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SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

QuickBooks Online Subscription

Maintenance Contracts QuickBooks

Complete Financial Management for B2B Subscription Businesses

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

You have maintenance contracts, which means you need a maintenance contract renewal process. You might use a spreadsheet or a Quickbooks custom field, memorized report, or the job end date to help you know when a maintenance contract renewal is up, but you are here because in the end, Quickbooks neither understands the contract nor the renewal. Spreadsheets aren't much better.

Complete Maintenance Contract Renewal Management for Quickbooks


Revenue Books is a web-based SaaS solution for complete Contract & Revenue Management.

Revenue Books provides everything you need for term and maintenance contract management, including revenue rec, invoicing, reporting, and renewal management. Revenue Books syncs it all seamlessly with your desktop Quickbooks! It is all so easy, so fast, and so affordable. With the Revenue Books solution, you get complete contract and renewal management for QuickBooks, with:

  • Renewal Alerts & Reporting
  • Contract Element Tracking
  • Contract Storage and Reporting
  • Automatic Revenue Schedule Generation
  • Automatic Invoicing Schedule Generation
  • Complete Synchronization with QuickBooks
  • Deferred Revenue Calculations
  • Unbilled AR Calculations
  • Automatic Rev Rec Journal Entires
  • Limitless Churn, Renewal, and MRR reports

You get all this and plenty of additional contract management tools and capabilities at Quickbooks like pricing. Revenue Books is fast, easy and quick to implement.
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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