How to Track Grant Expenses in QuickBooks (Tutorial)

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Grant tracking doesn’t have to feel like detective work—but if you skip it, your funder might turn into one.

One of the biggest challenges nonprofit leaders face is keeping track of where every grant dollar goes. Between compliance rules, reports, and audits, it’s easy to feel overwhelmed and unsure if you’re tracking things “the right way.”

That’s why, in today’s episode, I'll walk you through how to set up grant tracking in QuickBooks—so you can stay compliant, stress-free, and ready for your next funder report. You’ll learn exactly how to organize your grants, attach the right documents, and run reports that make your auditors and funders smile.

✨ Key Timestamps ✨
00:00 How to track grants in Quickbooks to stay compliant
00:30 Step 1: Set up each grant or funder as a customer or project in Quickbooks
01:35 Step 2: Use classes or tags in Quickbooks to categorize your grants
03:07 Step 3: Attaching your grant agreement in Quickbooks
04:35 Step 4: Run your reports in Quickbooks
05:44 Benefits of running grants reports
06:02 Final thoughts + next steps

Check out my previous video for QuickBooks Setup for Nonprofits (Chart of Accounts Edition):    • QuickBooks Setup for Nonprofits (Chart of ...  

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