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SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

QuickBooks Subscription Management

Subscription Management for QuickBooks

Complete Financial Subscription Management for B2B Businesses

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

You have subscriptions. You use Quickbooks. You rely on spreadsheets.

One day, you will have a unified, seamless CRM, subscription management, and financial management system. Until then, there is Revenue Books, Contract & Subscription Management for QuickBooks.

Welcome to Revenue Books, Subscription Management for QuickBooks


What is Revenue Books?

RevenueBooks™ provides integrated subscription management for QuickBooks. RevenueBooks™ is a comprehensive web-based, multi-user solution for QuickBooks revenue recognition and overall revenue and subscription management. Built as a special version of SaaSOptics, Revenue Books includes a host of unique features and functions for the comprehensive subscription management for recurring revenue businesses. 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 provides everything you need for subscription management, including revenue rec, billing terms, renewal terms, copies of digital contracts, metrics reporting, financial reporting, renewal management, and of course, invoicing.

Revenue Books is easy-to-use and can be implemented in hours.

Comprehensive Subscription Management - How does it Work?


Revenue Books provides a complete solution for Subscription Management for users of Quickbooks.

Revenue Books holds your subscription information, including contract elements for subscriptions, licenses, maintenance agreements, usage fees, pro services or any other elements. Using the over two dozen revenue recognition templates or the manual override, Revenue Books generates revenue schedules for each term contract element, including subscriptions and one-time items. And, Revenue Books generates one-time, annual, monthly, quarterly or one-off invoices for each contract element. With all the required revenue recognition schedules and invoices, Revenue Books 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.

Revenue Books also syncs revenue-related information with QuickBooks, including revenue rec and invoices. Customers and invoices created in Revenue Books are synced down to Quickbooks. Customers and invoices created or modified in QuickBooks are synced up to Revenue Books. 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.

You get all this 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
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678.710.8260

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