PDF Document Annotation in Workpapers

PDF Document Annotation includes several time-saving features:

• Edit PDFs inside the Document Manager
• Switch between the various tabs to allow verification of information
• Make annotations to and save PDFs
• Use Adobe Reader or another external tool to make annotations without having to download the PDF file

Annotate a PDF document in QuickBooks Online Accountant Workpapers

1. Navigate to Workpapers.
2. Select the Documents tab.
3. Locate the document to annotate (for example, a bank statement).
4. Select Annotate from the Download drop-down menu under the ACTIONS column. The PDF preview opens in the window with the annotation options.
5. Annotate the PDF where needed. Annotation options include:
   • Add text comments
   • Add Sticky Note
   • Highlight Text
   • Use Drawing tool
   • Erase Drawing
   • Find in document
   • Download PDF
   • Print PDF
6. Select Close. The preview file is saved, and closes.

Note: The text “Annotated-1” is automatically added to the file name for an easy view of what documents have been annotated.