Solutions
BooksNav is one complete application for QuickBooks Online. Every solution below is included in the single Pro subscription - no add-ons to buy.
Saved Search
The foundation
A visual query builder for every QuickBooks entity. Filter on any field, pick exactly the columns you want, sort, and export to Excel or CSV. Save a search once and re-run it any time - the saved search QuickBooks never gave you.
Pivot Reports
Cross-tab analysis
Turn any saved search into a cross-tab. Group by customer, vendor, month, or class and aggregate with SUM, COUNT, or AVG. Drill from summary to detail, then export to Excel with the grouped structure preserved.
Remittance Advice
Payment documentation
Generate accountant-grade remittance advice for every customer payment and vendor bill payment. Polished PDF and XLSX downloads with frozen headers, accountant-style number formatting, and your connected company name on every page.
Recurring Transactions
Forecast what's coming
See the recurring templates living in your QuickBooks file and project their future occurrences. Forecast upcoming bills, invoices, and journal entries right inside a saved search - alongside the transactions QuickBooks has already posted.
Spreadsheets Sync
Live in Sheets & Excel
Push any saved search to Google Sheets or Excel. Paste a single formula - IMPORTDATA in Google Sheets or Power Query in Excel - and the spreadsheet refreshes itself on its own schedule. Ideal for live dashboards, board packs, and shared trackers.
Query Lab
Calculated columns + formulas
Add derived columns with formulas, conditional logic, and string manipulation. Reshape and enrich your data before exporting - without touching a spreadsheet.
Try every solution free for 30 days
No credit card required. Connect your QuickBooks Online company and explore the whole application against your own data.