# BooksNav Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about BooksNav Software - reviews, pricing plans, popular comparisons to other Reporting products and more.

Source: https://www.capterra.com/p/10048250/BooksNav

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# 

 BooksNav Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 10, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

BooksNav

## What is BooksNav?

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.

## What is BooksNav used for?

[Reporting](https://www.capterra.com/reporting-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$50

Flat Rate, Per Month

Free trial  
available

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Ad hoc Query

One-off queries made on an as-needed basis

Ad hoc Reporting

Generate one-off reports that meet information requirements

Customizable Reports

Alter the layout and content of reports

Data Import/Export

Import and export data to and from software applications

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Data Visualization

Graphical representation of data

BooksNav 11 features

One-off queries made on an as-needed basis

Generate one-off reports that meet information requirements

Alter the layout and content of reports

Import and export data to and from software applications

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Graphical representation of data

Generate reports to assess the financial performance of an organization

Form predictions based on past and present data/trends

View and track pertinent metrics to find patterns and gain insights from data

Reports specific to sales analysis for trends and strategies

Search and filter data across systems to locate required information by entering keywords or certain criteria

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## Pricing

Free Trial

Pro

$50.00

Flat Rate,Per Month

It includes:

-   Saved Search (visual query builder for QuickBooks entities)
-   Pivot Reports (cross-tab analysis with grouping and aggregation)
-   Spreadsheets Sync (live sync with Google Sheets and Excel)
-   Recurring Transactions forecasting
-   Remittance Advice (accountant-grade payment documentation)
-   Full QuickBooks history access
-   Daily sync
-   Custom Column Selection

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[

QuickBooks Online Accountant](https://www.capterra.com/p/229996/QuickBooks-Online-Accountant/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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