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  1. Quotes - Import/Export ability

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    81 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

    Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

    We'll make sure to update everyone through the idea here if there's…

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    Chris Newberry commented  · 

    The ability to import a csv into a quote would be a great asset within Xero.

    Some of our customers are quite specific in how they want their quotes set out & send us the csv, but we cannot get it into Xero, unless it's an invoice !