Neat - The Neat Experience!

58 articles

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​Neat Plan FAQ

This is Neat's updated web app and latest Neat Experience for managing your business.

​Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App

This article covers some basic troubleshooting steps that you can do to fix most issues you might experience while using the Neat Web Application at app.neat.com. These steps also help identify if th…

​Invoicing - Payments

Simplify how you send invoices (and even get paid!). Accept credit card and bank ACH payments for your invoices in Neat!

​Invoicing Basics in Neat

Simplify how you bill your customers by creating and sending invoices using Neat. Stay tuned! We have several enhancements coming to NeatInvoices soon! Invoicing in the Neat Mobile App

Assets and Liabilities in Neat

Neat provides the ability to categorize items as Assets or Liabilities. Track equipment or resources you own as Assets and record debts owed as Liabilities. You can create Asset and Liability accounts in Transactions and select specific Asset and Liability categories. This offsets them from Income and Expenses to provide more accurate reporting and insights within Neat.

Collecting an Item ID in Neat

Need to collect an item's ID for a support case? - Check out this article for step-by-step instructions

Email-In Feature in Neat

All subscriptions for the Neat Cloud Service come with a personalized Neat Cloud email address in the following format @neatcloud.com. Learn how to use your Neat Cloud email here

Sign-In Options

Looking for other sign-in options?

File Cabinet Reporting in Neat

Unleash your data using Neat's various reporting tools and types. See how to here!

Invoicing - Online Payments

NOTICE: As of October 31, 2023, Neat will no longer process online payments through the invoicing feature. This means that credit card and bank ACH payments will cease to function in your invoices. Y…

Keyboard Shortcuts

Did you know you can control the Neat with more than just your mouse? Neat's Web Application can be controlled with the following keyboard combinations:

Manage Grid Columns in Neat

Learn how to customize your grid view in Neat

Transactions in Neat

Connect to over 10,000 financial institutions and stream transactions into Neat realtime using transaction streaming! Your financial transactions will stream to Neat allowing you to manage all your financial data in one place.

Transaction Streaming Connection Errors

Having trouble with a connection from one of your streamed accounts? - Learn more about connection issues and statuses here!

Filtering in Neat

Having trouble finding a specific item? - Learn how to use filters in Neat to find items easily!

Folder Management in Neat

Learn how to create, edit, or delete folders in Neat

File Fields & Categories in Neat

Please Note: For the following you will need to be logged in to the Neat web app.. File Field & Category FAQs. How do I set my tax categories?. How do I set my tax categories? Neat provides you with…

Neat Trial FAQ

Please review our list of FAQs to find out more information about the Neat Trial Experience.

Updating your Log In Email Address

Need to change your email address? - Learn how to here!

Sharing Folders in Neat

Start collaborating! Learn how to share specific folders in Neat with other users

Items Stuck Processing in Neat

Have an item stuck in processing? - Check out this article to learn about processing items in Neat

NeatFiles FAQ

This is Neat's updated web app and latest Neat Experience. The Neat cloud service allows you to add files – or access files – from anywhere! NeatFiles FAQs. What are the system requirements for NeatF…

Business Profile in Neat

We would now like to know how you are using Neat! This information will help our developers with personalizing the experience for customers who are using Neat for Personal purposes and for the custom…

Cash on Hand

The Cash on Hand feature provides a Cash on Hand account within Neat that allows you to record any and all cash transactions. You can create and delete both credit and debit transactions. In order to…

Import Items into Neat

Learn how to import various types of files directly to Neat

Suggested Transaction Matching in Neat

Check out the list of FAQs and How-Tos to learn all about transaction matching in Neat!

User Profile in Neat

Learn to manage your user settings in Neat

Insights in Neat

Please Note: You must be on an active Neat (Yearly) or Neat (Monthly) subscription in order to take advantage of the features in this article.. Neat will now provide business owners with a dedicated…

Mileage in Neat

Create, track and manage all of your business miles in Neat. Learn how to here!

Starting Balances in Neat

Neat allows you to enter a starting balance to the accounts you connect to Neat. A starting balance is the amount of funds in an account at the beginning of a new fiscal period. If you are transfering over from another bookkeeping solution into Neat, you probably don't want to enter or import every single transaction from the entire history of that account. Starting balances allow you to include the carryover amount from your prior bookkeeping solutions for reporting. You will have the ability to record the carryover amount for income, cost of goods sold, and expense categories as a starting balance.

Accounting Reporting

Learn how to create a Profit & Loss Statement, Balance Sheet, and Cash Flow Statement for your transactions!

Where Do My Scanned Items Go? - Needs Review Overview

Not sure where to find the Inbox? Having trouble finding newly uploaded items in Neat? - Learn all about the Needs Review section here!

Adjustments in Neat

In Neat, journal entries allow you to set and adjust starting balances, record depreciation and amortization, and make adjusting entries.

Your document plan limit has been reached

Got the error message 'your document plan limit has been reached'? - Check out this article for more information about that

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

After recent changes to Neat's site, you may come across items that appear to be missing images and instead display the message: An error occurred while loading the PDF.... The API version "x.x.xxx"…

List Management in Neat

When you edit the fields in your Cabinet items, Neat automatically saves the exact wording and spelling in a list that you can select from when editing the same field going forward. Each field has it…

Files in Neat

The Neat File Cabinet is the section in Neat where your imported, scanned, and uploaded documents are stored. You can create your own custom folder directory and organize your files any way you like!

Monthly Review

The introduction of monthly review in Neat's software is the pivotal shift that will truly transition Neat into becoming not only a bookkeeping tool, but a bookkeeping tool unlike any other currently on the market!

Export Items from Neat

Learn how to export your items out of Neat

Image Management & Printing in Neat

Learn how to edit and print your images in Neat!

Account Settings in Neat

Learn to manage your account settings in Neat

Emailing Items from Neat

Neat makes it quick and easy to email your items to your friends, colleagues, and co-workers. Learn how to here!

Split Transactions in Neat

Check out the list of FAQs and How-Tos below to learn all about transaction itemization in Neat!

Sign In with Google

Neat now offers the option to use your Google account to sign into Neat! This means an easier sign in experience and less passwords to remember. This is an additional sign-in option and the existing…

Combine and Separate Items in Neat

Neat has the ability to combine and separate item records right within the web application. This feature makes it possible to combine multiple individual items into one single item. This feature also…

Sharing Accounts in Neat

Start collaborating! Learn how to share your Neat account and all your Neat data with other users

Logging into Neat

Learn how to access your Neat account

Currencies & Amounts in Neat

Neat currently supports the United States (USD) and Canada (CAD) as currency options. Learn how to set your currency here

Searching in Neat

Having trouble locating a specific item in Neat? - Learn how to use our advanced search functionality to help you find what you need

Multi-Account User Access

Learn all about Neat's multi-account user access feature by reviewing our most frequently asked questions

Bulk Edit in Neat

Organizing your items can be time-consuming - Learn how to edit multiple items in bulk to make organizing even easier!

Demo Data in Neat

Please Note: You must be on an active Neat (Yearly) or Neat (Monthly) subscription in order to take advantage of the features in this article.. If you're new to Neat, or have never connected a financ…

How to Pay your Invoice sent from Neat

Please Note: This article is specifically for customers who are sent an invoice through Neat.. Payments FAQs. What payment methods can I use to pay my Invoice?. What currencies can I use to make a pa…

My Categories

A new feature to support Neat's bookkeeping experience is the Chart of Accounts which provides a complete listing of all accounts available in Neat to record transactions. The Chart of Accounts includes balance sheet accounts (assets, liabilities, stockholders' equity) and income statement accounts (revenues, expenses, gains, losses).

Items & Item Management in Neat

Learn how to manage your items in Neat

Getting Started - Managing Finances in Neat

Neat rolled out several bookkeeping features to simplify the process of tracking your expenses, categorizing and reconciling transactions, creating financial reports, and gaining new insights about your financial health.

Vendor Mapping

Neat makes organizing a breeze with vendor mapping! In Neat, vendor mapping allows you to assign categories to vendors in the transactions section of Neat. Neat will automatically update a transaction's category to a mapped category.

Onboarding Checklist

Getting started? - Check out our list of onboarding tasks to make sure you get the most out of Neat
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