Using quickbooks data in forms (windows), Prepare a quickbooks template for distribution, Synchronize and manage response data – Adobe Acrobat 9 PRO Extended User Manual
Page 223: Customize quickbooks templates
217
USING ACROBAT 9 PRO EXTENDED
Forms
Last updated 9/30/2011
Using QuickBooks data in forms (Windows)
Prepare a QuickBooks template for distribution
You can add data from your Intuit QuickBooks company file to a QuickBooks enabled form, known as a QuickBooks
template. Recipients can fill out the form using Acrobat 7.05 or later, or Reader 7.05 or later, even if they don’t have
QuickBooks. You then collect the data from the submitted forms and import it into your QuickBooks company file.
Adobe tests with and supports the QuickBooks features in Acrobat 9 Pro and Acrobat 9 Pro Extended with the
following QuickBooks products: QuickBooks Pro 2007 and 2008, and QuickBooks Premier Editions 2007 and 2008.
Note: The QuickBooks templates are installed only with the English version of Acrobat.
1 Launch QuickBooks and open your company file.
2 In Acrobat, choose Forms > QuickBooks > Prepare QuickBooks Template For Distribution.
3 Follow the instructions in the wizard to create and distribute the form.
Note: To populate a QuickBooks template without distributing it, open the template and choose Forms > QuickBooks >
Populate Template With QuickBooks Data. To clear QuickBooks data from a populated template, choose Forms >
QuickBooks > Clear Template.
More Help topics
Distribute (send) forms to recipients
Collecting and managing form data
Synchronize and manage response data
1 In Acrobat, choose Forms > Tracker.
2 In the left pane of the Tracker, expand Forms. Then, under Distributed, select your form.
3 In the right pane, click View Responses.
Acrobat opens a list of responses.
4 As needed, do any of the following in the list of responses:
•
To synchronize all of the data directly to your QuickBooks company file, choose Forms > QuickBooks > Sync To
QuickBooks.
•
To show specific responses, click Filter and specify a column and filtering criteria.
•
To add any newly submitted responses, click Update.
•
To preview a response file, double-click it. To return to the list of responses, click the Home button
.
•
To save form responses to an XML or comma-separated (CSV) file, select the files you want and click Export.
•
To archive response data to a new PDF, select the files you want and click Archive.
•
To add returned forms to the list of responses, click Add.
Customize QuickBooks templates
You can customize any of the QuickBooks enabled templates using LiveCycle Designer ES. For example, you can
change colors, add a corporate logo and contact information, move the form fields, and change field properties.