allocations
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6 articles
Quick Start Guide
Connect and verify QuickBooks, create or import a grant, configure matching links, build its budget, review allocations and income, and prepare a draft report.
GrantLink Help & TutorialsUnderstanding the Sync Process
Choose incremental, full, automatic, or complete-history QuickBooks refreshes and verify both sync results and downstream GrantLink allocations.
GrantLink Help & TutorialsAllocating Transactions to Grants
Use QuickBooks links for automatic allocation, review Ledger exceptions, and make exact GrantLink reporting assignments without changing the source transaction.
GrantLink Help & TutorialsSplitting a QuickBooks Transaction Across Multiple Grants
Find an existing QuickBooks expense in GrantLink, split it across eligible grants by amount or percentage, and verify the saved reporting allocations.
GrantLink Help & TutorialsThe Ledger Workflow
Review synced QuickBooks activity in Ledger, resolve eligible grant expenses, split and categorize reporting assignments, and verify exactly what stays local.
GrantLink Help & TutorialsPreparing and Tracking Reimbursement Claims
Build a local reimbursement-claim record from approved or posted grant allocations, track its lifecycle, and understand the current QuickBooks invoice boundary.
GrantLink Help & Tutorials