quickbooks
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34 articles
Welcome to GrantLink
Learn how GrantLink turns synced QuickBooks activity into grant budgets, allocations, income tracking, reports, claims, and review workflows without changing QuickBooks.
GrantLink Help & TutorialsQuickBooks for Nonprofits: The Complete Setup Guide
Setting up QuickBooks Online for a nonprofit? This comprehensive guide covers everything from chart of accounts to grant tracking setup.
QuickBooks Online Nonprofit Accounting HelpHow to Track Grant Award, Cash, Revenue, Expenses, and Remaining Balance
Separate award, pledged funding, cash receipts, recognized revenue, grant spend, and remaining balances so dashboards and funder reports answer the right question.
Grant Management & ComplianceQuick 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 & TutorialsFund Accounting in QuickBooks Online: Complete Guide
QuickBooks Online can approximate fund accounting with the right setup. Learn the workarounds, limitations, and when you need more.
QuickBooks Online Nonprofit Accounting HelpChart of Accounts Best Practices for Nonprofits
Set up your QuickBooks Online chart of accounts to work seamlessly with GrantLink and funder requirements.
QuickBooks Online Nonprofit Accounting HelpUnderstanding Classes in QuickBooks Online
Learn how QuickBooks Online Classes work and how GrantLink uses them to track grants and programs.
QuickBooks Online Nonprofit Accounting HelpManaging Locations in QuickBooks Online
Learn how to use QuickBooks Online Locations for program and organizational analysis with GrantLink.
QuickBooks Online Nonprofit Accounting HelpTracking Customers and Vendors for Grants
Learn how QuickBooks Customers and Vendors integrate with GrantLink for funder and contractor tracking.
QuickBooks Online Nonprofit Accounting HelpConnecting QuickBooks Online
Connect the correct QuickBooks Online company, run the first sync, and verify the company and imported data without changing QuickBooks.
GrantLink Help & TutorialsWorking with Journal Entries
Learn how journal entries in QuickBooks Online work with GrantLink for adjustments and corrections.
QuickBooks Online Nonprofit Accounting HelpUnderstanding the Sync Process
Choose incremental, full, automatic, or complete-history QuickBooks refreshes and verify both sync results and downstream GrantLink allocations.
GrantLink Help & TutorialsHow to Track Restricted Funds in QuickBooks Online
QuickBooks Online wasn't designed for fund accounting. Learn the workarounds nonprofits use to track restricted funds, their limitations, and better alternatives.
QuickBooks Online Nonprofit Accounting HelpQuickBooks Classes vs Customers for Grant Tracking
Deciding between Classes and Customers for grant tracking in QuickBooks Online? This guide compares both approaches to help you choose the right one.
QuickBooks Online Nonprofit Accounting HelpQuickBooks Connection and Sync Troubleshooting
Diagnose QuickBooks connection, sync, history coverage, source coding, grant links, allocations, and report scope in the correct order.
GrantLink Help & TutorialsQuickBooks Grant Budget Tracking and Budget vs Actual Reporting
Learn how nonprofit teams handle QuickBooks grant budget tracking, where budget-vs-actual reporting breaks down, and how to deliver cleaner funder updates.
QuickBooks Online Nonprofit Accounting HelpHow to Track Reimbursable Grants in QuickBooks
Build a defensible expense-to-claim workflow for reimbursement grants without confusing spend, billed amounts, cash receipts, and revenue.
QuickBooks Online Nonprofit Accounting HelpWhy Your Grant Report Doesn't Match QuickBooks
Diagnose grant-report differences systematically across scope, dates, mappings, allocations, reversals, and revenue—without forcing a plug entry.
QuickBooks Online Nonprofit Accounting HelpHow to Reconcile a Grant Report to the QuickBooks General Ledger
A repeatable, transaction-level reconciliation procedure from funder workbook to grant allocation detail and the QuickBooks general ledger.
QuickBooks Online Nonprofit Accounting HelpUnderstanding Fund Receipts
Understand exactly which QuickBooks income and manual outside-QuickBooks records appear in a grant's Income totals.
GrantLink Help & TutorialsReviewing and Reconciling Grant Income
Review exact QuickBooks income recognition, reconcile source lines, and record truly outside-QuickBooks receipts without creating duplicates.
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 & TutorialsBest Grant Management Software That Works With QuickBooks (2026)
Compare grant management software that works with QuickBooks Online for budget tracking, restricted funds, allocations, and funder reporting.
Grant Management & ComplianceGrantHub Alternative for QuickBooks Users (2026)
With GrantHub sunsetting, QuickBooks users need alternatives for grant tracking. Compare your options and find the right fit for your nonprofit.
Grant Management & ComplianceUnderstanding and Using Restriction Releases in GrantLink
Learn what restriction releases are, how GrantLink tracks manual and QuickBooks releases, and how to support each release with grant expenses.
GrantLink Help & TutorialsFederal Award Intake and Compliance Matrix for Nonprofits
Turn a Federal award package into assigned controls, deadlines, QuickBooks tracking, and durable evidence without confusing agency duties with recipient duties.
Grant Management & ComplianceHow to Prepare and Reconcile the SF-425 from QuickBooks Online
Prepare an SF-425 from QuickBooks Online with an award-specific mapping, cumulative rollforward, transaction-level tie-out, and reviewer-ready support package.
Grant Management & ComplianceFederal Cash Management and Drawdown Controls in QuickBooks Online
Control federal advances, reimbursements, and drawdowns with an award-specific worksheet, QuickBooks tie-out, cash forecast, and four-way reconciliation.
Grant Management & ComplianceFederal Budget Revisions and Prior Approval
Identify Federal award changes that need prior written approval, control budget versions, and recover when work or spending changes too soon.
Grant Management & ComplianceAI, Security, and Vendor Risk FAQ for Boards
Code-verified guidance for reviewing GrantLink AI access, QuickBooks permissions, data handling, exports, deletion boundaries, and vendor-risk evidence.
GrantLink Help & TutorialsQuickBooks Permissions and Current Writeback Availability
Configure QuickBooks mapping and organization writeback policy without confusing visible permission choices with currently available QuickBooks company-data writes.
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 & TutorialsTracking Funding Shares and Match Requirements
Configure funding-share rules, record match requirements and local contributions, review evidence, and reconcile counted amounts to grant and QuickBooks activity.
GrantLink Help & Tutorials