Get Started with NeatBooks

Sharing Folders in Neat

Items & Item Management in Neat

Filtering in Neat

My Categories

Files in Neat

Adjustments in Neat

Onboarding Checklist

Folder Management in Neat

Transactions in Neat

Sharing Accounts in Neat

Assets and Liabilities in Neat

User Settings in Neat

Updating your Log In Email Address

Account Settings in Neat

Email-In Feature in Neat

Invoicing Basics in Neat

Books Monthly Review

Insights in Neat

Mileage in Neat

Import Items into Neat

Cash on Hand

Transaction Streaming Connection Errors

Combine and Separate Items in Neat

Bulk Edit in Neat

Starting Balances in Neat

Transaction Itemization in Neat

Business Profile in Neat

Classic Reporting in Neat

Emailing Items from Neat

Searching in Neat

How to Pay your Invoice sent from Neat

Accounting Reporting

Where Do My Scanned Items Go? - Needs Review Overview

NeatBooks FAQ

NeatFiles FAQ

Suggested Transaction Matching in Neat

Connecting Multiple Neat Accounts to QuickBooks Desktop in Neat

Invoicing - Payments

Items Stuck Processing in Neat

Error: The API version does not match the Worker version.

Invoicing - Online Payments

NeatInvoices Plan

Export Items from Neat

Sign-In Options

Logging into Neat

Vendor Mapping

Collecting an Item ID in Neat

Set Currency in Neat

Image Management & Printing in Neat

Your document plan limit has been reached

Sign In with Google

Basic Troubleshooting

Manage Grid Columns in Neat

Neat Trial FAQ

Multi-Account User Access

Invoicing in the Neat Mobile App

New Neat Mobile App Overview

Change System Default Settings in the Neat Mobile App

Searching in the Neat Mobile App

Mobile Reconciliation Experience

Transactions in the Neat Mobile App

New Neat Mobile App - Access Cabinet Folders and Files

Forgot Password / Reset Password

Capture Items with the Neat Mobile App

Accessing the Neat Web App on a Mobile Device

New Neat Mobile App

Troubleshoot Google Sign-In Issues

Neat Downloads

Neat Scan Utility FAQ

Neat and macOS 12 Monterey

Neat Scan Utility - Sending Multiple Items to Neat

Troubleshooting "Error uploading. Retrying in 60 seconds."

Windows - Resolving Neat Driver Install not Proceeding

Troubleshooting "Scanner Not Connected" Message

Neat Scan Utility - Error Checking Default Scan Path

Neat Scan Utility - Combine or Separate Items After Scanning

Install Neat Scan Utility for the Desktop

Improving Image Quality on Neat Scanners

How to Scan to Neat via ScanSnap Home

Manage your Account with the Neat Self Service Portal

Confirm Payment

Cancel Neat Cloud Subscription

Billing Partner Portal

View Your Neat Invoice in the Self Service Portal

Update your Account Information with the Self Service Portal

Update Credit Card

VISA Return Authorization Mandate

What is this charge?

Neat Hardware Exit

Remote Support Connection Guide

Login Issues - Reset your Password

Neat Ecosystem FAQs

How to Open a Chat with a Support Agent

Contact Neat Support Team

Account Partially Set Up

I Didn't Authorize this Charge - Terms & Conditions

Collecting Logs from Neat's Self Service Portal

Neat Basic Plan

Opting In or Out of Neat Emails

Remote Assistance

Extend Payment/Bill Date

Is Neat Cloud Service HIPAA Compliant?

Meeting Electronic Document Requirements for the IRS

Make a Payment

FTP-Agreement

Create a Local Backup in the Neat Smart Organization System

New Neat Experience vs. Desktop Application

Neat Smart Organization System - Integrate QuickBooks Desktop

End of Support for Neat Smart Organization System

Neat Smart Organization System - Reanalyze Image

Neat Smart Organization System - Integrate Outlook.com

Neat Smart Organization System - Remove Neat as an Integrated Application from QuickBooks Desktop

Neat Smart Organization System - Integrate Campaign Monitor

Neat Smart Organization System - Send a Contact to Outlook Contacts

Neat Smart Organization System - Delete Any Page in a Scan Before Processing

Neat Smart Organization System - Send an Expense Report to QuickBooks Online

Neat Smart Organization System - Export to H&R Block

Neat Smart Organization System - Adding Multiple Quickbooks Desktop Connections

Import PDFs into the Neat Smart Organization System

Neat Smart Organization System - How to Manage QuickBooks Desktop Connections

Neat Smart Organization System - Disconnect from QuickBooks Desktop

Neat Smart Organization System - Adjust Image Preview Setting for Scanning

Neat Smart Organization System - Create a Tax Category Report

Neat Smart Organization System - Create a Sales Tax Report

Neat Smart Organization System - Create a Spending Detail Report

Neat Smart Organization System - Create A Spending Summary Report

Neat Smart Organization System - Change Folder Destination Before Processing

Neat Smart Organization System - Folder Location Dropdown Feature

Neat Smart Organization System - Scan Directly to the Neat Cloud

Neat Smart Organization System - Create a Multi-Conditional Search

Neat Smart Organization System - Create a New Item

Neat Smart Organization System - Create an Expense Report

Neat Smart Organization System - Crop an Image Before Processing

Neat Smart Organization System - Expand a Folder

Neat Smart Organization System - Scan When Offline

Neat Smart Organization System - Rotate an Image

Neat Smart Organization System - Set Item Classification for Imports

Neat Smart Organization System - Set Item Type for Scanning

Neat Smart Organization System - Set Scan Color Mode

Neat Smart Organization System - Use Filters to Find Items in your Database

Neat Smart Organization System - NeatImageCaptureWrapper has stopped working

Neat Smart Organization System - Change Item Type

Neat Smart Organization System - Rescan an Image Before Processing

Neat Smart Organization System - Add Additional Pages to a Scan Before Processing

Neat Smart Organization System and Windows Touch Screen

Neat Smart Organization System - Emailing Items

Neat Smart Organization System - Sorting Items

Neat Smart Organization System - Define Location of Offline Storage

Neat Smart Organization System - Print an Image

Neat Smart Organization System - Re-Order Pages Before Processing

Neat Smart Organization System - Save an Expense Report as CSV File

Neat Smart Organization System - Select Multiple Items to Import

Neat Smart Organization System - Scan & Select from Multiple Connected Scanners

Neat Smart Organization System - Set Single or Double-Sided Scan Mode

Neat Smart Organization System - Software Keyboard Shortcuts

Neat Smart Organization System - Adjusting Auto-Crop Sensitivity Values

Add/Remove Grid Columns in Neat Smart Organization System

Import Images into the Neat Smart Organization System

Neat Smart Organization System - Restore your Database from the Cloud

Import PDFs into the Neat Smart Organization System

Neat Smart Organization System - Items Stuck in Processing

Unable to Process Error in Neat Smart Organization System

Zoom In or Out of an Image in the Neat Smart Organization System

Neat Smart Organization System - Scan Directly to your Computer Hard Drive

Neat Smart Organization System - Set Separate or Combined Scanning Mode Before Processing

Create Folders and Sub-Folders in the Neat Smart Organization System

Move an Item Using the Neat Smart Organization System

Import Images into the Neat Smart Organization System

Export to PDF in the Neat Smart Organization System

Export to CSV in the Neat Smart Organization System

Export to Excel in the Neat Smart Organization System

Export Selected Date Range in the Neat Smart Organization System

Drag and Drop Files into the Neat Smart Organization System

Delete an Item using the Neat Smart Organization System

Delete a Folder using the Neat Smart Organization System

Create Folders and Sub-Folders in the Neat Smart Organization System

Configure Date Format in the Neat Smart Organization System

Access Multiple Neat Accounts in the Neat Smart Organization System

Export Selected Items in the Neat Smart Organization System

Rename a Folder using the Neat Smart Organization System

Neat Smart Organization System - Save an Expense Report as PDF

Neat Smart Organization System - Scan with a Neat Scanner

Scan Settings in the Neat Smart Organization System

Neat Smart Organization System - Access Local PDFs of all Neat Cloud Images Offline

Neat Smart Organization System - View Items Offline

Neat Smart Organization System - System Account Settings

Neat Smart Organization System - Delete a Vendor

Neat Smart Organization System - Revoking Shared Folders

Neat Smart Organization System - Export to Turbo Tax

Neat Smart Organization System - Import Quicken Accounts

Neat Smart Organization System - Select Tax Category for Export to Turbo Tax

Neat Smart Organization System - Select Date Range for Export to Turbo Tax

Neat Smart Organization System - Map Data to QuickBooks Desktop

Neat Smart Organization System - Send a Contact to MailChimp

Neat Smart Organization System - Send a Contact to Constant Contact

Neat Smart Organization System - Send a Contact to Google Contacts

Neat Smart Organization System - Adding Account Numbers to Invoices

Neat Smart Organization System - Send a Contact to Campaign Monitor

Neat Smart Organization System - Move a Folder

Neat Smart Organization System - Search for Items Across All Data

Neat Smart Organization System - Set Currency

Neat Smart Organization System - QuickBooks Online Export 'Unable to Send' Error

Neat Smart Organization System - Integrate Google Contacts

Neat Smart Organization System - Export to Quicken

Neat Smart Organization System - Integrate MailChimp

Neat Smart Organization System - Integrate Constant Contact

Neat Smart Organization System - Mapping Data QuickBooks Online

Neat Smart Organization System - Modify Item Images Overview

Neat Smart Organization System - Connect Neat & QuickBooks Online

Neat Smart Organization System - Send an Invoice QuickBooks Online

Neat Smart Organization System - Export Receipts to QuickBooks Online

Neat Smart Organization System - Export Receipts to QuickBooks Desktop

Neat Smart Organization System - Share Folders

Missing images in Neat Smart Organization System and Windows 10

Neat Smart Organization System - Map Data to QuickBooks Online

Scanner Accessories

Red 'Error' Message in Neat Legacy Software

Legacy Live Support

How to Clear your DNS Cache

Neat Sync Login Message

End of Support for Legacy Desktop Software

Retired Desktop Software Options

Neat Scanner/Software Bundles & Retail Software PINs

Mac - USB-C Connection

Windows - How to Create a Screenshot

Windows - Set File Permissions

Windows - Show Hidden Folders

Mac - How to Create a Screenshot

Known Issues - Neat Status Page