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The B2B Subscription Manager for QuickBooks

Rev Up Your QuickBooks with the Complete Financial Operating System for Your B2B Subscription Business

RevenueBooks™ by SaaSOptics is the full-featured, B2B optimized subscription management system for your SaaS or subscription business.

Affordable, powerful, quick-to-implement, and fully integrated with QuickBooks, RevenueBooks provides complete and scalable financial subscription management that will take your business to the next level.

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

What Makes RevenueBooks Unique?

  • Integration - tightly integrated with QuickBooks
  • Focus - built exclusively for managing B2B Subscriptions
  • Speed - live in weeks - fast to learn, easy to implement
  • Scalability - from start-up, to early stage, to emerging and beyond


subscription invoicing quickbooks
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

QiuckBooks Subscription Management

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

Learn more . . .




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.