Creating and Managing Grants

In GrantLink, a grant is the workspace where you manage award details, budgets, allocations, fund receipts, funding shares, documents, reports, and activity history.

Create a grant from QuickBooks

If your grant already exists in QuickBooks, prefer Grants > Import from QuickBooks.

The import screen follows your QuickBooks Mapping and can list customers, sub-customers/jobs, projects, or classes. Select a candidate to preview matched QBO activity, including expense count, total amount, date range, top vendors, top accounts, and top classes.

Use this preview to confirm you are linking the right QBO entity before creating the GrantLink grant.

Create an app-only grant

Use Grants > Add Grant when the grant is not already represented in QBO or when you want to track a prospective/applied grant before it is awarded.

Important fields include:

• grant name, number, and internal code
• status, such as prospect, applied, awarded, active, closeout, closed, declined, or withdrawn
• period start and end dates
• award amount
• funder and programs
• indirect cost rate or cap
• reporting cadence and due-date offsets

Grant tabs

Open a grant to manage:

• Overview: summary cards, burndown, status timeline, and fund receipts
• Allocations: QBO-backed expense allocations and funding share fields
• Budget: grant budget lines and spending
• Funding Shares: match, cost share, in-kind, program income, and other share requirements
• Details: grant metadata, notes, documents, report password, workbook templates, QBO link, and programs
• Indirect Costs: calculate and review indirect cost runs
• Reports: create draft reports and review published/draft reports
• Activity: audit trail of grant changes