Switch from FreshBooks to Helix in about 1 hour. Export your data as CSV, import into Helix, set up your services. Run both in parallel for a week, then cancel FreshBooks. $33/month → $279 once.
✓ Client contact information
✓ Invoice history with line items
✓ Expense records
✓ Payment history
~ Project details (basic export)
~ Time entries (separate export)
✗ Recurring invoice templates
✗ Automated late payment reminders
✗ Proposal templates
✗ Dashboard customizations
Settings → Export Data → Select 'Clients' → Download CSV.
3 minutes ⚠ FreshBooks exports are clean and straightforwardSettings → Export Data → Select 'Invoices' → Include all date ranges.
3 minutes ⚠ Line item details included in exportSettings → Export Data → Select 'Time Entries.' Useful for service-based pricing reference.
3 minutes ⚠ Good data for understanding your actual time per service typeGo to Recurring Templates and screenshot any active recurring invoices. You'll rebuild these as Bookings in Helix.
5 minutes ⚠ Note the frequency, amount, and next send dateHelix Connect → Import → Upload FreshBooks client CSV. Standard mapping process.
10 minutesBased on your invoice line items, create Helix Services. Bundle where it makes sense.
15 minutesFor any recurring clients from FreshBooks, create recurring Bookings in Helix with matching frequencies.
15 minutesAll checked? Cancel your FreshBooks subscription. Download a final backup first.
FreshBooks is known for beautiful invoices. Helix invoices are professional but simpler. Most customers care about clarity and payment ease, not design awards.
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.
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.
30-day money-back guarantee. Cancel FreshBooks after your first week with Helix.