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Onboarding
Store and Manage All Your Documents
Essential Knowledge for Storing and Managing Documents in Neat
Getting Started Checklist for Storing and Managing Documents in Neat
Store and Manage All Your Receipts and Expenses
Getting Started Checklist for Storing and Managing Receipts and Expenses in Neat
Essential Knowledge for Storing and Managing Receipts and Expenses in Neat
Do Your Taxes, The Easy Way
Essential Knowledge for Doing Your Taxes in Neat
Getting Started Checklist for Doing Your Taxes in Neat
Neat Web App (app.neat.com)
Financial Reporting in Neat
Starting Balances in Neat
Adjustments in Neat
Multi-Account User Access
Insights in Neat
Folder Management in Neat
Receivables Reporting in Neat
Spending & Tax Reporting in Neat
Reporting Overview in Neat
Create Manual Accounts and Adjustments
User Profile in Neat
Cash on Hand
Sharing Accounts in Neat
Where Do My Scanned Items Go? - Needs Review Overview
Import Items into Neat
My Categories
Monthly Review
Mileage in Neat
Files in Neat
Your document plan limit has been reached
Export Items from Neat
Combine, Separate, and Reorder Pages in Neat
Error: The API version does not match the Worker version.
Searching in Neat
Image Management & Printing in Neat
Business Profile in Neat
List Management in Neat
Assets and Liabilities in Neat
Vendor Mapping
Getting Started - Managing Finances in Neat
Sign-In Options
Transaction Streaming Connection Errors
Manage Grid Columns in Neat
Sharing Folders in Neat
Sign In with Google
Smart Categorization
Suggested Transaction Matching in Neat
Collecting an Item ID in Neat
Splitting Receipts in Neat
Items & Item Management in Neat
Top Neat FAQs
Keyboard Shortcuts
Demo Data in Neat
Currencies & Amounts in Neat
Split Transactions in Neat
Neat Trial FAQ
File Fields & Categories in Neat
Updating your Log In Email Address
Filtering in Neat
Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App
Email-In Feature in Neat
Emailing Items from Neat
Account Settings in Neat
Logging into Neat
Invoicing Basics in Neat
Mark Bills and Invoices as Paid
Windows 10 End of Support
Bulk Edit in Neat
Transactions in Neat
Items Stuck Processing in Neat
Export Data to Quicken
Export Data to TurboTax
Export Data to H&R Block
Neat Mobile App
Neat Mobile App Overview
Change System Default Settings in the Neat Mobile App
Transactions in the Neat Mobile App
File Cabinet in the Neat Mobile App
Searching in the Neat Mobile App
Invoicing in the Neat Mobile App
Neat Mobile App - Forgot Password / Reset Password
Mobile Monthly Review Experience
Accessing the Neat Web App on a Mobile Device
Biometric Sign-in
Capture Items with the Neat Mobile App
Troubleshoot Google Sign-In Issues
Mobile Subscriptions
Neat Desktop App
Neat Desktop App and retired versions of Mac OS
Neat Desktop Application - Error Checking Default Scan Path
Resolving Neat Driver Install not Proceeding - Windows
Troubleshooting "Scanner Not Connected" Message
Improving Image Quality on Neat Scanners
Neat Desktop Application FAQ
Neat Scanners and Mac OS Ventura
Scanner Not Detected in Windows 11
Print to Neat - Windows
Print to Neat - Mac
NEW! Neat Desktop Application
Beta Mac Drivers for Neat Scanners
Neat Desktop App - Red Exclamation Point when Scanning or Uploading
How to Scan to Neat via ScanSnap Home
Troubleshooting "Error uploading. Retrying in 60 seconds."
Neat Desktop Application - Combine or Separate Items After Scanning
Neat Scanners and Mac OS Sonoma
Install the Neat Desktop Application
3rd Party Scanners
ScanSnap iX500
Adjusting Scan Settings in ScanSnap Manager
How to Scan to PDF and Import to Neat Using ScanSnap Manager
How to Scan and Import to Neat via ScanSnap Home
ScanSnap S1100
ScanSnap iX1500
Scan with 3rd Party Scanners
ScanSnap S1300
ScanSnap iX100
Brother ADS-1500W
Ambir ImageScan Pro 490i
Ambir Travel Scan Pro (PS600-2 & PS600-3)
Canon DR-M160II
Canon DR-C240
Canon P-208II
Canon DR-C225
Canon DR-F120
Canon DR-M260
Canon P-215II
Brother DS-920DW
Panasonic KV-S1046C
Panasonic KV-S1015C
Panasonic KV-S1026C
Panasonic KV-S1065C
Kodak ScanMate i1150WN
Scan with ScanSnap Scanners to Neat
Raven Original and Pro Scanners
Ambir ImageScan Pro 820ix
TWAIN Support for Neat Scanners
Kodak ScanMate i940
Certified 3rd Party Scanners
Integrations
QuickBooks Online
Integrate QuickBooks Online
QuickBooks Categories & Neat
Campaign Monitor
Integrate Campaign Monitor
Constant Contact
Integrate Constant Contact
Google Contacts
Integrate Google Contacts
MailChimp
Integrate MailChimp
Outlook.com
Integrate Outlook.com
Customer Service
Manage your Account with the Neat Self Service Portal
How to Open a Chat with a Support Agent
Update your Account Information with the Self Service Portal
Manage your Subscription
Collecting Logs from Neat's Self Service Portal
Meeting Electronic Document Requirements for the IRS
What is this charge?
Account Partially Set Up
Is Neat Cloud Service HIPAA Compliant?
Remote Support Connection Guide
Remote Assistance
Update Credit Card
Neat Ecosystem FAQs
Opting In or Out of Neat Emails
Delete your Neat Account & Account Data
VISA Return Authorization Mandate
I Didn't Authorize this Charge - Terms & Conditions
Browser or Network Connection Troubleshooting
Billing Partner Portal
Neat Hardware Exit
Make a Payment
Cancel Neat Cloud Subscription
Contact the Neat Support Team
Login Issues / Locked Account - Reset your Password
Retired Products
Neat Scan Utility
Install Neat Scan Utility for the Desktop
Neat Scan Utility FAQ
NeatConnect
NeatConnect: Scanning Issues
NeatConnect: Calibration
NeatConnect: Adding Scan Destinations
NeatConnect: Paper Feed Issues
NeatConnect: Overview
NeatConnect: Add DropBox Account
NeatConnect: Scan Directly to Neat Cloud
NeatConnect: Touchscreen & Display Issues
NeatConnect: Items Could Not Be Uploaded
NeatConnect: Settings Menu
NeatConnect: Factory Reset
NeatConnect: Hardware Specifications
NeatConnect: Update Firmware
NeatConnect: Using Local Access Mode
NeatConnect: Setting Up WiFi Connection
NeatConnect: Incorrect Username/Password Message when adding Gmail Account
NeatConnect: Scanning Help
NeatConnect: About the Outbox
NeatConnect: Wireless Connection Troubleshooting
NeatConnect: Editing Scans on Scanner
NeatConnect: Sending Scans from the Outbox
NeatDesk
NeatDesk: Overview
NeatDesk: Calibration
NeatDesk: Getting Started
NeatDesk: Cleaning Your Scanner
NeatDesk: Paper Feed Issues
NeatReceipt
NeatReceipts: Overview
NeatReceipts: Getting Started
NeatReceipts: Clean Your Scanner
HP Officejet 8040
HP Officejet 8040: Getting Started
HP Officejet 8040: File your Neat Cabinet
All Scanners: Drivers & Troubleshooting
Neat Scanner Support
Neat Scanners: Overview
Mac OS 10.14 Mojave: Neat Scanner Driver
Mac: Reinstalling Scanner Drivers in Neat
Windows: Reinstalling Scanner Drivers with MS Fixit
Windows: Reinstalling Scanner Drivers
Mac High Sierra: Scanner is in Use by Other Application
Mac OS 10.15 Catalina
Mac: Testing Image Quality in Image Capture
Using Your Neat Scanner Without the Neat Software
Migration Assistance Articles
Recover Neat Legacy Data in Mac
Backup Guide - Migration Tool (Mac)
What is my Neat Cloud Username? - Migration Tool (Windows)
Neat Smart Organization System - Recreate Folder Structure for Migration
Migrate from Legacy to the New Neat Experience
Legacy for Windows - BackUp Guide
Before you Sync (Windows)
Windows Legacy: Obtaining Error Log
Mac: Export to PDF Guide
Windows: Export to PDF Guide
Windows: Error 137
Analysis Failed: Failed to run NSDK3 successfully
Red 'Error' Message in Neat Legacy Software
Retired Desktop Software Options
Neat Sync Login Message
Legacy Live Support
Scanner Accessories
How to Clear your DNS Cache
End of Support for Legacy Desktop Software
Technical Support Guides
Windows - Show Hidden Folders
Windows - Set File Permissions
Mac - USB-C Connection
Mac - How to Create a Screenshot
Windows - How to Create a Screenshot
Video Center
Getting Started with Neat Invoicing
Getting your Files Into Neat
Neat Status Page
Known Issues - Neat Status Page
All Categories > 3rd Party Scanners
31 articles
Details about the ScanSnap iX1500 & iX1600
Scan to Neat with a ScanSnap Scanner! Did you know you can use a ScanSnap scanner to send files to Neat? It's true! Our newest integration with ScanSnap allows you to use your ScanSnap to send your s…
The Raven Pro scanner is a TWAIN compliant scanner that integrates with the Neat Desktop Application (NDA). Attention Raven Users: In 2023, Raven announced that Raven Cloud will no longer be supporte…
