Forum Discussion

neek0la's avatar
neek0la
3 years ago

Import Quotes from Excel?

Im not sure if this is possible, but i have a excel template for my quotes that is connected with Blebeam revu (Estimation software), whats the best way to import the quote into MYOB without having to do it manually each time?

 

Generally i do 15-20 quotes and only get 1-2 Accepted so i dont want to waste too much time if entering into MYOB 

 

i noticed it cant be done in the Tray? I could also do pdf?

 

Thanks

  • ChrisMYOB's avatar
    ChrisMYOB
    Former Staff
    3 years ago

    Hello neek0la 

     

    Welcome to the Community Forum.

     

    The In tray is where you can store digital copies of supplier bills and receipts, so it isn't really suited for quotes or invoices that you send out.  There isn't a way to import quotes or sales into MYOB Business. I have linked our Help Article on importing and exporting which links to the different information you are able to import.

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