Talha Raja


Xero Training: Online Quoting

A person in Xero Training using a laptop for online quoting.
Xero: Digital Invoicing Made Simple


In today’s fast-paced business world, the need for efficient quoting systems has never been more critical. That’s where Xero, a leading accounting software, comes into play. Beyond its accounting capabilities, Xero offers robust online quoting features that streamline your business operations. This article aims to be a comprehensive guide to Xero’s quotation functionality, an essential component of the Xero training curriculum.

Understanding Online Quoting in Xero

Online quoting in Xero is more than just a feature; it’s a comprehensive tool built into Xero’s ecosystem. From creating quotes to converting them into invoices, Xero’s quoting function is designed to help small businesses keep track of their transactions and look professional in the eyes of their clients.

Setting Up Quoting in Your Xero Account

To get started with quoting in Xero, you’ll need to have an active Xero account. Once logged in, navigate to the dashboard, where you’ll see the option to create a new quote under the ‘Sales’ tab. Here, you can customise the quote template, add inventory items, and even integrate it with other systems your organisation may be using.

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How to Create and Customise Quotes

Creating quotes in Xero is an intuitive process. You can tailor the template to match your brand, import inventory items, and set the pricing. Furthermore, you can automate the quote approval process, reducing the time and effort needed to convert quotes into invoices.

Convert quotes to invoices

One of the most advantageous features of Xero’s quoting system is the seamless conversion of quotes to invoices. Once a quote is accepted, a single click can transform it into an invoice, streamlining your bookkeeping and reconciliation processes.

Streamline Your Quoting Process

Xero’s quoting feature is designed to streamline your business operations. From the dashboard, you can quickly view pending quotes, accepted quotes, and even those that need a follow-up. This real-time data helps you get a grip on your quote activity, making your business more efficient.

The Role of an Accountant in Online Quoting

An accountant or bookkeeper can play a significant role in setting up and managing your Xero quoting system. With industry-recognised Xero training, they can help you become more proficient in using Xero’s advanced features, including customising tax settings and automating the quoting process.

Upskill with Xero Training

For those who want to upskill, Xero offers a range of training courses through its Xero Education platform. These courses, often available both online and onsite, help you and your team become Xero experts. With an industry-recognised online course, you can even add it to your CV, making you more appealing to job seekers.

Xero Advisor Certification

For those who aspire to be experts in Xero, gaining a Xero Advisor Certification is a solid foundation. This certification allows you to use smart lists and other advanced features in Xero, ensuring that you are always at the fingertip of your accounting software.

The integration aspect

Xero’s quoting feature is not an isolated function; it’s part of the more extensive Xero accounting software. You can integrate it with other apps like payroll or inventory management systems to run your business more efficiently.


Online quoting in Xero is a powerful tool that millions of people love using to run their small businesses. This feature allows you to manage your sales process efficiently, from setting up quotes to converting them into invoices. Whether you are a business owner, accountant, or someone looking to upskill, Xero training on online quoting is invaluable. Dive deep into the world of Xero’s beautiful accounting software. With the right training, you’ll find that creating quotes in Xero not only streamlines your operations but also elevates your brand, making you look more professional in the eyes of your prospects.

Talha Raja
A smiling woman sitting at a table with a laptop.
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 To get started with Xero training: Online Quoting, you can visit xero.com and look for the ‘Getting Started’ tab to find all of our tutorials and videos that will guide you on using Xero’s accounting software. You can also access expert advice from our Xero Education Partner network and participate in webinars.

With Xero, a range of tools and services help make running your business easier. These include invoicing, repeating invoices, quotes, and proposals; tracking bank and credit card transactions; payroll; billing automation; project tracking with Grip; Smart Lists; and more.

Creating invoices in Xero is quick and easy. From the dashboard, select sales, then ‘invoices/credit notes’ from the drop-down menu. Then click ‘new invoice’. This will open an invoice form where you can enter details such as customer name, contact details, items you are charging for, or services rendered. Then click ‘save draft’ or ‘send’.

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Speak to a Xero Expert Today!

Take advantage of harnessing the full potential of Xero for your business. Whether you're a start-up, a thriving SME, or a larger enterprise, our Xero-certified accountants are ready to guide you through every step. Please fill out the form below, and let's begin your financial transformation.

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