GrantLink Help & Tutorials
Learn how to set up GrantLink and complete grant, allocation, reporting, and AI-assisted workflows.
36 articles
Welcome to GrantLink
Learn what GrantLink does today: per-grant QuickBooks links, allocations, funding shares, reports, claims, templates, and audit history.
Quick Start Guide
Connect QuickBooks, choose read-only or selected writeback, add a grant, link its QuickBooks records, and start reviewing allocations.
Understanding the Dashboard
Learn how to read and use the GrantLink dashboard to monitor your grants at a glance.
Inviting Team Members
Learn how to add team members to your organization and manage their permissions.
Adding Existing Grants and Budgets
Add existing grants manually or from PDF award documents, link QuickBooks records, and import each approved budget workbook.
Current Grant Detail Navigation
Quick reference for current grant tabs, including Details, Budget, Income, Allocations, Releases, Funding Shares, Reports, and Activity.
Connecting QuickBooks Online
How to connect QuickBooks Online, confirm sync status, and keep writeback separate from read-only reporting.
Understanding the Sync Process
Understand automatic and manual QuickBooks sync, what data GrantLink reads, and how sync differs from writeback.
QuickBooks Connection and Sync Troubleshooting
Confirm connection health, refresh synced QBO data, check grant links, and diagnose missing transactions.
Creating and Managing Grants
Add grants manually or from uploaded award documents, link their QuickBooks records, and manage the full grant workspace.
Working with Funders
Manage funders separately from grants, import QBO customer funders, and preserve parent customer/sub-customer relationships.
Setting Up Grant Budgets
Learn how to create and manage grant budgets with categories that match funder requirements.
Managing Multi-Year Grants
Learn strategies for tracking grants that span multiple fiscal years or budget periods.
Tracking Grant Milestones and Deadlines
Track reporting-cycle deadlines in GrantLink and keep custom milestones and deliverables in an external team system.
Grant Status Lifecycle
Quick reference for grant statuses and what actions are allowed at each stage.
Managing Restricted Funds
Learn how to track donor-restricted contributions throughout their lifecycle using GrantLink.
Understanding Fund Receipts
Learn how GrantLink tracks recognized QuickBooks income and manual receipts recorded outside QuickBooks.
Fund Receipt Deposit Matching Workflow
Reconcile recognized QuickBooks income and manual outside-QuickBooks receipts without changing the source accounting record.
Managing Multi-Donor Grants
Learn how GrantLink handles grants with multiple donors contributing to the same restricted purpose.
Allocating Transactions to Grants
Use grant links for automatic allocation, then review exceptions, split shared costs, assign budget lines, and control QBO writeback.
Reviewing and Correcting Grant Allocations
Learn the current workflow for reviewing and correcting grant allocations, plus how to document any external approval control.
Running Indirect Cost Calculations
Learn how to calculate and post indirect costs (F&A) for your grants using GrantLink.
Understanding and Using Restriction Releases in GrantLink
Learn what restriction releases are, how GrantLink tracks manual and QuickBooks releases, and how to support each release with grant expenses.
Working with Your Accountant
Learn how GrantLink works alongside your accountant for GAAP-compliant restricted fund accounting.
Understanding Financial Dashboards
Learn how to read and interpret GrantLink's financial dashboards for better grant oversight.
Understanding Report Types
Choose between grant reports, program or funder reports, workbook reports, internal exports, and published web reports.
Generating Funder Reports
Create draft funder reports from explicit GrantLink scopes, review synced numbers, and publish only after approval.
Creating Reports with GrantLink Chat
Use AI to draft and revise reports from reviewed GrantLink data while keeping finance users in control of scope and numbers.
Reporting Cycles and Deadline Workflow
Configure reporting cadence, monitor generated due dates, create reports, and preserve submission evidence within current workflow boundaries.
Publishing Secure Funder Reports
Publish web reports safely by reviewing scope, synced numbers, privacy, and password controls before sharing.
Exporting Data to Excel and CSV
Export scoped GrantLink data through chat or use grant workbook templates for repeatable Excel reporting.
Exporting Data for Board Presentations
Learn how to export grant data and create professional presentations for board meetings.
How to Use the GrantLink AI Assistant
Get started with GrantLink's AI assistant for reporting, analysis, and grant management tasks.
Best Prompts for Grant Reporting
Discover effective prompts to generate accurate and useful grant reports with the AI assistant.
Understanding AI-Generated Summaries
Learn how to interpret, verify, and use AI-generated financial summaries and reports.
AI, Security, and Vendor Risk FAQ for Boards
Board- and vendor-review answers about GrantLink AI, QuickBooks permissions, data handling, exports, and lock-in.