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Revenue recognition schedule
Export your QuickBooks invoices with contract service periods. Mammoth spreads each annual contract’s revenue evenly over its service months and builds the schedule.
Someone typed
“spread each annual contract's revenue evenly over its service months to build the recognition schedule”
The agent read it as
Spread each annual contract's revenue evenly over its service months to build the recognition schedule from QuickBooks invoices with contract service periods.
What the agent built
1 step, each one an ordinary Mammoth step you can open and change.
File
QuickBooks invoices with contract service periods
CSV export · 12 rows
Step
Spread revenue over service months
Step 1
Result
Revenue Recognition Schedule
143 rows
Schedule
Runs when you say
Proposed
- FileQuickBooks invoices with contract service periodsCSV export · 12 rows
- StepSpread revenue over service monthsStep 1
- ResultRevenue Recognition Schedule143 rows
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 143 rows came out.
- Download QuickBooks invoices with contract service periods sample (12 rows)QuickBooks Online: Reports > Sales by Customer Detail > Customize > Rows/Columns > add Service Start and Service End custom fields > Export to Excel
What you get back
The result of that run, the rows to look at first.
Revenue Recognition ScheduleSample data143 rows
| Customer | Product/Service | Invoice number | Service month | Recognized revenue | Contract revenue | Service start | Service end |
|---|---|---|---|---|---|---|---|
| Asterly Labs | Annual Support Plan | 5018 | 2025-12-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-01-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-02-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-03-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-04-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-05-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-06-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-07-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-08-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-09-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-10-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
| Asterly Labs | Annual Support Plan | 5018 | 2026-11-03 | 1,000 | 12,000 | 2025-12-03 | 2026-12-02 |
How do you build a revenue recognition schedule from QuickBooks invoices?
Export your QuickBooks invoices with the contract service period on each row. Mammoth spreads each annual contract’s revenue evenly across its service months, then creates the monthly recognition schedule from those rows.
How it works
How to use the Revenue Recognition Schedule workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Revenue Recognition Schedule: questions
What export should you use?
Use a spreadsheet export of your invoices with the fields needed for the service period and contract amount. Each row should describe one invoice or contract.
What happens to rows that do not match the rules?
Rows that do not match are left out of the result or flagged for review, depending on the workflow. You can then fix the source file and run it again.
How do you change the rules?
Change the rules in plain words, such as how to split revenue, which dates to use, or which rows to include. Then rerun the workflow on the updated export.
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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