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SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

QuickBooks Software Revenue Recognition

Software Revenue Recognition for QuickBooks

Complete software revenue recognition for QuickBooks for your B2B SaaS or Subscription Business

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

QuickBooks fits you well for so many reasons, including the low cost of ownership. But for a software company with revenue recognition, QuickBooks provides few answers.

You turn to a spreadsheet to manage the revenue recognition related to your software licenses, subscriptions and maintenance agreements.

You find yourself reading this because there has to be a better way, right?

Software Revenue Recognition Management for Quickbooks Made Easy


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

RevenueBooks™ provides comprehensive and integrated contract & revenue recognition management for QuickBooks. It's easy-to-use, robust, and fully integrated with QuickBooks.

How Does our Software Revenue Recognition Work with QuickBooks?


RevenueBooks holds your software contract information, including contract elements for subscriptions, licenses, and maintenance agreements. Using one of over two dozen revenue recognition templates or the manual override, revenue schedules are generated for each contract element. Revenue Books also generates onetime, annual, monthly, quarterly or one-off invoices for each element. With all the required revenue recognition schedules and invoices, Revenue Books automatically calculates your revenue recognition, deferred revenue, and unbilled AR.

Then using the free Intuit Quickbooks Web Connector that comes with your Quickbooks, RevenueBooks™ syncs everything with QuickBooks. Customers and invoices created in Revenue Books are sent to Quickbooks. Customers and invoices created or modified in QuickBooks are pulled back. Revenue Books also sends journal adjustments to record recognized revenue in the appropriate QuickBooks income accounts, while making debits and credits to the appropriate deferred revenue and unbilled AR balance sheet accounts.

RevenueBooks is easy-to-use and extremely affordable. 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 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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