Grant Management
February 5, 2026
1 min read
Fund Receipt Deposit Matching Workflow
Use exact and funder match suggestions to convert QBO deposits into tracked fund receipts.
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Fund Receipt Deposit Matching Workflow
Fund receipts are managed from the grant Overview tab.
Suggested Match Types
- Exact Match: deposit line matches the grant's mapped QBO entity
- Funder Match: deposit line or header matches the grant's funder
Recommended Process
- Open grant Overview
- Review Suggested from QuickBooks cards
- Link only the correct deposit lines
- Confirm amounts and notes before saving
Guardrails
- Linked lines cannot be linked twice
- Selected lines must match grant or funder rules
- Receipt history keeps a QBO link for audit traceability
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Related Topics
fund-receiptsquickbooksdeposits
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