Guide11 April 20264 min read
My Xero Quotes Aren't Syncing — How to Fix It
You created quotes in Xero and nothing came through. Nine times in ten it's one of four things — and all four take under two minutes to check.
You created quotes in Xero and nothing came through. Nine times in ten it's one of four things — and all four take under two minutes to check.
Quotes exist in Xero, but your follow-up tool sees nothing. Work through these four in order — the fix is nearly always in the first two.
Quote Nudge deliberately only watches quotes marked SENT. A quote you built but never marked as sent is unfinished work, and chasing it would be wrong. Open the quote in Xero and check the status.
Xero connections can drop when the authorising user's permissions change, when they leave the organisation, or when the connection is revoked in Xero's connected-apps screen. Reconnect from settings — history is preserved.
If you run several Xero organisations, quotes raised in an unconnected org will never appear. Confirm which org is connected and whether the quotes live there.
Syncs run periodically rather than instantly. A quote created moments ago may simply not have been picked up yet — wait for the next cycle before assuming a fault.
Check that the authorising user can actually see quotes in Xero themselves. Restricted roles can connect successfully but return no quote data, which looks identical to a broken sync.
Most often the quotes are still DRAFT rather than SENT, or the Xero connection needs reauthorising. Check the status in Xero first, then reconnect the integration — those two cover the large majority of cases.
Open settings, disconnect the Xero organisation and reconnect it, authorising with a user who has access to the quotes. Existing tracked quotes and history are preserved.
Auto follow-ups and branded online acceptance on your Xero quotes, with deposits coming soon. £16.79/mo after the trial — no card required.
Start free trialMost quotes that convert do so after the first send, yet most businesses only chase once. Here is how many follow-ups it actually takes, and exactly when to stop.
Deposit collection is a feature we're building for Quote Nudge. Here's why taking a deposit the moment a quote is accepted is such a powerful moment — and how we plan to make it effortless.