setup
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8 articles
QuickBooks 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 HelpQuick 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 HelpInviting Team Members
Invite people to your GrantLink organization, choose the Admin, Member, or Viewer role, and change or remove their access.
GrantLink Help & TutorialsAdding Existing Grants and Budgets
Review QuickBooks grant proposals during first-time setup, or add grants by hand or from PDF award documents, then check their links, budgets, and historical allocations.
GrantLink Help & TutorialsConnecting QuickBooks Online
Connect the correct QuickBooks Online company, run the first sync, and check the company and copied data without changing QuickBooks.
GrantLink Help & Tutorials