Guías de Migración → FreshBooks

FreshBooks → HELIX

Dificultad: fácil Tiempo: 1 hora

Resumen

Puedes cambiar de FreshBooks a Helix en 1 hora. Exporta tus datos como CSV, impórtalos a Helix, configura tus servicios. Usa ambos en paralelo una semana y cancela FreshBooks cuando estés seguro. $299 una vez reemplaza tu suscripción de FreshBooks para siempre.

Paso 1: Exportar de FreshBooks

1

Export Clients

Settings → Export Data → Select 'Clients' → Download CSV.

2

Export Invoices

Settings → Export Data → Select 'Invoices' → Include all date ranges.

3

Export Time Entries (if used)

Settings → Export Data → Select 'Time Entries.' Useful for service-based pricing reference.

4

Screenshot Recurring Templates

Go to Recurring Templates and screenshot any active recurring invoices. You'll rebuild these as Bookings in Helix.

Paso 2: Importar a Helix

1

Import Clients to Connect

Helix Connect → Import → Upload FreshBooks client CSV. Standard mapping process.

2

Recreate Services

Based on your invoice line items, create Helix Services. Bundle where it makes sense.

3

Set Up Recurring in Bookings

For any recurring clients from FreshBooks, create recurring Bookings in Helix with matching frequencies.

FreshBooks users often chose it for the clean, friendly interface. Helix has a different aesthetic — dark, focused, professional — but the operational workflow is tighter. You'll spend less time in software and more time working. That's the trade.

Preguntas Frecuentes

Is Helix as 'pretty' as FreshBooks?

FreshBooks is known for beautiful invoices. Helix invoices are professional but simpler. Most customers care about clarity and payment ease, not design awards.

What about FreshBooks proposals?

Helix doesn't have a proposal feature. For simple proposals, use Invoices with 'Estimate' status. For complex proposals, consider a free tool like Canva or stick with simple email.

Does Helix track expenses?

Helix focuses on income-generating activities. For expense tracking, use a simple spreadsheet or keep FreshBooks/Wave just for expense categorization if tax complexity requires it.

Obtener Helix — $299

Cancela FreshBooks después de tu primera semana con Helix.