quickbooks
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35 articles
Welcome to GrantLink
Learn how GrantLink uses synced QuickBooks Online activity for grant budgets, allocations, income tracking, reports, and claims, and when it can change QuickBooks.
GrantLink Help & TutorialsQuickBooks for Nonprofits: The Complete Setup Guide
Setting up QuickBooks Online for a nonprofit? Learn the nonprofit settings, chart of accounts, Classes, Locations, users, and grant tracking setup.
QuickBooks Online Nonprofit Accounting HelpHow to Track Grant Award, Cash, Revenue, Expenses, and Remaining Balance
Keep the award, promised funding, cash received, recognized revenue, grant spending, and remaining balances separate so dashboards and funder reports answer the right question.
Grant Management & ComplianceQuick Start Guide
Connect and verify QuickBooks, create a grant, link its QuickBooks records, 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 common setups, their limits, and when you need more.
QuickBooks Online Nonprofit Accounting HelpChart of Accounts Best Practices for Nonprofits
Set up a QuickBooks Online chart of accounts that supports organization-wide reporting, funder budget categories, and grant tracking in GrantLink.
QuickBooks Online Nonprofit Accounting HelpUnderstanding Classes in QuickBooks Online
Learn how QuickBooks Online Classes work, which plans include them, and how GrantLink can use a Class to match expenses to a grant.
QuickBooks Online Nonprofit Accounting HelpManaging Locations in QuickBooks Online
Learn how to use QuickBooks Online Locations, which you can relabel as Departments or Divisions, for program and site analysis with GrantLink.
QuickBooks Online Nonprofit Accounting HelpTracking Customers and Vendors for Grants
Learn how to set up QuickBooks Online Customers, Projects, and Vendors for funders, grants, and contractors, and how GrantLink uses them.
QuickBooks Online Nonprofit Accounting HelpConnecting QuickBooks Online
Connect the correct QuickBooks Online company, run the first sync, and check the company and copied data without changing QuickBooks.
GrantLink Help & TutorialsWorking with Journal Entries
Learn how QuickBooks Online journal entries for adjustments, corrections, and shared costs appear in GrantLink, and when to fix a grant allocation instead.
QuickBooks Online Nonprofit Accounting HelpUnderstanding the Sync Process
Choose between Sync now, a full sync, automatic syncing, and complete history import, and check both the sync result and the allocations that follow it.
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 limits, and the alternatives.
QuickBooks Online Nonprofit Accounting HelpQuickBooks Classes vs Customers for Grant Tracking
Deciding between Classes and Customers for grant tracking in QuickBooks Online? Compare both approaches, their plan limits, and when each one fits.
QuickBooks Online Nonprofit Accounting HelpQuickBooks Connection and Sync Troubleshooting
Check the QuickBooks connection, sync job, history window, source coding, grant links, allocations, and report scope in order to find why data is missing or wrong.
GrantLink Help & TutorialsQuickBooks Grant Budget Tracking and Budget vs Actual Reporting
Learn how nonprofit teams track grant budgets in QuickBooks Online, where budget vs actual reporting falls short, and how to prepare clearer funder updates.
QuickBooks Online Nonprofit Accounting HelpHow to Track Reimbursable Grants in QuickBooks
Set up a documented process from expense to claim for reimbursement grants, and keep spending, claims, cash receipts, and revenue separate.
QuickBooks Online Nonprofit Accounting HelpWhy Your Grant Report Doesn't Match QuickBooks
Find the cause of grant report differences step by step, 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 procedure for reconciling a funder workbook to grant allocations and the QuickBooks general ledger.
QuickBooks Online Nonprofit Accounting HelpUnderstanding Fund Receipts
Learn which QuickBooks income and which manual receipts for money received outside QuickBooks count in a grant's received total.
GrantLink Help & TutorialsReviewing and Reconciling Grant Income
Learn how GrantLink matches QuickBooks income to grants, reconcile each receipt to QuickBooks, and record money received outside QuickBooks without duplicates.
GrantLink Help & TutorialsSplitting a QuickBooks Transaction Across Multiple Grants
Find a synced QuickBooks expense in GrantLink, split it across eligible grants by amount or percentage, and check the saved grant allocations.
GrantLink Help & TutorialsGrant Management Software for QuickBooks: Compare Your Options
Compare QuickBooks alone, controlled spreadsheets, a post-award tool connected to QuickBooks, and replacement accounting systems for nonprofit grant management.
Grant Management & ComplianceGrantHub Alternative for QuickBooks Users (2026)
GrantHub shut down on January 31, 2026. Compare grant tracking options for nonprofits that use QuickBooks Online and choose the right fit.
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 lasting evidence, and keep agency duties separate from 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, a cumulative rollforward, a transaction-level tie-out, and a support package for the reviewer.
Grant Management & ComplianceFederal Cash Management and Drawdown Controls in QuickBooks Online
Control federal advances, reimbursements, and drawdowns with a worksheet for each award, a QuickBooks tie-out, a cash forecast, and a 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
Answers for board and vendor-risk reviews of GrantLink's AI features, QuickBooks permissions, data handling, service providers, exports, and deletion.
GrantLink Help & TutorialsQuickBooks Permissions and Current Writeback Availability
Set the organization's QuickBooks write policy and mapping, and learn which QuickBooks changes GrantLink can make today after a review and which are not available.
GrantLink Help & TutorialsThe Ledger Workflow
Review synced QuickBooks activity in Ledger, assign grant expenses, split and categorize them, fix problems, and check what changes in QuickBooks.
GrantLink Help & TutorialsPreparing and Tracking Reimbursement Claims
Build a reimbursement claim from approved grant allocations, track its status, and create the invoice in QuickBooks yourself while GrantLink invoice submission is unavailable.
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 & TutorialsMatch Payroll to QuickBooks
Match an imported payroll run to its QuickBooks expense lines without changing QuickBooks or counting the same cost twice.
GrantLink Help & Tutorials