setup
8 articles
Connecting QuickBooks Online
How to connect QuickBooks Online, confirm sync status, and keep writeback separate from read-only reporting.
QuickBooks IntegrationQuick Start Guide
Connect QuickBooks, choose read-only or selected writeback, configure mapping, import grants, and start reviewing allocations.
Getting StartedUnderstanding Classes in QuickBooks Online
Learn how QuickBooks Online Classes work and how GrantLink uses them to track grants and programs.
QuickBooks IntegrationInviting Team Members
Learn how to add team members to your organization and manage their permissions.
Getting StartedImporting Existing Grant Data
Learn how to import your existing grants from spreadsheets or other systems into GrantLink.
Getting StartedChart of Accounts Best Practices for Nonprofits
Set up your QuickBooks Online chart of accounts to work seamlessly with GrantLink and funder requirements.
QuickBooks IntegrationFund 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 IntegrationQuickBooks 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 Integration