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SaaSOptics for QuickBooks
The B2B Subscription Manager
678.710.8260

QuickBooks Term Agreements Subscription

Term Agreements QuickBooks

Complete Term Agreement Management for QuickBooks - Subscription, Maintenance, and other Term Contracts

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

You have term agreements, which means you have revenue recognition needs and you need a system to help with renewals. You might rely on SFDC or a spreadsheet for some of the work. And, you might use a Quickbooks custom field, memorized report, or the job end date to help you know when an agreement is up for renewal, but you are here because in the end, neither Quickbooks nor the spreadsheet really does and adequate job of helping you manage your term agreements.

Total Term Agreement Renewal Management for Quickbooks


Revenue Books is a complete and integrated solution for Term Agreement & Revenue Management for users of Quickbooks.

Revenue Books holds your SaaS revenue and agreement information, including contract elements for term 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. Revenue Books generates one-time, annual, monthly, quarterly or one-off invoices for each term agreement 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.

Then, RevenueBooks™ syncs revenue-related information with QuickBooks. Customers and invoices created in Revenue Books are sent down to Quickbooks. Customers and invoices created or modified in QuickBooks are sent 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.

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

  • Term Contract - Digital Contract Storage
  • Renewal Alerts & Reports
  • Term Contract Element Tracking
  • Automatic Revenue Schedules
  • Automatic Invoicing Schedules
  • Complete Synchronization with QuickBooks
  • Deferred Revenue Calculations
  • Unbilled AR Calculations
  • Automatic Rev Rec Journal Entires
  • Limitless Churn, Renewal, and MRR reports

And, all this at prices 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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