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.