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SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

QuickBooks Online Subscription

Need to Recognize Revenue in QuickBooks?

Your B2B subscription revenues deferred and need to be recognized?

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

You recognize revenue and you use QuickBooks©. You rely on Excel for managing revenue recognition. There has to be something better, right? There is!

Recognize Revenue in QuickBooks Easily


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

RevenueBooks™ provides integrated contract and revenue recognition management for QuickBooks. It's a complete and robust solution that can be implemented in hours and it is fully integrated with QuickBooks.

RevenueBooks™ is a comprehensive web-based, multi-user solution for QuickBooks revenue recognition and overall revenue and contract management. Built as a special version of SaaSOptics, Revenue Books includes a host of unique features and functions for the comprehensive management of recurring revenue. Revenue Books is fully integrated with QuickBooks, seamlessly passing customer, revenue, invoice and the journal entires needed to invoice customers, perform revenue recognition, and to create GAAP compliant income statements and balance sheets. Revenue Books goes further, providing a comprehensive tracking and reporting system for key recurring revenue and subscription metrics such as churn, renewal rate, lifecycle value, and countless other key performance metrics.

Revenue Books is fully integrated with QuickBooks


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

Through the free QuickBooks Web Connector application, Revenue Books recognizes 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.

Revenue Books is fast, easy, and affordable.

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