Working with Funders

Funders are the organizations or people providing restricted funding. In GrantLink, funders are managed separately from grants so one funder can support multiple grants.

Create a funder

1. Open Funders.
2. Click Add Funder.
3. Enter the funder name, type, contact details, website, default reporting cadence, and default indirect rate if useful.
4. Save the record.

Import funders from QuickBooks

If funders are represented as QuickBooks Customers, use Funders > Import from QuickBooks to create funder records from synced QBO customers.

This is separate from grant import. Many nonprofits use a parent Customer as the funder and a sub-customer/job or Project as the grant. In that workflow, import or create the funder first, then import the grant while preserving the parent relationship.

Link funders to QuickBooks

Linking a funder to a QBO Customer helps GrantLink recognize deposits and fund receipt candidates. It does not, by itself, authorize GrantLink to create or update QBO customers. Those writebacks are controlled in Settings > QuickBooks Permissions.

Best practices

• Use the funder's legal or common reporting name.
• Keep contact details current for report follow-up.
• Use default cadence and indirect settings only when they are consistently true for that funder.
• Avoid duplicating the same QBO Customer as both a funder and a grant unless your QuickBooks hierarchy intentionally uses parent/sub-customer records.