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SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

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

QuickBooks Online Subscription

GAAP Revenue QuickBooks

Now made easy by RevenueBooks, complete revenue recognition for QuickBooks.

If your GAAP revenue reporting includes revenue recognition and you use QuickBooks©, you rely on xls.

You knew there had to be something better than Excel to manage your revenue and to produce solid GAAP financials.

GAAP Revenue Recognition Management for QuickBooks Made Easy

Revenue Books is the solution for GAAP revenue recognition for users of QuickBooks.

RevenueBooks™ provides integrated contract and revenue recognition management for QuickBooks, making it a snap to produce GAAP compliant income statements and balance sheets.

Revenue Books generates revenue schedules and makes it easy to manage revenue recognition. Revenue Books generates invoices and calculates deferred revenue and unbilled AR. Then, Revenue Books syncs all your Customer, Revenue Recognition, and Invoice data with QuickBooks, ensuring your financial reporting is in keeping with GAAP.

RevenueBooks is affordable and easy to implement, and, it’s fully integrated with QuickBooks. Whether you are just getting started with QuickBooks or you want to defer that big, expensive step up to another accounting system, let SaaSOptics and Revenue Books make your GAAP revenue reporting a snap.
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
Projects is a unique and powerful on-boarding and implementation management control function that makes it easy to manage your books while your customers are being on-boarded.

If on the date you receive an order you don’t know the exact dates of all the invoicing events, revenue events, or subscription term dates, management of financial records can get complicated. And the complication grows with order volume.

You need a control system. You need SaaSOptics Projects.

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

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 200
customers, and over $1.2 billion in annual subscription revenue and invoicing.
Cloud Financials  For QuickBooks
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678.710.8260

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