Deferred Revenue setup in Products and Services

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:

1. Go back to the Revenue recognition tab under the Advanced accounting menu.
2. You'll see a drop-down list beside Manage settings, click on that and choose Assign product/services.
3. You can also click Manage templates to set up new deferred revenue schedule.
4. 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:

1. Use a private/incognito browsing session or restart your browser.
2. Clear your browser's cache.
3. Add Intuit as a trusted site.

For additional insights when tracking your income in QBO, you may want to check out these articles as well:

• Find The Missing Income And Expense Transactions In Your Profit And Loss Report
• Use Reports To Track Cash Flow In QuickBooks Online