How to Create a Quote in Xero App?

This tutorial is about the Xero App, which is the app version of the cloud-based Xero accounting software. 

In this tutorial, you'll learn the step-by-step process of how you can create a quote and send it to your customer from the Xero App.

Create a quote

• on the dashboard, click on the Plus sign and choose Create Quote
• fill out the form: 
  • who is it for: choose the customer from the list or create a new one
  • set the expiry date
  • add the items (aka products or services you're quoting)
  • add title and summary (if needed)
  • add reference number (optional)
  • add terms (optional but recommended ☺️ )
  • attach a file (optional)
• quick review
• finalise the quote
• save it for later or
• send it to your client 

Takeaway

Creating a quote from scratch in Xero App is super easy - just follow the prompts, and you're done in a couple of minutes. As always, a quick review is needed before sending it to your client.

Good luck with the Xero App!

I believe in You: you're a champion 🏆

PS: If you'd like to learn more about the Xero App's functions, please check out the other blog posts on Xero App by 👉 CLICKING HERE.