Connecting QuickBooks Online

GrantLink connects to QuickBooks Online through Intuit OAuth. The connection lets GrantLink read accounting data into your GrantLink workspace so you can map grants, review transactions, allocate expenses, and report from synced data.

Before you connect

Make sure you have:

• access to the correct GrantLink organization
• QuickBooks admin permission for the company you want to connect
• agreement on whether GrantLink should be read-only or allowed to write selected changes back to QBO

Connect the company

1. Open Settings > QuickBooks Sync.
2. Click Connect QuickBooks Online.
3. Sign in to Intuit.
4. Choose the correct QuickBooks company.
5. Approve the connection.

After authorization, GrantLink shows the connection status, environment, company details, realm ID, last sync time, and sync controls.

What GrantLink syncs

GrantLink can sync QBO master data and transactions used for grant reporting, including accounts, classes, customers, departments/locations, projects when available, vendors, deposits, purchases, bills, expenses, and journal entries.

The exact usefulness of that data depends on your mapping. For example, if your grants are sub-customers/jobs under funders, GrantLink should be configured to use the customer/sub-customer pattern before you import grants.

GrantLink does not need to change QuickBooks

Connecting QuickBooks is not the same as enabling writeback. Use Settings > QuickBooks Permissions to keep GrantLink read-only or to allow only selected writes. In read-only mode, GrantLink can sync and link existing QBO data without changing QBO.

Troubleshooting

If data looks stale, open Settings > QuickBooks Sync, check the latest sync status, run Sync now, and confirm the transaction or QBO entity exists in QuickBooks. If the connection is expired or revoked, reconnect from the same page.