Quick Start Guide

Follow these steps to set up GrantLink and start managing your grants effectively.

Step 1: Connect QuickBooks Online

1. From your dashboard, click Settings in the sidebar
2. Select QuickBooks Integration
3. Click Connect to QuickBooks
4. Log in with your QuickBooks credentials and authorize GrantLink
5. Wait for the initial sync to complete (usually 2-5 minutes)

Step 2: Configure Your Mapping

Before creating grants, you'll need to configure how GrantLink maps to your QuickBooks data:

1. Go to Settings > QBO Mapping
2. Choose how grants should be tracked (Classes, Customers, or Projects)
3. Choose how programs should be tracked (Classes or Departments)
4. Save your configuration

Important: This configuration is locked after you create your first grant, so choose carefully!

Step 3: Create Your First Funder

1. Navigate to Funders in the sidebar
2. Click Add Funder
3. Enter the funder's details (name, type, contact information)
4. Click Save

Step 4: Create Your First Grant

1. Navigate to Grants in the sidebar
2. Click Add Grant
3. Select the funder from Step 3
4. Enter grant details (name, award amount, period)
5. Set up the budget categories and amounts
6. Click Save

Step 5: Start Allocating Expenses

1. Go to Todos to see unallocated transactions
2. Click on a transaction to view details
3. Click Allocate and select the grant
4. Confirm the allocation

Next Steps

• Set up automatic allocation rules
• Learn about indirect cost tracking
• Generate your first funder report

Congratulations! You're now ready to use GrantLink to manage your grants.