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The B2B Subscription Manager

QuickBooks Deferred Revenue Spreadsheet

Got a Deferred Revenue Spreadsheet? Rev Up Your QuickBooks!

You knew there had to be something better than a spreadsheet. There is!

Close quickly, speed through audits, ensure accuracy with fast and accurate GAAP revenue reporting.

Revenue Schedules

Contract Audit

You are here because your deferred revenue spreadsheet is getting unmanageable and you knew there had to be something better. You are right.

86 the Deferred Revenue Spreadsheet

RevenueBooks™ is a complete replacement for your deferred revenue spreadsheet. A cloud-based, secure, multi-user solution, RevenueBooks provides complete and comprehensive revenue management and contract management and is fully integrated with QuickBooks.

Using one on dozens of revenue recognition templates, Revenue Books automatically generates revenue schedules for your term, maintenance or other deferred revenue generating contract transactions. And because it also generates invoices, Revenue Books automatically calculates both deferred revenue and unbilled AR for you.

Then, Revenue Books syncs all your Customer, Revenue, and Invoice data with QuickBooks. It records recognized revenue in your selected QuickBooks income accounts and debits and credits your selected deferred revenue and unbilled AR balance sheet accounts. Journal entries are generated for you at either summary or detailed levels, and can be done by various income classes and categories.

Revenue Books is fast, easy, extremely affordable, and fully integrated with your desktop version of QuickBooks (Pro, Premier, and Enterprise). Whether you are just getting started with QuickBooks or you want to defer that big, expensive step up to another accounting system, RevenueBooks makes your deferred revenue management a breeze.
QuickBooks Deferred Revenue

“This is the single best investment we've made for the business in 5 years.”

QuickBooks Revenue Recognition

“SaaSOptics has pulled SaaS revenue recognition out of the dark ages!”

QuickBooks Subscription Billing

“With RevenueBooks, invoice entry time was reduced by by 75%.”

Remove risk, improve company valuation, speed through audits, and always be prepared for board meetings, investments, and m&a!

• Easy GAAP-compliant subscription revenue recognition
• Best practices daily computation and 25 other methods
• Close dates, with close period revenue catch-up
• Support for professional services rev rec
• Revenue allocation
• Milestone triggered revenue recognition
Robust invoicing & payment functions for maximum efficiency and improved cash flow:

• Annual, quarterly, monthly, ad hoc, and 18 other invoicing options
• Milestone triggered invoicing
• Complete syncing with QuickBooks
• Email invoices from SaaSOptics
or from QuickBooks
• Support for bundled Items and sales tax
• ACH and card payments through Intuit or Stripe
As if subscription invoicing and revenue recognition weren’t complex enough, you also need all kinds of unique analytics to run a subscription business:

• MRR Momentum™ for MRR and ARR reporting
• Customer Lifetime Value
• Cohort Reports
• Renewal Rates and Churn
• Bookings
• Revenue and cash projections
In B2B, it’s not about recurring credit card payments. It’s about land-and-expand, managing renewals, and sometimes complex negotiated contracts:

  • Never miss a renewal or invoice
  • Extend, upgrade, and early terminate
  • View upcoming expirations and invoices
  • Sync subscriptions to Salesforce for renewal management

SaaSOptics delivers the most comprehensive and accurate subscriptions metrics in the market.

Let’s Get Started

SaaSOptics is the only purpose-built 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 450
customers, and over $3 billion in annual subscription revenue and invoicing.
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