Connecting QuickBooks Online

GrantLink integrates directly with QuickBooks Online to sync your financial data. This guide walks you through the connection process.

Before You Begin

Make sure you have:

• Admin access to your QuickBooks Online account
• A GrantLink account with admin privileges
• A stable internet connection

Connection Steps

1. Initiate the Connection

1. Log into GrantLink
2. Navigate to Settings
3. Click the Connect to QuickBooks button

2. Authorize GrantLink

You'll be redirected to Intuit's login page:

1. Enter your QuickBooks Online credentials
2. Select the company you want to connect (if you have multiple)
3. Review the permissions GrantLink is requesting
4. Click Connect to authorize

3. Wait for Initial Sync

After authorization, GrantLink will begin syncing your data:

• Chart of Accounts
• Classes
• Departments
• Customers
• Vendors
• Transactions (based on your sync history setting)

This initial sync typically takes 2-5 minutes depending on the amount of data.

What Data Does GrantLink Access?

GrantLink requests read access to:

• Accounts - Your chart of accounts for budget mapping
• Classes - For grant tracking (if configured)
• Departments - For program tracking (if configured)
• Transactions - Bills, expenses, purchases, and deposits
• Customers & Vendors - For funder and vendor information

We never modify your QuickBooks data without your explicit action.

Troubleshooting

Connection Failed

If the connection fails, try:

1. Clearing your browser cache
2. Using a different browser
3. Checking if QuickBooks is experiencing any outages

Sync Issues

If data isn't syncing properly:

1. Check your connection status in Settings
2. Try triggering a manual sync
3. Contact support if issues persist

Security

Your data security is our priority:

• We use OAuth 2.0 for secure authentication
• Access tokens are encrypted at rest
• We never store your QuickBooks password
• You can revoke access at any time from QuickBooks