Pushing to an Existing Quote in Xero

This option is used to revise an existing Xero quote.

1. In Groundplan, open the Project;
2. Click on the Xero tab;
3. Update / Add Default Accounts & Tax Rate to parts & labour as required;
4. Click on the blue Push to Existing Quote button;
5. Type the Quote number that you will like to update.
   • If you already pushed a quote before, this field will be filled automatically;
6. Select the Quote Status
   • This will set the Quote status in Xero;
   • You are unable to go backward in Quote Statuses from this page, and this would need to be done in Xero;
   • You can push revisions to an "Approved Quote" in Xero.
7. If you have added additional items or lines to the quote in Xero: Untick the Remove existing item lines from Quote option. (optional);
   • This will instruct Groundplan to leave any extra Quote lines alone.
8. Check over the changes to the quote listed (optional);
9. Click the Update button;
10. Click the Close button.