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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
Getting Started Checklist for Doing Your Taxes in Neat
Essential Knowledge for Doing Your Taxes in Neat
VIDEO | Getting Started with Neat - Everything You Need to Know
Neat Web App (app.neat.com)
Multi-Account User Access
Business Profile in Neat
Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App
Invoicing Basics in Neat
Top Neat FAQs
Monthly Review
Updating your Log In Email Address
Account Settings in Neat
Your document plan limit has been reached
Logging into Neat
Neat Trial FAQ
Sharing Folders in Neat
Sign In with Google
Vendor Mapping
Keyboard Shortcuts
My Categories
Getting Started - Managing Finances in Neat
Demo Data in Neat
Transaction Streaming Connection Errors
Filtering in Neat
Email-In Feature in Neat
Transactions in Neat
Sign-In Options
Bulk Edit in Neat
List Management in Neat
Assets and Liabilities in Neat
Emailing Items from Neat
Manage Grid Columns in Neat
Splitting Receipts in Neat
Cash on Hand
Items Stuck Processing in Neat
Adjustments in Neat
Split Transactions in Neat
Mileage in Neat
Combine, Separate, and Reorder Pages in Neat
Financial Reporting in Neat
Starting Balances in Neat
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
Sharing Accounts in Neat
Where Do My Scanned Items Go? - Needs Review Overview
Import Items into Neat
Files in Neat
Export Items from Neat
Error: The API version does not match the Worker version.
Searching in Neat
Image Management & Printing in Neat
Smart Categorization
Suggested Transaction Matching in Neat
Collecting an Item ID in Neat
Items & Item Management in Neat
Currencies & Amounts in Neat
File Fields & Categories in Neat
Mark Bills and Invoices as Paid
Windows 10 End of Support
Export Data to Quicken
Export Data to TurboTax
Export Data to H&R Block
Neat Mobile App
Mobile Subscriptions
Troubleshoot Google Sign-In Issues
Capture Items with the 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
Neat Desktop App
Scanner Not Detected in Windows 11
Print to Neat - Mac
Neat Desktop Application - Combine or Separate Items After Scanning
Troubleshooting "Error uploading. Retrying in 60 seconds."
Neat Scanners and Mac OS Sonoma
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
Print to Neat - Windows
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
Install the Neat Desktop Application
3rd Party Scanners
Kodak ScanMate i940
Panasonic KV-S1026C
Panasonic KV-S1046C
Panasonic KV-S1015C
Scan with ScanSnap Scanners to Neat
ScanSnap iX500
Panasonic KV-S1065C
Brother ADS-1500W
Brother DS-920DW
Kodak ScanMate i1150WN
Certified 3rd Party Scanners
How to Scan and Import to Neat via ScanSnap Home
ScanSnap S1100
ScanSnap iX1500
Scan with 3rd Party Scanners
ScanSnap S1300
ScanSnap iX100
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
Raven Original and Pro Scanners
Ambir ImageScan Pro 820ix
TWAIN Support for Neat Scanners
Integrations
QuickBooks Online
QuickBooks Categories & Neat
Integrate QuickBooks Online
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
Delete your Neat Account & Account Data
Neat Hardware Exit
Opting In or Out of Neat Emails
Remote Support Connection Guide
Billing Partner Portal
Collecting Logs from Neat's Self Service Portal
Login Issues / Locked Account - Reset your Password
Meeting Electronic Document Requirements for the IRS
What is this charge?
Update Credit Card
Browser or Network Connection Troubleshooting
Contact the Neat Support Team
Neat Ecosystem FAQs
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
Account Partially Set Up
Is Neat Cloud Service HIPAA Compliant?
Remote Assistance
VISA Return Authorization Mandate
I Didn't Authorize this Charge - Terms & Conditions
Make a Payment
Cancel Neat Cloud Subscription
Retired Products
Neat Scan Utility
Install Neat Scan Utility for the Desktop
Neat Scan Utility FAQ
NeatConnect
NeatConnect: Wireless Connection Troubleshooting
NeatConnect: Incorrect Username/Password Message when adding Gmail Account
NeatConnect: Scanning Help
NeatConnect: Sending Scans from the Outbox
NeatConnect: Editing Scans on Scanner
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: About 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
Using Your Neat Scanner Without the Neat Software
Mac OS 10.15 Catalina
Windows: Reinstalling Scanner Drivers with MS Fixit
Mac: Reinstalling Scanner Drivers in Neat
Neat Scanner Support
Neat Scanners: Overview
Mac OS 10.14 Mojave: Neat Scanner Driver
Windows: Reinstalling Scanner Drivers
Mac High Sierra: Scanner is in Use by Other Application
Mac: Testing Image Quality in Image Capture
Migration Assistance Articles
Windows: Export to PDF Guide
Migrate from Legacy to the New Neat Experience
Windows: Error 137
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
Legacy for Windows - BackUp Guide
Before you Sync (Windows)
Windows Legacy: Obtaining Error Log
Mac: Export to PDF Guide
Legacy Live Support
Analysis Failed: Failed to run NSDK3 successfully
Red 'Error' Message in Neat Legacy Software
Retired Desktop Software Options
Neat Sync Login Message
Scanner Accessories
How to Clear your DNS Cache
End of Support for Legacy Desktop Software
Technical Support Guides
Mac - USB-C Connection
Windows - Set File Permissions
Windows - Show Hidden Folders
Mac - How to Create a Screenshot
Windows - How to Create a Screenshot
Video Center
Getting your Files Into Neat
Getting Started with Neat Invoicing
Neat Status Page
Known Issues
All Categories > Neat Desktop App
18 articles
The Neat Desktop Application is a free application. Use the Neat Desktop Application to scan files to your Neat Cloud account or to your computer hard drive.
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…
Install New Neat Desktop Application
Recently, we received reports that some Windows 11 users were suddenly not seeing their scanner in the Neat Desktop App. This has only affected a limited number of users on Windows 11. The scanners c…
Print to Neat is only available on Windows OS, but there is a simple workaround already available for Mac users. Neat Pro Tip: If you want to get an email or an email attachment into Neat, you can ei…
Did you forget to change the scan setting for single or combined pages? No worries! Read on to learn how you can edit items after scanning to combine or separate them before sending them to Neat or s…
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…
June 2025 Update : Updated Mac drivers for Neat scanners are coming very soon. Beta testing is currently underway. So far, the results have been very positive including older versions of macOS. You…
At the end of 2024, some users on Mac OS Catalina (OS 10.15) began to experience an issue with both the Neat Scan Utility (NSU) and the new Neat Desktop App (NDA) which supersedes the NSU. Soon after…
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.
Help! I am trying to install a Neat scanner driver, but when I click 'next' nothing happens.
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 a high p…
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.
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 Ventura OS…
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…
Mac Beta drivers for Neat Scanners are now available for testing for current Mac operating systems. Please note the following: This driver will only work with Neat scanners released after 2010 which…
If you see a red exclamation point while using the Neat Desktop App (NDA), try the troubleshooting steps below. There are two situations where the red exclamation point appears: Scanning - You may se…
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.
