---
description: Learn more about BooksNav pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: BooksNav Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Reporting Software](/directory/30053/reporting/software) > [BooksNav](/software/1103624/BooksNav)

# BooksNav

Canonical: https://www.capterra.ca/software/1103624/BooksNav

> Saved searches, pivot reports, and scheduled spreadsheet syncs for QuickBooks Online - the reporting layer QBO doesn't have.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses BooksNav?

Controllers and in-house bookkeepers on QuickBooks Online who rebuild the same reports in Excel every month-end, especially companies making heavy use of classes, items, and jobs.

## About the vendor

- **Company**: BooksNav

## Commercial Context

- **Starting Price**: US$50.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: India, United States

## Features

- Data Import/Export
- Forecasting
- Search/Filter

## Integrations (5 total)

- Google Sheets
- Microsoft Excel
- QuickBooks Online
- QuickBooks Online Accountant
- QuickBooks Online Advanced

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Reporting Software](https://www.capterra.ca/directory/30053/reporting/software)

## Alternatives

1. [Minitab](https://www.capterra.ca/software/109731/minitab-statistical-software) — 4.5/5 (390 reviews)
2. [Adobe Customer Journey Analytics](https://www.capterra.ca/software/1028781/adobe-customer-journey-analytics) — 4.6/5 (5 reviews)
3. [CData Connect AI](https://www.capterra.ca/software/1066627/cdata-connect-cloud) (0 reviews)
4. [PayHelm](https://www.capterra.ca/software/203861/payhelm) (0 reviews)
5. [Phocas](https://www.capterra.ca/software/141678/phocas-software) — 4.7/5 (135 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/1103624/BooksNav)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10048250/BooksNav/> |
| en-AE | <https://www.capterra.ae/software/1103624/BooksNav> |
| en-AU | <https://www.capterra.com.au/software/1103624/BooksNav> |
| en-CA | <https://www.capterra.ca/software/1103624/BooksNav> |
| en-GB | <https://www.capterra.co.uk/software/1103624/BooksNav> |
| en-IE | <https://www.capterra.ie/software/1103624/BooksNav> |
| en-IL | <https://www.capterra.co.il/software/1103624/BooksNav> |
| en-IN | <https://www.capterra.in/software/1103624/BooksNav> |
| en-NZ | <https://www.capterra.co.nz/software/1103624/BooksNav> |
| en-SG | <https://www.capterra.com.sg/software/1103624/BooksNav> |
| en-ZA | <https://www.capterra.co.za/software/1103624/BooksNav> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.ca/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"BooksNav","description":"Every month-end, the same routine: export one report from QuickBooks, export a second, stitch them in Excel. QBO shows one object at a time - invoices, or the payments against them. Never both. When you finally build the export you need, there's no way to save it.\nBooksNav is a query layer for QuickBooks Online. Build a query visually - filter, sort, choose columns, group - then save it. Run it again next close in one click, or hand it to someone else.\nResults come back as flat rows, ready for a pivot table. Export to Excel or CSV, or point a spreadsheet at a live BooksNav URL using IMPORTDATA or Power Query. Pivot reports summarize by customer, vendor, class, or month.\nQBO has no native remittance advice. BooksNav generates it as branded PDF or XLSX for customer and vendor payments.\nYour admin authorizes the connection once, then adds the team. Users are included, not billed per seat. One QuickBooks company per subscription.\nRead-only. Encrypted in transit and at rest.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/37a897de-6aca-45f1-9fec-4a22de551395.png","url":"https://www.capterra.ca/software/1103624/BooksNav","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/1103624/BooksNav#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"offers":{"price":"50","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.ca/software/1103624/BooksNav#faqs","mainEntity":[{"name":"What Is BooksNav?","@type":"Question","acceptedAnswer":{"text":"Every month-end, the same routine: export one report from QuickBooks, export a second, stitch them in Excel. QBO shows one object at a time - invoices, or the payments against them. Never both. When you finally build the export you need, there's no way to save it.BooksNav is a query layer for QuickBooks Online. Build a query visually - filter, sort, choose columns, group - then save it. Run it again next close in one click, or hand it to someone else.Results come back as flat rows, ready for a pivot table. Export to Excel or CSV, or point a spreadsheet at a live BooksNav URL using IMPORTDATA or Power Query. Pivot reports summarize by customer, vendor, class, or month.QBO has no native remittance advice. BooksNav generates it as branded PDF or XLSX for customer and vendor payments.Your admin authorizes the connection once, then adds the team. Users are included, not billed per seat. One QuickBooks company per subscription.Read-only. Encrypted in transit and at rest.","@type":"Answer"}},{"name":"Who Uses BooksNav?","@type":"Question","acceptedAnswer":{"text":"Controllers and in-house bookkeepers on QuickBooks Online who rebuild the same reports in Excel every month-end, especially companies making heavy use of classes, items, and jobs.","@type":"Answer"}}]},{"@type":"BreadcrumbList","@id":"https://www.capterra.ca/software/1103624/BooksNav#breadcrumblist","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Reporting Software","position":2,"item":"/directory/30053/reporting/software","@type":"ListItem"},{"name":"BooksNav","position":3,"item":"/software/1103624/BooksNav","@type":"ListItem"}]}]}
</script>
