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SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

QuickBooks Online Subscription

Manage Maintenance Revenue in QuickBooks

You manage maintenance revenue in a spreadsheet because Quickbooks can't, right? Wrong!

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

You have maintenance revenue. So, you manage maintenance revenue in a spreadsheet because Quickbooks can't. Quickbooks doesn't handle revenue recognition and Quickbooks doesn't understand a "contract."

Maintenance Revenue in QuickBooks Easily


Revenue Books is the affordable, easy-to-use solution that makes it fast, easy, and efficient to manage maintenance revenue in Quickbooks.

RevenueBooks™ provides integrated contract and maintenance revenue management for QuickBooks. It's fully integrated with QuickBooks and provides everything you need to ensure you account for and document your maintenance revenue properly.

RevenueBooks is a web-based finance and metrics management solution for subscription businesses. Revenue Books generates revenue schedules and automatically recognizes revenue from the revenue schedules it builds for the maintenance contracts you add.

Revenue Books is fully integrated with QuickBooks


Revenue Books syncs your customer, invoice, journal entries and your recognized maintenance revenue with your desktop QuickBooks.

Through the free QuickBooks Web Connector application, Revenue Books recognizes your maintenance revenue in your selected QuickBooks Income accounts, and your selected deferred revenue balance sheet accounts are debited automatically via journal entires that are sent to QuickBooks via the free, integrated Intuit QuickBooks Web Connector.

Revenue Books is super affordable and easy to implement and use.

Whether you are just getting started with QuickBooks or you want to defer that big, expensive step up to another accounting system for managing maintenance revenue, let Revenue Books make your revenue recognition a snap.

Revenue Books provides everything you need for maintenance revenue management:

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

And all at a price you can easily afford!
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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