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SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

QuickBooks  Subscription Invoicing

Subscription Invoicing for QuickBooks

Complete Subscription Invoicing & Payment Management for QuickBooks

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

You have subscriptions. You use Quickbooks. If every customer was invoiced in advance, this would be easy. But they aren't and it's not. You rely on spreadsheets and memorized reports to help managing your invoicing.

One day, you will have a unified, seamless financial management system that handles invoices perfectly.

For now, the solution is Revenue Books, Contract & Subscription Management for QuickBooks. Easy, affordable Subscription Invoiing solution for Quickbooks.

Welcome to Revenue Books, Subscription Invoicng for QuickBooks


What is Revenue Books? Very simply it is an optional connection module that synchronizes your QuickBooks data with SaaS Optics, a web-based Contract & Subscription Management Solution.

Comprehensive Subscription Invoicing - How does it Work?


Revenue Books together with SaaS Optics provides a complete solution for Subscription Invoicing for Quickbooks.

SaaS Optics manages your invoice generation, revenue schedules, and revenue management. SaaS Optics generates revenue schedules for each term contract element, including subscriptions and one-time items. SaaS Optics also generates one-time, annual, monthly, quarterly or one-off invoices for each contract element. With all the required revenue recognition schedules and invoices, SaaS Optics then calculates all important revenue recognition information, including deferred revenue and unbilled AR balances and period-to-period changes. Fast and simple reporting makes it easy to see revenue by customer, contract, or in aggregate. You can even report and view by different business units, divisions, or currencies.

  • Automatic Invoicing Schedules
  • Complete Billing Profile
  • Digital Contract Storage
  • Renewal Alerts & Reports
  • Contract Element Tracking
  • Automatic Revenue Schedules
  • Complete Synchronization with QuickBooks
  • Deferred Revenue Calculations
  • Unbilled AR Calculations
  • Automatic Rev Rec Journal Entires
  • Limitless metrics reporting for Churn, Renewal, MRR and more

Revenue Books, the SaaS Optics-to-QuickBooks connector, syncs revenue-related information between SaaS Optics and QuickBooks, including revenue rec and invoices. Customers and invoices created in SaaSOptics are synced down to Quickbooks. Customers and invoices created or modified in QuickBooks are synced up to SaaS Optics. 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.

Make subscription invoicing as easy as Quickbooks. Get the power and functionality of a high-end accounting system at QuickBooks prices with RevenueBooks!
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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