QuickBooks → HELIX

Difficulty: easy Time: 1 hour Portability: 9/10

Migration Summary

Switch from QuickBooks 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 QuickBooks. $55/month → $279 once.

What Transfers

Transfers Fully

✓ Customer list with contact details

✓ Invoice history

✓ Product/service items

✓ Payment history

Transfers Partially

~ Estimates (export as reports)

~ Notes (embedded in transactions)

Needs Rebuilding

✗ Bank connections (reconnect in your bank or new accounting software)

✗ Recurring transaction rules

✗ Custom reports

✗ Dashboard configurations

Step 1: Export from QuickBooks

Export Customer List

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

3 minutes ⚠ QuickBooks customer export is clean and complete

Export Products and Services

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

3 minutes ⚠ SKUs and prices export cleanly

Export Invoice History

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

5 minutes ⚠ For detailed line items, run 'Sales by Product/Service Detail' report

Export Open Invoices

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

3 minutes ⚠ Critical for cash flow management during transition

Step 2: Import into Helix

Import Customers to Connect

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

10 minutes

Create Services from Product List

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

15-20 minutes

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.

N/A

First Week Checklist

Import all customers to ConnectCreate core service packagesDecide: Keep QuickBooks for accounting or switch to simpler optionRun 5 jobs through HelixTrack open invoices in both systems during transitionAfter 30 days: Evaluate if you still need QuickBooks

All checked? Cancel your QuickBooks subscription. Download a final backup first.

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.

Common Questions

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.

Get Helix — $279 Once

30-day money-back guarantee. Cancel QuickBooks after your first week with Helix.