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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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    David Swift commented  · 

    Regarding @StaceyKleinschmit comment, there must be the same number of people failing to join Xero because of this lack of functionality as the number not leaving Xero because of the hugeness of the task of copying and pasting data.

    I actually did pay to have all my data migrated to Xero by the hour and at a very reasonable rate.

    It cost me £2000.00

    Plainly we need this functionality. Xero works like a gold medalist sprinter until you realise it’s missing certain vital limbs…!

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    David Swift commented  · 

    This would save me days of work for every project.

    At the moment Im copying and pasting each field of each line of each quote into excel.

    It's necessary because I need Xero to correctly identify quote lines so clients get invoiced without error. I need excel to calculate what proportion of a quoted price has been supplied and therefore is chargeable. And many other details.

    I moved from Zoho to Xero because Xero said they had a full CIS system working with HMRC (UK)

    I discovered that Xero isn't really as mature as Zoho in many ways, though the simplicity and speed of use is attractive.

    Xero do seem very slow on dev, and seem to be mostly interested in picking up trade from small retailers and the like. Nothing even slightly unique...

    David Swift supported this idea  ·