Neat Desktop Application

Neat Downloads

Items Stuck Processing in Neat

NeatFiles FAQ

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

Account Settings in Neat

Emailing Items from Neat

Split Transactions in Neat

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

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

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 - Combine or Separate Items After Scanning

Print to Neat - Windows

Troubleshooting "Error uploading. Retrying in 60 seconds."

How to Scan to Neat via ScanSnap Home

Troubleshooting "Scanner Not Connected" Message

Neat Desktop Application - Error Checking Default Scan Path

Improving Image Quality on Neat Scanners

Resolving Neat Driver Install not Proceeding - Windows

Print to Neat - Mac

Neat Scanners and Mac OS Ventura

Neat Scanners and Mac OS Sonoma

NEW! Neat Desktop Application

Troubleshooting "Error uploading. Retrying in 60 seconds."

Print to Neat: Windows

Neat Scan Utility - Combine or Separate Items After Scanning

Neat Scan Utility - Error Checking Default Scan Path

Neat Scan Utility - Sending Multiple Items to Neat

Install Neat Scan Utility for the Desktop

Neat Scan Utility FAQ

How to Scan to Neat via ScanSnap Home

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

QuickBooks Categories & Neat

Integrate QuickBooks Online

Integrate Campaign Monitor

Integrate Constant Contact

Integrate Google Contacts

Integrate MailChimp

Integrate Outlook.com

Update Credit Card

Cancel Neat Cloud Subscription

Update your Account Information with the Self Service Portal

Make a Payment

Manage your Account with the Neat Self Service Portal

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

Billing Partner Portal

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

NeatConnect: Setting Up WiFi Connection

NeatConnect: Sending Scans from the Outbox

NeatConnect: Editing Scans on Scanner

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: 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

NeatDesk: Getting Started

NeatDesk: Calibration

NeatDesk: Overview

NeatDesk: Cleaning Your Scanner

NeatDesk: Paper Feed Issues

NeatReceipts: Clean Your Scanner

NeatReceipts: Overview

NeatReceipts: Getting Started

HP Officejet 8040 Users: Set your Neat Password & Login

HP Officejet 8040: Getting Started

HP Officejet 8040 Retirement

HP Officejet 8040: File your Neat Cabinet

Mac: Reinstalling Scanner Drivers in Neat

Mac High Sierra: Scanner is in Use by Other Application

Neat Scanners: Overview

Windows: Reinstalling Scanner Drivers with MS Fixit

Neat Scanner Support

Mac: Testing Image Quality in Image Capture

Using Your Neat Scanner Without the Neat Software

Mac OS 10.15 Catalina

Windows: Reinstalling Scanner Drivers

Mac OS 10.14 Mojave: Neat Scanner Driver

Backup Guide - Migration Tool (Mac)

Legacy for Windows - BackUp Guide

Recover Neat Legacy Data in Mac

Neat Smart Organization System - Recreate Folder Structure for Migration

Mac: Export to PDF Guide

What is my Neat Cloud Username? - Migration Tool (Windows)

Before you Sync (Windows)

Windows Legacy: Obtaining Error Log

Migrate from Legacy to the New Neat Experience

Windows: Error 137

Windows: Export to PDF Guide

End of Support for Legacy Desktop Software

How to Clear your DNS Cache

Legacy Live Support

Neat Sync Login Message

Scanner Accessories

Retired Desktop Software Options

Red 'Error' Message in Neat Legacy Software

Windows - How to Create a Screenshot

Windows - Show Hidden Folders

Mac - USB-C Connection

Windows - Set File Permissions

Mac - How to Create a Screenshot

Getting Starting with Neat Invoicing

Getting your Files Into Neat

Known Issues - Neat Status Page

All Categories > Neat Desktop Application

12 articles

Subcategories

Neat Desktop - Combine or Separate Items After Scanning

Did you forget to change the scan setting for single or combined pages? No worries! Read on for details on how you can edit items after scanning to combine or separate them before sending them to Nea…

Print to Neat - Windows

Learn how to use one of Neat's most popular features with Print to Neat for Windows. This feature allows you to print documents, images, and web pages to the Neat Desktop App and upload them to your…

Troubleshooting "Error uploading. Retrying in 60 seconds."

When sending scanned items to Neat from the Neat Desktop App, you may get the message " Error received while uploading. Retrying in 60 seconds. " See troubleshooting options below to resolve this err…

How to Scan to Neat via ScanSnap Home

All ScanSnap devices must use the ScanSnap Home software to push data into Neat. To scan to Neat with a ScanSnap scanner, you need to install and configure the ScanSnap Home software.

Troubleshooting "Scanner Not Connected" Message

When scanning to Neat you may get the Scanner not connected! message in the scan window. This indicates your scanner was not detected by the Neat Desktop Application. It should be noted that about 90…

Neat Desktop Application - Error Checking Default Scan Path

When attempting to scan with the Neat Desktop Application, some users may encounter an error referencing the scan path. Learn how to resolve this issue.

Improving Image Quality on Neat Scanners

Your Neat scanner may occasionally produce images with dark vertical lines or a grayish background. You can try cleaning or calibrating your scanner to improve your image quality.

Resolving Neat Driver Install not Proceeding - Windows

Help! I am trying to install a Neat scanner driver, but when I click 'next' nothing happens.

Print to Neat - Mac

Print to Neat is only available on Windows OS, but there is a simple workaround already available for Mac users. When you have an item you want to send to Neat from your email or the internet on a Ma…

Neat Scanners and Mac OS Ventura

With the release of Mac OS 13 Ventura, Neat users experienced issues with installing Neat scanner drivers and scanning with existing drivers after upgrading to Ventura. Unfortunately, the Sonoma OS n…

Neat Scanners and Mac OS Sonoma

With the release of Mac OS 14 Sonoma, Neat users experienced issues with installing Neat scanner drivers and scanning with existing drivers after upgrading to Sonoma. Unfortunately, the Sonoma OS no…

NEW! Neat Desktop Application

We are thrilled to welcome you to the launch of our new all-in-one desktop application! This innovative application merges the Neat Scan Utility with the Neat Web Application, creating a seamless and…

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