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  1. Quotes - Import/Export ability

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    85 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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    Paul Berry commented  · 

    Whilst I like some of the functionality you get from Quotes, like the ability to generate invoices straight from the Quote, it does fall short in many ways, like to stages, reporting is poor and the quote is very basic, which isn't so good when sent to clients.

    I was hoping to import from a CSV, or via an API link, an there has to be a way.