Export Quotes with Price Items
You can export Quotes with Price Items in: Account Settings → Import / Export Data.
Data Structure
| Field | Sample value |
|---|---|
| Quote number | 123 |
| Item code | 10-DP |
| Item title | 10 dinner plates |
| Cost price | 250.00 |
| Unit price | 500.00 |
| Quantity | 2 |
| Discount | 20 |
| Item total | 1000.00 |
| Sales category | Sales |
| Tax rate | 10% tax |
| Subscription | Week, 5, 20 |
| Editable quantity | Editable |
| Optional | Optional, selected |
Things to know:
- All selected Price Items are included only.
- ‘Long description’ is not included.
- ‘Subscription’ field explained:
- Month, 3 ← translates to “per 3 months”.
- Week, 5, 20 ← translates to “per 5 weeks (for 20 weeks)”.
- If you have several years of data, quotes will be downloaded by year*.
*Note: The download includes all quotes sent in this year. The download will not include quotes that were accepted in this year if they were created in a prior year.
Also, see how to export Quotes without Price Items.