Comments on: Creating QuickBooks Invoices with Adobe Acrobat Pro http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/ How to make QuickBooks work for you... Fri, 12 Mar 2010 22:59:22 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: Charlie http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-2/#comment-2387 Charlie Mon, 04 May 2009 20:36:58 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2387 Jonathan: I believe that you have to edit the template, but I haven't played with that aspect of things. The resulting form has database information in it, and you have to be careful when editing that. They may lock it down to prevent fraud. But I haven't played with it. Jonathan: I believe that you have to edit the template, but I haven’t played with that aspect of things. The resulting form has database information in it, and you have to be careful when editing that. They may lock it down to prevent fraud. But I haven’t played with it.

]]> By: Jonathan W http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-2/#comment-2385 Jonathan W Mon, 04 May 2009 15:54:36 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2385 Charlie- This was very helpful. Although i have run into a bit of a snag you might be able to help with. I have customized the invoice and proposals we use in quickbooks. I have them saved as PDF's. When i open them up in adobe, they cant be edited. Im guessing then that only the templates that are in the adobe program files can actually be edited and sent out. If its possible to use our own form in adobe, i would love to know how to do it. Thank you. Charlie-

This was very helpful. Although i have run into a bit of a snag you might be able to help with. I have customized the invoice and proposals we use in quickbooks. I have them saved as PDF’s. When i open them up in adobe, they cant be edited. Im guessing then that only the templates that are in the adobe program files can actually be edited and sent out. If its possible to use our own form in adobe, i would love to know how to do it. Thank you.

]]> By: Charlie http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-2/#comment-2352 Charlie Wed, 29 Apr 2009 16:03:59 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2352 CJ: I think so, although I'm not sure. The problem is that it would be a fairly complicated thing to set up. You don't have a good example to start with, so you would have to do a lot of "programming" work in Adobe to get that to work. CJ: I think so, although I’m not sure. The problem is that it would be a fairly complicated thing to set up. You don’t have a good example to start with, so you would have to do a lot of “programming” work in Adobe to get that to work.

]]> By: CJ http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-2/#comment-2351 CJ Wed, 29 Apr 2009 15:16:09 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2351 Charlie - Great article and web site. Thanks for all the help. Would it be possible to use the adobe forms as a timesheet for employees to track time against different clients/customers? Thanks Charlie –

Great article and web site. Thanks for all the help. Would it be possible to use the adobe forms as a timesheet for employees to track time against different clients/customers?

Thanks

]]> By: Charlie http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-1/#comment-2347 Charlie Tue, 28 Apr 2009 02:10:08 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2347 John, you can contact me directly at the email address in the "about" link at the top of this page. I do work with Adobe forms, but I'm finding that more often than not we end up writing a custom QB program rather than using the Adobe forms. Adobe integration is expensive and complicated, and it only makes sense if you are distributing forms out to people who don't have ready access to the QB company file. John, you can contact me directly at the email address in the “about” link at the top of this page. I do work with Adobe forms, but I’m finding that more often than not we end up writing a custom QB program rather than using the Adobe forms. Adobe integration is expensive and complicated, and it only makes sense if you are distributing forms out to people who don’t have ready access to the QB company file.

]]> By: John Beem http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-1/#comment-2345 John Beem Tue, 28 Apr 2009 01:40:51 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2345 Do you know of any consultants (possibly yourself) who can design new Adobe Forms to integrate with QuickBooks. We are trying to automate check requests and Petty Cash reconciliations. As you say it is quite complicated, and while I could, theoretically learn how to do it myself, I am not going to do it often enough to get good at it. Do you know of any consultants (possibly yourself) who can design new Adobe Forms to integrate with QuickBooks. We are trying to automate check requests and Petty Cash reconciliations. As you say it is quite complicated, and while I could, theoretically learn how to do it myself, I am not going to do it often enough to get good at it.

]]> By: Charlie http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-1/#comment-2314 Charlie Thu, 23 Apr 2009 16:12:44 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2314 Tim, you can't just shift things around, you have to use the features they have built into Adobe to manage the QB database. It is very complicated, because they are just using the standard QB SDK programming interface and that is itself very complicated to understand. I doubt that Adobe is going to do much to improve this, although I can't say that for sure. Tim, you can’t just shift things around, you have to use the features they have built into Adobe to manage the QB database. It is very complicated, because they are just using the standard QB SDK programming interface and that is itself very complicated to understand. I doubt that Adobe is going to do much to improve this, although I can’t say that for sure.

]]> By: Tim http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-1/#comment-2260 Tim Fri, 17 Apr 2009 18:59:25 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2260 Charlie - My experience is similar to yours. I think this has the potential to be a great feature in QB's, but it does not appear to be ready for primetime yet. When I tried to modify an invoice in Adobe Pro 9 to match our modified invoices in QB's, it would lose drop-down menus for the Ship To and Bill To fields. It seems with a little work by Adobe Pro 9 to allow for easy invoice modification this has the potential be a great feature. Do you know if they are working on this to make it more user friendly to move/shift fields around in the Adobe Pro 9??? Charlie – My experience is similar to yours. I think this has the potential to be a great feature in QB’s, but it does not appear to be ready for primetime yet.
When I tried to modify an invoice in Adobe Pro 9 to match our modified invoices in QB’s, it would lose drop-down menus for the Ship To and Bill To fields. It seems with a little work by Adobe Pro 9 to allow for easy invoice modification this has the potential be a great feature. Do you know if they are working on this to make it more user friendly to move/shift fields around in the Adobe Pro 9???

]]> By: Charlie http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-1/#comment-2181 Charlie Mon, 13 Apr 2009 19:54:03 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2181 Chris, this is off topic for this article. However, if I understand what you are asking - you have a logo in your QB template and it shows in the PDF form you email (which you would want) but also shows when your print to paper, which you don't want. The only answer there is to have two templates, one with and one without the logo - email using one template, switch to the other then print to paper. Chris, this is off topic for this article. However, if I understand what you are asking – you have a logo in your QB template and it shows in the PDF form you email (which you would want) but also shows when your print to paper, which you don’t want. The only answer there is to have two templates, one with and one without the logo – email using one template, switch to the other then print to paper.

]]> By: Chris http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/comment-page-1/#comment-2175 Chris Mon, 13 Apr 2009 16:23:48 +0000 http://qbblog.ccrsoftware.info/2008/10/creating-quickbooks-invoices-with-adobe-acrobat-pro/#comment-2175 Hi Charlie, What do I do in QB 2009 if I have a PDF placed (our printed Invoice) for email, but how do I turn off the placed PDF for in house office printing on our pre existing Invoice template Paper? So we don't get DOUBLE Printed LOGO/HEADER? Hi Charlie,
What do I do in QB 2009 if I have a PDF placed (our printed Invoice) for email,
but how do I turn off the placed PDF for in house office printing on our pre existing Invoice template Paper?
So we don’t get DOUBLE Printed LOGO/HEADER?

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