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