Downloads
Neat - The Neat Experience!
Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App
Invoicing - Payments
Invoicing Basics in Neat
NeatFiles FAQ
Neat Plan FAQ
Getting Started - Managing Finances in Neat
My Categories
Transactions in Neat
Multi-Account User Access
Folder Management in Neat
Keyboard Shortcuts
Items & Item Management in Neat
Emailing Items from Neat
Currencies & Amounts in Neat
File Fields & Categories in Neat
Invoicing - Online Payments
Manage Grid Columns in Neat
Sharing Folders in Neat
Sharing Accounts in Neat
Export Items from Neat
Email-In Feature in Neat
Combine and Separate Items in Neat
Monthly Review
Image Management & Printing in Neat
List Management in Neat
Logging into Neat
Vendor Mapping
Searching in Neat
Items Stuck Processing in Neat
Split Transactions in Neat
User Profile in Neat
File Cabinet Reporting in Neat
Updating your Log In Email Address
Account Settings in Neat
Your document plan limit has been reached
Error: The API version does not match the Worker version.
Accounting Reporting
Neat Trial FAQ
Onboarding Checklist
Starting Balances in Neat
Adjustments in Neat
Suggested Transaction Matching in Neat
Demo Data in Neat
Insights in Neat
Assets and Liabilities in Neat
Files in Neat
How to Pay your Invoice sent from Neat
Sign In with Google
Where Do My Scanned Items Go? - Needs Review Overview
Bulk Edit in Neat
Business Profile in Neat
Import Items into Neat
Filtering in Neat
Mileage in Neat
Cash on Hand
Transaction Streaming Connection Errors
Collecting an Item ID in Neat
Sign-In Options
Neat Mobile App
Mobile Subscriptions
Neat Mobile App Overview
Change System Default Settings in the Neat Mobile App
Accessing the Neat Web App on a Mobile Device
Invoicing in the Neat Mobile App
Neat Mobile App - Forgot Password / Reset Password
File Cabinet in the Neat Mobile App
Mobile Monthly Review Experience
Capture Items with the Neat Mobile App
Transactions in the Neat Mobile App
Biometric Sign-in
Searching in the Neat Mobile App
Troubleshoot Google Sign-In Issues
Neat Scan Utility
Neat Scan Utility FAQ
Neat Scanners and Mac OS Ventura
Neat Scanners and Mac OS Sonoma
Print to Neat - Windows
Troubleshooting "Scanner Not Connected" Message
Print to Neat - Mac
Install Neat Scan Utility for the Desktop
Neat and macOS 12 Monterey
Neat Scan Utility - Sending Multiple Items to Neat
Troubleshooting "Error uploading. Retrying in 60 seconds."
Neat Scan Utility - Combine or Separate Items After Scanning
Windows - Resolving Neat Driver Install not Proceeding
Improving Image Quality on Neat Scanners
How to Scan to Neat via ScanSnap Home
Neat Scan Utility - Error Checking Default Scan Path
3rd Party Scanners
ScanSnap S1100
ScanSnap S1300
Scan with ScanSnap Scanners to Neat
Ambir Travel Scan Pro (PS600-2 & PS600-3)
Ambir ImageScan Pro 820ix
Ambir ImageScan Pro 490i
Scan with 3rd Party Scanners
ScanSnap iX1500
ScanSnap iX500
ScanSnap iX100
Certified 3rd Party Scanners
Raven Original and Pro Scanners
Canon DR-C240
Kodak ScanMate i1150WN
Kodak ScanMate i940
Canon P-208II
Canon DR-M260
Canon DR-M160II
Canon DR-F120
Canon DR-C225
Brother DS-920DW
Brother ADS-1500W
Panasonic KV-S1065C
Panasonic KV-S1046C
Panasonic KV-S1026C
Panasonic KV-S1015C
Canon P-215II
Manually Adding Neat to ScanSnap Manager
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
TWAIN Support for Neat Scanners
Integrations
Customer Service
Contact Neat Support Team
I Didn't Authorize this Charge - Terms & Conditions
Login Issues / Locked Account - Reset your Password
How to Open a Chat with a Support Agent
Manage your Subscription
What is this charge?
Update Credit Card
Update your Account Information with the Self Service Portal
Billing Partner Portal
Confirm Payment
Manage your Account with the Neat Self Service Portal
View Your Neat Invoice in the Self Service Portal
Cancel Neat Cloud Subscription
Delete your Neat Account & Account Data
VISA Return Authorization Mandate
Neat Hardware Exit
Remote Support Connection Guide
Neat Ecosystem FAQs
Account Partially Set Up
Collecting Logs from Neat's Self Service Portal
Opting In or Out of Neat Emails
Remote Assistance
Is Neat Cloud Service HIPAA Compliant?
Meeting Electronic Document Requirements for the IRS
Make a Payment
Retired Products
NeatConnect
NeatConnect: Overview
NeatConnect: Incorrect Username/Password Message when adding Gmail Account
NeatConnect: Adding Scan Destinations
NeatConnect: Add DropBox Account
NeatConnect: Calibration
NeatConnect: Scanning Help
NeatConnect: Factory Reset
NeatConnect: Update Firmware
NeatConnect: Paper Feed Issues
NeatConnect: Scan Directly to Neat Cloud
NeatConnect: About the Outbox
NeatConnect: Sending Scans from the Outbox
NeatConnect: Scanning Issues
NeatConnect: Settings Menu
NeatConnect: Editing Scans on Scanner
NeatConnect: Items Could Not Be Uploaded
NeatConnect: Touchscreen & Display Issues
NeatConnect: Using Local Access Mode
NeatConnect: Setting Up WiFi Connection
NeatConnect: Hardware Specifications
NeatConnect: Wireless Connection Troubleshooting
NeatDesk
NeatDesk: Overview
NeatDesk: Calibration
NeatDesk: Getting Started
NeatDesk: Cleaning Your Scanner
NeatDesk: Paper Feed Issues
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
Mac OS 10.14 Mojave: Neat Scanner Driver
Neat Scanners: Overview
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
Backup Guide - Migration Tool (Mac)
Legacy for Windows - BackUp Guide
Migrate from Legacy to the New Neat Experience
What is my Neat Cloud Username? - Migration Tool (Windows)
Windows: Export to PDF Guide
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
Mac - USB-C Connection
Windows - Set File Permissions
Windows - Show Hidden Folders
Mac - How to Create a Screenshot
Video Center
Neat Status Page
All Categories > Customer Service > Share Your Feedback / Ideas
