QuickBooks Online integration
Advanced reporting and analytics for QuickBooks Online
BooksNav connects securely to your QuickBooks Online company and turns your accounting data into custom reports, pivot tables, and live spreadsheets. It is read-only: BooksNav reads your data to power reporting and never writes, edits, or deletes anything in QuickBooks.
30-day free trial. No credit card required.
How BooksNav works with QuickBooks
- 1. Connect securely. Sign up for BooksNav, then click Connect to QuickBooks. You authorize the connection through Intuit's standard OAuth flow - your QuickBooks credentials are never shared with BooksNav.
- 2. Sync your data. BooksNav reads a copy of your QuickBooks transactions and lists (invoices, bills, customers, vendors, items, accounts, and more) and keeps it refreshed automatically every day.
- 3. Report and analyze. Build custom reports and pivot tables on any QuickBooks data, export to CSV, Excel, or PDF, and sync any report live to Google Sheets and Excel.
What you can do with your QuickBooks data
Custom reports
Search, filter, and column-pick across every transaction, customer, vendor, item, and account. Save reports and rerun them in one click.
Pivot tables
Turn any report into a cross-tab summary - revenue by customer by month, expenses by vendor, and more - with subtotals and grand totals.
Live in Google Sheets & Excel
Connect any saved report to a spreadsheet with a secure link. Your Sheets and Excel workbooks refresh automatically.
Recurring forecasts
Project upcoming bills and invoices from your QuickBooks recurring templates alongside posted transactions.
Remittance advice
Generate accountant-ready remittance documents in PDF and Excel for any customer payment or vendor bill payment.
Full history & multi-currency
Work with your complete QuickBooks history and view foreign-currency transactions converted to your home currency.
Read-only and secure
- BooksNav is read-only - it never writes to, edits, or deletes anything in QuickBooks.
- Your connection uses Intuit's secure OAuth; access tokens are encrypted at rest.
- Each company's data is fully isolated from every other company.
- You can disconnect QuickBooks at any time from within BooksNav, which revokes the connection. Your data can be deleted on request.
Get started with BooksNav
Sign up, connect your QuickBooks Online company, and start building reports in minutes. 30 days free, no credit card required.