reporting
Guides that mention reporting. For broader discovery, browse the curated categories in the knowledge base.
8 articles
Quick 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 & TutorialsGrant Closeout Process: Complete Guide
Learn the steps to close a grant: final reports, financial reconciliation, property, record retention, and funder communication.
Grant Management & ComplianceQuickBooks 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 HelpFASB ASU 2016-14 Reporting in QuickBooks Online
FASB ASU 2016-14 changed how nonprofits present financial statements. Learn how to prepare the required statements and disclosures from QuickBooks Online data.
QuickBooks Online Nonprofit Accounting HelpTracking Grant Milestones and Deadlines
Track reporting-cycle deadlines in GrantLink and keep custom milestones and deliverables in an external team system.
GrantLink Help & TutorialsReporting Cycles and Deadline Workflow
Set up generated report deadlines, track due work, prepare funder templates or web reports, and keep submission records within GrantLink's current limits.
GrantLink Help & TutorialsExporting Data for Board Presentations
Export reviewed grant data from GrantLink and use it to build board meeting materials in your own presentation software.
GrantLink Help & TutorialsBest Prompts for Grant Reporting
Use prompt patterns that give GrantLink Chat the scope, dates, evidence, and output it needs to draft accurate grant reports.
GrantLink Help & Tutorials