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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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    Stacey Kleinschmit commented  · 

    We wanted to make the switch from Quickbooks but this is really holding us back. At the moment we are running both systems so we can decide if its worth manually creating hundreds of quotes so that we need to carry forward. All of our work is custom and each job is different. Sometimes jobs are planned for a year + before approved so we really need this data

    Stacey Kleinschmit supported this idea  ·