How do Quotes & Orders convert?

How do Quotes & Orders convert?

Quotes and Orders 
Quotes and Orders are entered as Draft Invoices and Draft Bills, purchase orders are brought across as purchase orders in Xero.
Note that Quotes prior to your selected conversion history start date will not be converted. Also note that due to field and system differences between accounting packages, when Sales Orders are converted to Draft Bills in Xero the PO Number cannot currently be extracted so you will not see PO Numbers in Draft Bills.

Quotes for Essentials
These line items will be coded to conversion clearing account and will need to be changed prior to converting the quote. Impacted quotes will be listed on your Post- Conversion Report.







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