setup
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8 articles
QuickBooks 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 HelpQuick 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 HelpInviting Team Members
Learn how to add team members to your organization and manage their permissions.
GrantLink Help & TutorialsAdding Existing Grants and Budgets
Add existing grants manually, from PDF award documents, or one at a time from synced QuickBooks tracking entities.
GrantLink Help & TutorialsConnecting QuickBooks Online
Connect the correct QuickBooks Online company, run the first sync, and verify the company and imported data without changing QuickBooks.
GrantLink Help & Tutorials