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SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

Salesforce Integration

Intake Orders from Salesforce, Output Complete Subscription & Financial Records to Salesforce

Work with existing Accounts, Opportunities & Products.
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Closed-Won Opportunities sync to SaaSOptics as Orders.
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Automatically generate all the records, or walk through step-by-step.

Let’s go step-by-step.

New Customers are created for new Orders. Renewals & add-ons flow into existing Customers.
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Revenue & Invoice schedules are generated from configurable settings.

SaaSOptics adds MRR/ARR, Billing Periods, and more.
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Invoices and payments sync with QuickBooks.

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Complete finance-approved records are synced to Salesforce.
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Your Sales & Support team has everything in Salesforce:

  • Subscription Dates
  • Invoices
  • Payments
  • Revenues
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1Way Salesforce Connector

No package installation is required.
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The 1Way connector sends information from Salesforce into SaaSOptics. The Salesforce integration is plug-and-play, but also configurable so you can configure the mappings yourself with your browser, selecting from standard and custom fields from the following Salesforce objects: Account, Opportunity, Opportunity Line Item, and PriceBooks .

Flow Closed Won Opportunities into the Order Queue
Save time when closed opportunities become Orders in your SaaSOptics Order queue, freeing you having to rekey information. From the Order queue, quickly turn orders into actual Customer, Contract, Subscription, Revenue and Invoice records, with information then flowing to QuickBooks.
Flow Account Information
Configure Account information in Salesforce to flow into SaaSOptics, enabling deeper and richer subscription analysis. And, enable Salesforce users to update Customer billing address in Salesforce with information flowing to SaaSOptics and also to QuickBooks.

2Way Salesforce Connector

Package installation is required.
The 2Way Connector includes both the 1Way Connector and a Managed Package that you install into your Salesforce account into which SaaSOptics syncs Contract, Transaction, Revenue, Invoice and Payment information.

In Salesforce, your sales and support team can view current and past subscription history, know what is coming up for renewal, and review Invoice information, including the Invoice balance and payment synced from QuickBooks to SaaSOptics and passed up to Salesforce.
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The SaaSOptics 2Way Managed Package install objects that hold the contract, subscription, revenues, MRR/ARR, invoicing, and payment information.

SaaSOptics custom fields can be viewed in the Account view and all fields are also available for standard Salesforce reporting and dashboards.

Let’s Get Started

SaaSOptics is the only dedicated B2B SaaS Subscription Financial Operating Platform, built from the ground up to meet the needs of B2B subscription businesses from ear;y stage to mature.

Now serving over 300
customers, and over $2 billion in annual subscription revenue and invoicing.
Cloud Financials  For QuickBooks
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678.710.8260

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