Complete migration guide. 1 hour. easy difficulty.
$55/month → $279 once. Every step documented.
Switching from QuickBooks to Helix takes 1 hour. QuickBooks at $55/month costs $2,214 over 3 years. Helix is $279 once — you save $1,935 over that period. Most of your data transfers directly. You can run both in parallel until you are confident. 30-day money-back guarantee means zero risk. 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/month for QuickBooks accounting + $299 once for Helix operations is still cheaper than most alternatives.
Before you do anything in Helix, get your data out of QuickBooks. This is the most important step — once you have your export files, the rest is straightforward.
With your export files ready, importing into Helix takes about 15 minutes. Helix walks you through the data mapping — you tell it which columns in your CSV match which Helix fields.
After import, work through this checklist during your first week. Keep QuickBooks active as a backup until you have checked everything off.
Once everything checks out: cancel your QuickBooks subscription. Download a final backup for your records first.
QuickBooks at $55/month costs $660 in year one. With 11.4% annual SaaS inflation, year two costs $735 and year three costs $819. Over 3 years: $2,214. Over 5 years: $4,142. Helix is $279 once. You save $1,935 over 3 years. The migration takes 1 hour. The break-even point is 6 months. After that, every dollar QuickBooks would have charged you stays in your pocket.
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.
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.
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.
30-day money-back guarantee. Export from QuickBooks first, then decide.
Guide updated March 2026. Pricing verified.