Welcome to GrantLink

GrantLink is a QuickBooks-connected grant management workspace for nonprofit finance teams and accountants. It reads the way your organization already tracks grants in QuickBooks Online, then gives you a cleaner place to manage grant budgets, allocations, funding shares, reports, claims, documents, and audit history.

What GrantLink does

GrantLink keeps QuickBooks as the accounting source of truth. After you connect QuickBooks, GrantLink syncs accounting data into the app so you can:

• map grants to QuickBooks Customers, sub-customers/jobs, Projects, Classes, or app-only tracking
• review synced ledger activity and allocate expenses to grants
• split shared costs across grants when needed
• track budget lines, fund receipts, deadlines, notes, documents, and activity
• manage match, cost share, in-kind share, program income, and other funding shares
• create draft funder reports from exact GrantLink scopes
• upload sponsor workbook templates for repeatable Excel reporting
• prepare reimbursement claims from approved allocations

QuickBooks source of truth

Before you start classifying or importing grants, open Settings > QuickBooks Permissions. Most teams should start in Read-only reporting mode. In that mode, GrantLink can sync, link, report, and analyze without changing QuickBooks.

If your workflow needs writeback, choose Selected writebacks and turn on only the specific actions you trust GrantLink to perform, such as transaction tag updates, journal entries, claim invoices, or approved custom-field updates.

Where to start

1. Connect QuickBooks from Settings > QuickBooks Sync.
2. Choose your source-of-truth mode in Settings > QuickBooks Permissions.
3. Configure how your grants are tracked in Settings > QuickBooks Mapping.
4. Import an existing QBO customer, sub-customer/job, project, or class from Grants > Import from QuickBooks, or create an app-only grant.
5. Open the grant and use the tabs for Overview, Allocations, Budget, Funding Shares, Details, Indirect Costs, Reports, and Activity.

GrantLink is most useful when it matches your real QuickBooks setup. If your organization uses parent customers, sub-customers, projects, classes, locations, or custom fields in a specific way, configure that first instead of forcing a generic grant structure.