Settings and activity
1 result found
-
173 votes
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…
An error occurred while saving the comment An error occurred while saving the comment 
Andrew Specht
commented
Seriously can't believe we can't import spreadsheet items into Quotes. I have 400 items on a spreadsheet I need to quote and have to do this with copy and paste?
Andrew Specht
supported this idea
·
This is quite easy to get around now. Import the csv template into an invoice and then copy to a draft quote. Done! I'm not sure why they can't just add this Invoice import function to quotes but this works fine.