QuickBooks → HELIX

Dificultad: fácil Tiempo: 1 hora

Resumen

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

Paso 1: Exportar de QuickBooks

Export Customer List

Sales → Customers → Export to Excel button (top right). This exports all customers with contact info.

Export Products and Services

Settings → Products and Services → Export (or run a Product/Service List report and export).

Export Invoice History

Reports → Sales → Invoice List report → Set date range → Export to Excel.

Export Open Invoices

Reports → Accounts Receivable → A/R Aging Detail → Export. This shows who owes you money.

Paso 2: Importar a Helix

Import Customers to Connect

Helix Connect → Import → Upload QuickBooks customer export. Map: Name, Email, Phone, Address.

Create Services from Product List

Reference your Products and Services export. Create matching items in Helix Services module.

Note: Helix is Not Full Accounting

Helix handles CRM, scheduling, jobs, and invoicing — not full accounting. You'll likely keep QuickBooks (or switch to Wave/FreshBooks) for accounting.

QuickBooks is a security blanket for many small businesses. It feels 'official' and 'professional.' But you're probably using it as a CRM, scheduler, and invoicing tool — all things it does poorly. Helix handles operations beautifully. You might keep QuickBooks just for accounting, and that's fine. Paying $25/mes for QuickBooks accounting + $299 una vez for Helix operations is still cheaper than most alternatives.

Preguntas Frecuentes

Should I cancel QuickBooks entirely?

Depends on your business complexity. If you just need to invoice and track basic income/expenses, Helix + a simple spreadsheet works. If you have inventory, payroll, or complex tax situations, keep QuickBooks for accounting and use Helix for operations.

Does Helix replace QuickBooks?

Helix replaces QuickBooks for customer management, scheduling, job tracking, and basic invoicing. It doesn't replace QuickBooks for full accounting (chart of accounts, payroll, tax prep). Many contractors run both — Helix for daily operations, QuickBooks for quarterly taxes.

Can I sync Helix invoices to QuickBooks?

Not automatically at launch. You can export Helix invoice data and import to QuickBooks, or use Helix as your invoice system of record and QuickBooks just for accounting entries.

Obtener Helix — $299

Cancela QuickBooks después de tu primera semana con Helix.