Downloads
Neat - The Neat Experience!
Invoicing Basics in Neat
Transactions in Neat
Business Profile in Neat
Transaction Streaming Connection Errors
Cash on Hand
Import Items into Neat
Suggested Transaction Matching in Neat
User Profile in Neat
Insights in Neat
Mileage in Neat
Starting Balances in Neat
Collecting an Item ID in Neat
Accounting Reporting
Where Do My Scanned Items Go? - Needs Review Overview
Adjustments in Neat
Your document plan limit has been reached
Error: The API version does not match the Worker version.
List Management in Neat
Files in Neat
Monthly Review
Export Items from Neat
Image Management & Printing in Neat
Sign-In Options
File Cabinet Reporting in Neat
Assets and Liabilities in Neat
Email-In Feature in Neat
Invoicing - Online Payments
Items Stuck Processing in Neat
Account Settings in Neat
Emailing Items from Neat
Split Transactions in Neat
Sign In with Google
Combine and Separate Items in Neat
Sharing Accounts in Neat
Logging into Neat
Sharing Folders in Neat
Currencies & Amounts in Neat
Searching in Neat
Multi-Account User Access
Neat Trial FAQ
NeatFiles FAQ
Neat Plan FAQ
File Fields & Categories in Neat
Folder Management in Neat
Invoicing - Payments
Bulk Edit in Neat
Keyboard Shortcuts
Demo Data in Neat
How to Pay your Invoice sent from Neat
My Categories
Items & Item Management in Neat
Getting Started - Managing Finances in Neat
Vendor Mapping
Onboarding Checklist
Manage Grid Columns in Neat
Filtering in Neat
Updating your Log In Email Address
Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App
Neat Mobile App
Transactions in the Neat Mobile App
Invoicing in the Neat Mobile App
Capture Items with the Neat Mobile App
Neat Mobile App - Forgot Password / Reset Password
Mobile Monthly Review Experience
Searching in the Neat Mobile App
Troubleshoot Google Sign-In Issues
Accessing the Neat Web App on a Mobile Device
Change System Default Settings in the Neat Mobile App
Neat Mobile App Overview
Mobile Subscriptions
Biometric Sign-in
File Cabinet in the Neat Mobile App
Neat Desktop Application
Neat Scan Utility
Neat Scanners and Mac OS Sonoma
Neat Scanners and Mac OS Ventura
Print to Neat - Windows
Neat Scan Utility - Combine or Separate Items After Scanning
Print to Neat - Mac
Troubleshooting "Error uploading. Retrying in 60 seconds."
Neat Scan Utility - Error Checking Default Scan Path
Improving Image Quality on Neat Scanners
Neat Scan Utility - Sending Multiple Items to Neat
Install Neat Scan Utility for the Desktop
Troubleshooting "Scanner Not Connected" Message
Neat Scan Utility FAQ
How to Scan to Neat via ScanSnap Home
Windows - Resolving Neat Driver Install not Proceeding
3rd Party Scanners
Certified 3rd Party Scanners
TWAIN Support for Neat Scanners
Panasonic KV-S1015C
Panasonic KV-S1026C
Panasonic KV-S1046C
Panasonic KV-S1065C
How to Scan and Import to Neat via ScanSnap Home
How to Scan to PDF and Import to Neat Using ScanSnap Manager
Manually Adding Neat to ScanSnap Manager
Adjusting Scan Settings in ScanSnap Manager
Brother ADS-1500W
Raven Original and Pro Scanners
Ambir ImageScan Pro 490i
Ambir ImageScan Pro 820ix
Ambir Travel Scan Pro (PS600-2 & PS600-3)
Scan with ScanSnap Scanners to Neat
ScanSnap iX500
ScanSnap iX100
ScanSnap S1300
ScanSnap iX1500
ScanSnap S1100
Kodak ScanMate i1150WN
Kodak ScanMate i940
Canon P-208II
Canon DR-C225
Brother DS-920DW
Canon DR-M160II
Canon DR-F120
Canon DR-M260
Canon DR-C240
Canon P-215II
Scan with 3rd Party Scanners
Integrations
QuickBooks Desktop
QuickBooks Online
Campaign Monitor
Constant Contact
Google Contacts
MailChimp
Outlook.com
Customer Service
Collecting Logs from Neat's Self Service Portal
Meeting Electronic Document Requirements for the IRS
Is Neat Cloud Service HIPAA Compliant?
Remote Assistance
Opting In or Out of Neat Emails
Account Partially Set Up
Neat Hardware Exit
Remote Support Connection Guide
Neat Ecosystem FAQs
Delete your Neat Account & Account Data
Manage your Account with the Neat Self Service Portal
Billing Partner Portal
Update your Account Information with the Self Service Portal
Update Credit Card
VISA Return Authorization Mandate
Manage your Subscription
How to Open a Chat with a Support Agent
What is this charge?
I Didn't Authorize this Charge - Terms & Conditions
Contact Neat Support Team
Login Issues / Locked Account - Reset your Password
Cancel Neat Cloud Subscription
Make a Payment
Retired Products
NeatConnect
NeatConnect: Using Local Access Mode
NeatConnect: Hardware Specifications
NeatConnect: Wireless Connection Troubleshooting
NeatConnect: Touchscreen & Display Issues
NeatConnect: Items Could Not Be Uploaded
NeatConnect: Settings Menu
NeatConnect: Sending Scans from the Outbox
NeatConnect: Scanning Issues
NeatConnect: Scan Directly to Neat Cloud
NeatConnect: About the Outbox
NeatConnect: Paper Feed Issues
NeatConnect: Update Firmware
NeatConnect: Factory Reset
NeatConnect: Scanning Help
NeatConnect: Calibration
NeatConnect: Add DropBox Account
NeatConnect: Adding Scan Destinations
NeatConnect: Incorrect Username/Password Message when adding Gmail Account
NeatConnect: Overview
NeatConnect: Editing Scans on Scanner
NeatConnect: Setting Up WiFi Connection
NeatDesk
NeatDesk: Paper Feed Issues
NeatDesk: Overview
NeatDesk: Calibration
NeatDesk: Getting Started
NeatDesk: Cleaning Your Scanner
NeatReceipt
HP Officejet 8040
HP Officejet 8040 Retirement
HP Officejet 8040: File your Neat Cabinet
HP Officejet 8040: Getting Started
HP Officejet 8040 Users: Set your Neat Password & Login
HP Officejet 8040: Activation
All Scanners: Drivers & Troubleshooting
Neat Scanners: Overview
Mac OS 10.14 Mojave: Neat Scanner Driver
Windows: Reinstalling Scanner Drivers with MS Fixit
Neat Scanner Support
Neat Scanners: Troubleshoot Calibration Issues
Mac: Testing Image Quality in Image Capture
Mac High Sierra: Scanner is in Use by Other Application
Mac: Reinstalling Scanner Drivers in Neat
Using Your Neat Scanner Without the Neat Software
Windows: Reinstalling Scanner Drivers
Scanners FAQ
Mac OS 10.15 Catalina
Migration Assistance Articles
Windows: Export to PDF Guide
Migrate from Legacy to the New Neat Experience
Backup Guide - Migration Tool (Mac)
Legacy for Windows - BackUp Guide
What is my Neat Cloud Username? - Migration Tool (Windows)
Mac: Export to PDF Guide
Recover Neat Legacy Data in Mac
Neat Smart Organization System - Recreate Folder Structure for Migration
Before you Sync (Windows)
Windows Legacy: Obtaining Error Log
Windows: Error 137
End of Support for Legacy Desktop Software
Scanner Accessories
Red 'Error' Message in Neat Legacy Software
Legacy Live Support
How to Clear your DNS Cache
Neat Sync Login Message
Retired Desktop Software Options
Miscellaneous Technical How-Tos
Windows - How to Create a Screenshot
Windows - Show Hidden Folders
Mac - USB-C Connection
Windows - Set File Permissions
Mac - How to Create a Screenshot
Video Center
Neat Status Page
All Categories > Customer Service > Case Created
