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The B2B Subscription Manager

QuickBooks Online Subscription

Term Contract Management for QuickBooks

Complete Subscription, Maintenance, and other Contract Management for QuickBooks

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

Revenue Schedules

Contract Audit

You have term contracts, which means you need a contract renewal process. You might rely on SFDC or an spreadsheet. Or, you might use a Quickbooks custom field, memorized report, or the job end date to help you know when a contract renewal is up, but you are here because in the end, Quickbooks neither understands the contract nor the renewal.

Complete Term Contract Renewal Management for QuickBooks

Revenue Books is the integrated and comprehensive Term Contract & Revenue Management solution for users of Quickbooks.

Revenue Books is a web-based SaaS solutions to store and manage your term contract 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. 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.

RevenueBooks™ syncs revenue-related information with QuickBooks. 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.

Revenue Books provides everything you need for contract management, including revenue rec, invoicing, reporting, and 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 contract 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

Get Revenue Books now!
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

SaaSOptics delivers the most comprehensive and accurate subscriptions metrics in the market.

Let’s Get Started

SaaSOptics is the only purpose-built 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 450
customers, and over $3 billion in annual subscription revenue and invoicing.
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