How GrantLink Integrates with QuickBooks Online
GrantLink layers powerful grant management directly on top of your existing QuickBooks Online account. No migration, no data entry duplication.
What GrantLink Does
Grant Budget Tracking
Track spending against each grant's budget in real-time. Monitor burn rates and get alerts before overspending.
Automatic Transaction Sync
Bills, expenses, and journal entries sync automatically from QuickBooks. No manual data entry required.
AI Funder Reports
Generate professional narrative and financial reports for funders using AI, powered by your real-time grant data.
How the Integration Works
Connect Your QuickBooks Account
Click "Connect to QuickBooks" and authorize GrantLink to access your QuickBooks Online data. This uses Intuit's secure OAuth 2.0 protocol - we never see your QuickBooks password.
Configure Your Mapping
Choose how grants map to QuickBooks entities. Most organizations use Customers/Jobs for grants and Classes for functional expenses. This is a one-time setup.
Transactions Sync Automatically
GrantLink syncs bills, purchases, journal entries, and deposits from QuickBooks. Changes are detected automatically using change data capture (CDC) for efficient, incremental updates.
Allocate Expenses to Grants
Review synced transactions and allocate them to grants. GrantLink can auto-match transactions based on QuickBooks class or customer assignments, or you can allocate manually.
Journal Entries Post Back
When allocations are approved, GrantLink posts journal entries back to QuickBooks to properly classify expenses against grants. Your QuickBooks stays accurate and audit-ready.
Security & Data Protection
OAuth 2.0 Security
We use Intuit's official OAuth 2.0 protocol. Your QuickBooks credentials are never shared with us.
Encrypted Tokens
Access tokens are encrypted at rest using AES-256-GCM encryption.
Disconnect Anytime
Revoke access from GrantLink or directly from QuickBooks at any time. Tokens are invalidated immediately.
Multi-Tenant Isolation
Each organization's data is completely isolated. Users can only access their own organization's data.
Why Nonprofits Choose GrantLink
Ready to Get Started?
Join nonprofits already using GrantLink to simplify their grant management. Connect your QuickBooks account in minutes.