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QBOA Workpapers: PDF Document Annotation

SOLVEDby QuickBooksUpdated January 04, 2023

PDF Document Annotation includes several great time-saving features, including:

• edit PDFs inside the Document Manager
• toggle 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

To annotate a PDF document in QBOA 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.

  1. 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

  1. Click 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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