Quotes Now Sync Seamlessly to Xero

You can now sync your quotes directly to Xero, reducing double handling and keeping your information aligned.
This update helps streamline admin work by ensuring quotes are available in Xero without needing to be recreated.
It’s designed to make managing quotes and accounting simpler, more reliable, and easier to stay on top of.

What’s New: Quote Integration to Xero

This update adds a dedicated setting that allows quotes to sync between Formitize and Xero.

• You can enable or disable quote syncing at your account level
  
  

• When enabled, quotes automatically sync to Xero once per day, you can also manually trigger a sync at any time from the Quotes page
  
  

In short: once enabled, your quotes are kept in sync with Xero automatically, with manual control when you need it.

Removing Manual Copying and Missed Details

A common pain point for admin teams is having to re-enter quote information into accounting software after it’s already been created. This not only takes time, but also increases the risk of missed details or inconsistencies.

By syncing quotes directly to Xero, this update removes that friction. Quotes flow through without duplication, helping ensure the numbers and details you’ve already approved are the ones that appear in Xero.

Smoother, More Efficient Admin Workflows

This feature is designed to reduce repetitive admin tasks and simplify day-to-day processes.

• Less time spent retyping quote information
  
  

• Fewer steps between quoting and accounting
  
  

• More confidence that data is accurate and up to date
  
  

Whether you rely on the automatic daily sync or trigger a manual one when needed, this update gives you flexibility without added effort.

Designed for Real-World Use

Quote syncing fits neatly into existing workflows. You can continue creating and managing quotes as you always have, then let the sync handle the transfer to Xero in the background.

The ability to manually trigger a sync is especially useful when you need information available immediately, while the daily automatic sync ensures nothing is missed over time.

Why This Matters (And Why You’ll Love It)

This update focuses on reducing admin overhead and improving consistency between systems.

It’s especially helpful for:

• Admin users managing quotes and accounts
  
  

• Teams handling a high volume of quotes
  
  

• Businesses looking to reduce manual data entry
  
  

• Anyone responsible for keeping financial records accurate
  
  

FAQs

How do I turn quote syncing on or off?
There’s a simple setting where you can choose Yes or No to enable or disable quote syncing with Xero. Accounts > Settings > Enable syncing quotes between Formitize and Xero. 

How often do quotes sync automatically?
When enabled, quotes are pulled into Xero automatically once per day.

Can I sync quotes manually if I need them sooner?
Yes. You can manually trigger a sync at any time from the Quotes page.

Do I need to change how I create quotes?
No. Quotes are created the same way as before. This update only changes how they sync to Xero.

Does this affect invoicing?
No. This feature is focused on syncing quotes only. Invoicing processes remain unchanged.

Can I disable this if I don’t want quotes syncing?
Yes. The setting can be turned off at any time if quote syncing isn’t required for your workflow.