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    Pushing to an Existing Quote in Xero
    • 21 May 2025
    • 2 Minutes to read
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    Pushing to an Existing Quote in Xero

    • Updated on 21 May 2025
    • 2 Minutes to read
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    Article summary

    Push Groundplan Quantities to an Existing Quote.

    From the Xero Tab:

    1. (Optional) Update / Add Default Accounts or Tax Rates
      Ensure there are no warnings present if requiring to push all items to the Quote
    2. Click Push to Existing Quote

    push-to-existing.png

    1. Type the Quote number
      Quote number will prepopulate if it has been pushed already
    2. (Optional) Select the Quote Status
      Sets Quote status in Xero
      Revisions can be pushed to an "Approved Quote"
    3. If changes have been made to the Quote,
      Choose:
      • Untick - Remove existing item lines from Quote
        Will keep original line/s in the Quote
        OR
      • Tick - Remove existing item lines from Quote
        Will remove original line/s from the Quote
    4. Click the Update button
    5. Click the Quote Number to view
    6. Click Close

    push-to-existing-2.png


    Frequently Asked Questions

    I have updated an item's Description, why is the old one still appearing on my Quote?

    When changes have been made to:

    • Part Numbers
    • Descriptions
    • Measurement breakdowns

    Ensure that you have ticked the option Remove existing item lines from Quote before updating the Quote. This will remove the original line from the Quote.

    push-to-existing-faq1.png


    Can I push only selected items to my Quote?

    Yes. Only items with an Account Set will be pushed to the Quote. Please note: the Warning will appear to signify that some line items are without an Account. This will need to be ignored.

    1. Select all the Parts / Labour not needed on the Quote
      Check all Stages
    2. Click Set Account and select None
    3. Click Save

    push-to-existing-faq2.png

    A warning appears to signify that Items without an Account Selected will not appear on the Quote

    Ensure only an Account is set on the Item/s to send to the Quote

    1. Click Push to Existing Quote
    2. Proceed with the rest of the steps

    push-to-existing-faq2-2.png


    Can I show just Stage Price Totals?

    Unfortunately, due to API capabilities, all items with an Account set will be pushed to the Quote, including any assigned pricing. There is no ability to send only pricing.

    Other options:
    a. Edit the Quote once inside Xero
    b. From the Worksheet, use the Additional Item to add the Total Cost. Then, remove the Account from all other Items on the Xero tab except the Additional Item.


    Can I edit the Stage name out of my Quote?

    The Stage names appear at the end of the Product Name within the Quote.

    If you prefer not to display a name at the end of a Stage, we recommend using a period (full stop) as the Stage name. This will be visible on the Quote but less intrusive than a name. This will also populate on a Legend if it is used on a Plan.

    xero-push-to-new-quote-faq4.png

    Alternatively, the names can be edited out of the Quote once in Draft form within Xero.

    Push-to-existing-faq-4.png





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