--- title: GrantLink Help & Tutorials - GrantLink Knowledge Base description: Learn how to set up GrantLink and complete grant, allocation, reporting, and AI-assisted workflows. url: https://grantlink.app/kb/category/grantlink-tutorials --- # GrantLink Help & Tutorials Learn how to set up GrantLink and complete grant, allocation, reporting, and AI-assisted workflows. ## Articles - [Welcome to GrantLink](https://grantlink.app/kb/welcome-to-grantlink) - Learn what GrantLink does today: per-grant QuickBooks links, allocations, funding shares, reports, claims, templates, and audit history. - [Quick Start Guide](https://grantlink.app/kb/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](https://grantlink.app/kb/understanding-dashboard) - Learn how to read and use the GrantLink dashboard to monitor your grants at a glance. - [Inviting Team Members](https://grantlink.app/kb/inviting-team-members) - Learn how to add team members to your organization and manage their permissions. - [Adding Existing Grants and Budgets](https://grantlink.app/kb/importing-grant-data) - Add existing grants manually or from PDF award documents, link QuickBooks records, and import each approved budget workbook. - [Current Grant Detail Navigation](https://grantlink.app/kb/grant-detail-navigation-current) - Quick reference for current grant tabs, including Details, Budget, Income, Allocations, Releases, Funding Shares, Reports, and Activity. - [Connecting QuickBooks Online](https://grantlink.app/kb/connecting-quickbooks) - How to connect QuickBooks Online, confirm sync status, and keep writeback separate from read-only reporting. - [Understanding the Sync Process](https://grantlink.app/kb/understanding-sync) - Understand automatic and manual QuickBooks sync, what data GrantLink reads, and how sync differs from writeback. - [QuickBooks Connection and Sync Troubleshooting](https://grantlink.app/kb/quickbooks-connection-sync-troubleshooting-current) - Confirm connection health, refresh synced QBO data, check grant links, and diagnose missing transactions. - [Creating and Managing Grants](https://grantlink.app/kb/creating-managing-grants) - Add grants manually or from uploaded award documents, link their QuickBooks records, and manage the full grant workspace. - [Working with Funders](https://grantlink.app/kb/working-with-funders) - Manage funders separately from grants, import QBO customer funders, and preserve parent customer/sub-customer relationships. - [Setting Up Grant Budgets](https://grantlink.app/kb/setting-up-grant-budgets) - Learn how to create and manage grant budgets with categories that match funder requirements. - [Managing Multi-Year Grants](https://grantlink.app/kb/managing-multi-year-grants) - Learn strategies for tracking grants that span multiple fiscal years or budget periods. - [Tracking Grant Milestones and Deadlines](https://grantlink.app/kb/tracking-milestones-deadlines) - Track reporting-cycle deadlines in GrantLink and keep custom milestones and deliverables in an external team system. - [Grant Status Lifecycle](https://grantlink.app/kb/grant-status-lifecycle) - Quick reference for grant statuses and what actions are allowed at each stage. - [Managing Restricted Funds](https://grantlink.app/kb/managing-restricted-funds) - Learn how to track donor-restricted contributions throughout their lifecycle using GrantLink. - [Understanding Fund Receipts](https://grantlink.app/kb/understanding-fund-receipts) - Learn how GrantLink tracks recognized QuickBooks income and manual receipts recorded outside QuickBooks. - [Fund Receipt Deposit Matching Workflow](https://grantlink.app/kb/fund-receipt-deposit-matching-workflow) - Reconcile recognized QuickBooks income and manual outside-QuickBooks receipts without changing the source accounting record. - [Managing Multi-Donor Grants](https://grantlink.app/kb/managing-multi-donor-grants) - Learn how GrantLink handles grants with multiple donors contributing to the same restricted purpose. - [Allocating Transactions to Grants](https://grantlink.app/kb/allocating-transactions) - Use grant links for automatic allocation, then review exceptions, split shared costs, assign budget lines, and control QBO writeback. - [Reviewing and Correcting Grant Allocations](https://grantlink.app/kb/reviewing-approving-allocations) - Learn the current workflow for reviewing and correcting grant allocations, plus how to document any external approval control. - [Running Indirect Cost Calculations](https://grantlink.app/kb/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](https://grantlink.app/kb/using-restriction-releases-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](https://grantlink.app/kb/working-with-your-accountant) - Learn how GrantLink works alongside your accountant for GAAP-compliant restricted fund accounting. - [Understanding Financial Dashboards](https://grantlink.app/kb/understanding-financial-dashboards) - Learn how to read and interpret GrantLink's financial dashboards for better grant oversight. - [Understanding Report Types](https://grantlink.app/kb/understanding-report-types) - Choose between grant reports, program or funder reports, workbook reports, internal exports, and published web reports. - [Generating Funder Reports](https://grantlink.app/kb/generating-funder-reports) - Create draft funder reports from explicit GrantLink scopes, review synced numbers, and publish only after approval. - [Creating Reports with GrantLink Chat](https://grantlink.app/kb/using-ai-report-builder) - 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](https://grantlink.app/kb/reporting-cycles-deadline-workflow) - Configure reporting cadence, monitor generated due dates, create reports, and preserve submission evidence within current workflow boundaries. - [Publishing Secure Funder Reports](https://grantlink.app/kb/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](https://grantlink.app/kb/exporting-data-excel-csv) - Export scoped GrantLink data through chat or use grant workbook templates for repeatable Excel reporting. - [Exporting Data for Board Presentations](https://grantlink.app/kb/exporting-for-board) - Learn how to export grant data and create professional presentations for board meetings. - [How to Use the GrantLink AI Assistant](https://grantlink.app/kb/using-ai-assistant) - Get started with GrantLink's AI assistant for reporting, analysis, and grant management tasks. - [Best Prompts for Grant Reporting](https://grantlink.app/kb/best-prompts-grant-reporting) - Discover effective prompts to generate accurate and useful grant reports with the AI assistant. - [Understanding AI-Generated Summaries](https://grantlink.app/kb/understanding-ai-summaries) - Learn how to interpret, verify, and use AI-generated financial summaries and reports. - [AI, Security, and Vendor Risk FAQ for Boards](https://grantlink.app/kb/ai-security-vendor-risk-faq) - Board- and vendor-review answers about GrantLink AI, QuickBooks permissions, data handling, exports, and lock-in.