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Thanks for providing ample details about your concern when trying to set up products and services to deferred revenue, FThompson.
Allow me to share the steps on how to set up a new schedule and assign items to it. Here's how:
- Go back to the Revenue recognition tab under the Advanced accounting menu.
- You'll see a drop-down list beside Manage settings, click on that and choose Assign product/services.
- You can also click Manage templates to set up new deferred revenue schedule.
- Click Assign template to products/services.
If you are unable to locate the options, a possible browser and other technical issues are preventing certain features and buttons from appearing on the program.
To resolve some of the most common browser issues when using QBO, allow me to guide you through additional steps. Here's how:
- Use a private/incognito browsing session or restart your browser.
- Clear your browser's cache.
- Add Intuit as a trusted site.
Feel free to check out these articles for additional guidance when tracking income in QBO:
- Find The Missing Income And Expense Transactions In Your Profit And Loss Report
- Use Reports To Track Cash Flow In QuickBooks Online
Please don't hesitate to reach out if you need any help when using the deferred revenue feature or any other functions in QBO. We're readily available to offer our assistance whenever you need it.
