant overview now separate award coverage from received-funding coverage while keeping direct and indirect recorded spending visible. Unknown award amounts and funding restrictions remain explicit instead of being presented as cash on hand.
Manage accounting-firm clients through focused views
Accounting firms can move between All clients, Needs attention, Claims in review, Reporting due, and Sync problems views. Each client row summarizes the most important setup, sync, reporting, deadline, and transaction-review signals.
Control supported QuickBooks writebacks
Teams can review supported grant tracking and entity changes before they reach QuickBooks. Organization policy, user permissions, QuickBooks capabilities, and the selected connection determine which updates are available, while read-only access remains read-only.
Trust budget-versus-actual totals across GrantLink
Budget matrices, summaries, exports, portfolio views, pace monitoring, and allocation workflows now share the same attribution rules. Spreadsheet editing is more resilient, exports include complete category totals, and budget resets use a reviewed, audited flow.