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  1. Quotes - Import/Export ability

    173 votes
    83 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    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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    lee McAulay commented  · 

    George Padilla as a work around. Import the CSV as an invoice then copy it to a quote, then you can delete the imported invoice.

    An error occurred while saving the comment
    lee McAulay commented  · 

    I find that writing in this forum is very similar to standing on the edge of the Grand Canyon and screaming at the top of you voice hoping someone will hear you.......I honestly don't know why clicked the vote button. Xero have and always will have there own agenda, take having Credit limits available through their API. crucial info for anyone using ERP/MRP software. This been on this forum for 4 years.....not even a response.

    lee McAulay supported this idea  ·