678.710.8260

“twitter”
“lfacebook”
“linkedin”
SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

Revenue Management for QuickBooks

Revenue Management for QuickBooks

Complete Financial & Revenue Management for B2B Subscription Businesses

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

Revenue Management and QuickBooks has always meant complex and error prone spreadsheets.

So you are here, looking for a better revenue management solution to work hand-in-hand with QuickBooks.

Congratulations. You found it - you found RevenueBooks™, 'Revenue Management for Quickbooks'

Revenue Management for QuickBooks - Everything you need!


RevenueBooks™ is a comprehensive web-based, multi-user solution for QuickBooks for complete Contract & Revenue Management. Built as a special version of SaaSOptics, Revenue Books includes a host of unique features and functions for the comprehensive revenue management for businesses with recurring revenue or rev rec issues. 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 revenue management and subscription metrics such as churn, renewal rate, lifecycle value, and countless other key performance metrics.

Revenue Books holds your contract information, including contract elements. A Revenue Recognition schedule is generated for each contract element. Twenty-five revenue recognition templates are available, as well as the manual revenue schedule option.

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

  • Contract Management
  • Renewal Management
  • Automatic Revenue Schedules
  • Automatic Invoicing Schedules
  • Complete Synchronization with QuickBooks
  • Deferred Revenue Calculations
  • Unbilled AR Calculations
  • Automatic Rev Rec Journal Entires

And a whole lot more 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
Copyright © 2009- 2016 SaaSOptics, LLC All Rights Reserved. Legal. Sitemap. Privacy.

678.710.8260

“twitter”
“linkedin”
“linkedin”