Neat Mobile App
Neat Mobile App Overview
Neat Mobile App - Forgot Password / Reset Password
Mobile Subscriptions
File Cabinet in the Neat Mobile App
Invoicing 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
Change System Default Settings in the Neat Mobile App
Searching in the Neat Mobile App
Accessing the Neat Web App on a Mobile Device
Troubleshoot Google Sign-In Issues
Downloads
Neat Downloads
Neat Scan Utility
Print to Neat - Windows
Troubleshooting "Scanner Not Connected" Message
Neat Scanners and Mac OS Ventura
Print to Neat - Mac
Neat Scan Utility FAQ
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 - Error Checking Default Scan Path
Windows - Resolving Neat Driver Install not Proceeding
How to Scan to Neat via ScanSnap Home
Improving Image Quality on Neat Scanners
Neat Scan Utility - Combine or Separate Items After Scanning
Neat - The Neat Experience!
Manage Grid Columns in Neat
Sharing Folders in Neat
Sharing Accounts in Neat
Export Items from Neat
Invoicing Basics in Neat
Emailing Items from Neat
Currencies & Amounts in Neat
Email-In Feature in Neat
Combine and Separate Items in Neat
Monthly Review
Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App
Image Management & Printing in Neat
Items & Item Management in Neat
List Management in Neat
Logging into Neat
Vendor Mapping
Searching in Neat
Items Stuck Processing in Neat
Transactions in Neat
Split Transactions in Neat
Invoicing - Payments
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.
Folder Management in Neat
Accounting Reporting
Neat Trial FAQ
Neat Plan FAQ
Invoicing - Online Payments
Onboarding Checklist
NeatFiles FAQ
Starting Balances in Neat
Adjustments in Neat
My Categories
Getting Started - Managing Finances 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
Connecting Multiple Neat Accounts to QuickBooks Desktop in Neat
Multi-Account User Access
Collecting an Item ID in Neat
Sign-In Options
3rd Party Scanners
ScanSnap iX1500
ScanSnap iX500
Raven Original and Pro Scanners
Scan with 3rd Party Scanners
Certified 3rd Party Scanners
Ambir Travel Scan Pro (PS600-2 & PS600-3)
Fujitsu Eko Scanner with Neat Home Office Software
ScanSnap iX100
Fujitsu ScanSnap S1300
Fujitsu ScanSnap S1100
Fujitsu fi-7160
Canon DR-C240
Kodak ScanMate i1150WN
Kodak ScanMate i940
Canon P-208II
Canon DR-M260
Canon DR-M160II
Canon DR-F120
Canon DR-C225
Ambir ImageScan Pro 820ix
Ambir ImageScan Pro 490i
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
QuickBooks Desktop
Integrate QuickBooks Desktop
Connect Multiple Neat Accounts to One QuickBooks Desktop Token in Neat
Items Previously Exported to QuickBooks Display as 'Locked' Files
QuickBooks Categories & Neat
Unable to Send to QuickBooks Desktop
QuickBooks Online & QuickBooks Desktop
QuickBooks Online
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
Login Issues / Locked Account - Reset your Password
Contact Neat Support Team
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
I Didn't Authorize this Charge - Terms & Conditions
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
Neat Smart Organization System
Neat Smart Organization System - Restore your Database from the Cloud
Export Selected Date Range in the Neat Smart Organization System
Export Selected Items in the Neat Smart Organization System
Export to Excel in the Neat Smart Organization System
Export to PDF in the Neat Smart Organization System
Export to CSV in the Neat Smart Organization System
Neat Smart Organization System - Export to H&R Block
Neat Smart Organization System - Export to Turbo Tax
End of Support for Neat Smart Organization System
Neat Smart Organization System - Scan with a Neat Scanner
Neat Smart Organization System - Sorting Items
Create a Local Backup in the Neat Smart Organization System
Neat Smart Organization System - Integrate QuickBooks Desktop
Neat Smart Organization System - Reanalyze Image
Neat Smart Organization System - Integrate Outlook.com
Neat Smart Organization System - Remove Neat as an Integrated Application from QuickBooks Desktop
Neat Smart Organization System - Integrate Campaign Monitor
Neat Smart Organization System - Send a Contact to Outlook Contacts
Neat Smart Organization System - Delete Any Page in a Scan Before Processing
Neat Smart Organization System - Send an Expense Report to QuickBooks Online
Neat Smart Organization System - Adding Multiple Quickbooks Desktop Connections
Import PDFs into the Neat Smart Organization System
Neat Smart Organization System - How to Manage QuickBooks Desktop Connections
Neat Smart Organization System - Disconnect from QuickBooks Desktop
Neat Smart Organization System - Adjust Image Preview Setting for Scanning
Neat Smart Organization System - Create a Tax Category Report
Neat Smart Organization System - Create a Sales Tax Report
Neat Smart Organization System - Create a Spending Detail Report
Neat Smart Organization System - Create A Spending Summary Report
Neat Smart Organization System - Change Folder Destination Before Processing
Neat Smart Organization System - Folder Location Dropdown Feature
Neat Smart Organization System - Scan Directly to the Neat Cloud
Neat Smart Organization System - Create a Multi-Conditional Search
Neat Smart Organization System - Create a New Item
Neat Smart Organization System - Create an Expense Report
Neat Smart Organization System - Crop an Image Before Processing
Neat Smart Organization System - Expand a Folder
Neat Smart Organization System - Scan When Offline
Neat Smart Organization System - Rotate an Image
Neat Smart Organization System - Set Item Classification for Imports
Neat Smart Organization System - Set Item Type for Scanning
Neat Smart Organization System - Set Scan Color Mode
Neat Smart Organization System - Use Filters to Find Items in your Database
Neat Smart Organization System - NeatImageCaptureWrapper has stopped working
Neat Smart Organization System - Change Item Type
Neat Smart Organization System - Rescan an Image Before Processing
Neat Smart Organization System - Add Additional Pages to a Scan Before Processing
Neat Smart Organization System and Windows Touch Screen
Neat Smart Organization System - Emailing Items
Neat Smart Organization System - Define Location of Offline Storage
Neat Smart Organization System - Print an Image
Neat Smart Organization System - Re-Order Pages Before Processing
Neat Smart Organization System - Save an Expense Report as CSV File
Neat Smart Organization System - Select Multiple Items to Import
Neat Smart Organization System - Scan & Select from Multiple Connected Scanners
Neat Smart Organization System - Set Single or Double-Sided Scan Mode
Neat Smart Organization System - Software Keyboard Shortcuts
Neat Smart Organization System - Adjusting Auto-Crop Sensitivity Values
Add/Remove Grid Columns in Neat Smart Organization System
Import Images into the Neat Smart Organization System
Neat Smart Organization System - Items Stuck in Processing
Unable to Process Error in Neat Smart Organization System
Zoom In or Out of an Image in the Neat Smart Organization System
Neat Smart Organization System - Scan Directly to your Computer Hard Drive
Neat Smart Organization System - Set Separate or Combined Scanning Mode Before Processing
Create Folders and Sub-Folders in the Neat Smart Organization System
Move an Item Using the Neat Smart Organization System
Drag and Drop Files into the Neat Smart Organization System
Delete an Item using the Neat Smart Organization System
Delete a Folder using the Neat Smart Organization System
Configure Date Format in the Neat Smart Organization System
Access Multiple Neat Accounts in the Neat Smart Organization System
Rename a Folder using the Neat Smart Organization System
Neat Smart Organization System - Save an Expense Report as PDF
Scan Settings in the Neat Smart Organization System
Neat Smart Organization System - Access Local PDFs of all Neat Cloud Images Offline
Neat Smart Organization System - View Items Offline
Neat Smart Organization System - System Account Settings
Neat Smart Organization System - Delete a Vendor
Neat Smart Organization System - Revoking Shared Folders
Neat Smart Organization System - Import Quicken Accounts
Neat Smart Organization System - Select Tax Category for Export to Turbo Tax
Neat Smart Organization System - Select Date Range for Export to Turbo Tax
Neat Smart Organization System - Map Data to QuickBooks Desktop
Neat Smart Organization System - Send a Contact to MailChimp
Neat Smart Organization System - Send a Contact to Constant Contact
Neat Smart Organization System - Send a Contact to Google Contacts
Neat Smart Organization System - Adding Account Numbers to Invoices
Neat Smart Organization System - Send a Contact to Campaign Monitor
Neat Smart Organization System - Move a Folder
Neat Smart Organization System - Search for Items Across All Data
Neat Smart Organization System - Set Currency
Neat Smart Organization System - QuickBooks Online Export 'Unable to Send' Error
Neat Smart Organization System - Integrate Google Contacts
Neat Smart Organization System - Export to Quicken
Neat Smart Organization System - Integrate MailChimp
Neat Smart Organization System - Integrate Constant Contact
Neat Smart Organization System - Mapping Data QuickBooks Online
Neat Smart Organization System - Modify Item Images Overview
Neat Smart Organization System - Connect Neat & QuickBooks Online
Neat Smart Organization System - Send an Invoice QuickBooks Online
Neat Smart Organization System - Export Receipts to QuickBooks Online
Neat Smart Organization System - Export Receipts to QuickBooks Desktop
Neat Smart Organization System - Share Folders
Missing images in Neat Smart Organization System and Windows 10
Neat Smart Organization System - Map Data to QuickBooks Online
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
NeatReceipts: Clean Your Scanner
NeatReceipts: Overview
NeatReceipts: Getting Started
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
Windows: Reinstalling Scanner Drivers with MS Fixit
Mac OS 10.14 Mojave: Neat Scanner Driver
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
Mac: Export to PDF Guide
Recover Neat Legacy Data in Mac
Neat Smart Organization System - Recreate Folder Structure for Migration
Legacy for Windows - BackUp Guide
Backup Guide - Migration Tool (Mac)
What is my Neat Cloud Username? - Migration Tool (Windows)
Before you Sync (Windows)
Windows Legacy: Obtaining Error Log
Windows: Error 137
Migrate from Legacy to the New Neat Experience
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
Getting Starting with Neat Invoicing
Getting your Files Into Neat
Misc.
Known Issues - Neat Status Page
All Categories > Neat - The Neat Experience!
57 articles
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
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…
Simplify how you send invoices (and even get paid!). Accept credit card and bank ACH payments for your invoices in Neat!
This is Neat's updated web app and latest Neat Experience for managing your business.
Learn how to customize your grid view in Neat
Start collaborating! Learn how to share specific folders in Neat with other users
Start collaborating! Learn how to share your Neat account and all your Neat data with other users
Learn how to export your items out of Neat
Neat makes it quick and easy to email your items to your friends, colleagues, and co-workers. Learn how to here!
Neat currently supports the United States (USD) and Canada (CAD) as currency options. Learn how to set your currency here
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
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…
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!
Learn how to edit and print your images in Neat!
Learn how to manage your items 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…
Learn how to access your Neat account
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.
Having trouble locating a specific item in Neat? - Learn how to use our advanced search functionality to help you find what you need
Have an item stuck in processing? - Check out this article to learn about processing items 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.
Check out the list of FAQs and How-Tos below to learn all about transaction itemization in Neat!
Learn to manage your user settings in Neat
Unleash your data using Neat's various reporting tools and types. See how to here!
Need to change your email address? - Learn how to here!
Learn to manage your account settings in Neat
Got the error message 'your document plan limit has been reached'? - Check out this article for more information about that
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"…
Learn how to create, edit, or delete folders in Neat
Learn how to create a Profit & Loss Statement, Balance Sheet, and Cash Flow Statement for your transactions!
Please review our list of FAQs to find out more information about the Neat Trial Experience.
The Online Payments section is your go-to location for handling all matters related to your customer's payments. Within Online Payments you can refund your customers if necessary, run reports and rev…
Getting started? - Check out our list of onboarding tasks to make sure you get the most out of Neat
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…
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.
In Neat, journal entries allow you to set and adjust starting balances, record depreciation and amortization, and make adjusting entries.
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).
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.
Check out the list of FAQs and How-Tos to learn all about transaction matching 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…
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…
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.
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!
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…
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…
Not sure where to find the Inbox? Having trouble finding newly uploaded items in Neat? - Learn all about the Needs Review section here!
Organizing your items can be time-consuming - Learn how to edit multiple items in bulk to make organizing even easier!
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…
Learn how to import various types of files directly to Neat
Having trouble finding a specific item? - Learn how to use filters in Neat to find items easily!
Create, track and manage all of your business miles in Neat. Learn how to here!
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…
Having trouble with a connection from one of your streamed accounts? - Learn more about connection issues and statuses here!
Learn how to connect multiple Neat accounts to QuickBooks Desktop accounts
Learn all about Neat's multi-account user access feature by reviewing our most frequently asked questions
Need to collect an item's ID for a support case? - Check out this article for step-by-step instructions
Looking for other sign-in options?