Excel Budget Estimate to Xero Projects

:space_invader: What is the problem you need to solve?
We’re actually trying to work out how we can link our Excel Budgets and Estimates into Xero Projects. Currently, what happens is that we prepare our budgets and estimates in Excel then once all good we encode it again in Xero as a Quote. Is there a way that we can import our excel file to automatically be a Quote in our Xero Projects?

What accounting software are you using?
Xero Projects

Hi @Girlie_Del_Rosario

Welcome to the community forum!

There is a Xero Projects Template in the Templates Library - this will allow you to upload Xero projects directly from Excel. Is this what you’re looking for?