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PDF Document Annotation in Workpapers

SOLVEDby QuickBooksUpdated January 23, 2024

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.

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