Neat - The Neat Experience!
Set Currency in Neat
Neat currently supports the United States (USD) and Canada (CAD) as currency options. Learn how to set your currency here
Connecting Multiple Neat Accounts to QuickBooks Desktop in Neat
Learn how to connect multiple Neat accounts to QuickBooks Desktop accounts
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
Transaction Streaming in Neat
Check out the lists of FAQs and How-Tos to learn all about transaction streaming in Neat!
Transaction Streaming Connection Errors
Having trouble with a connection from one of your streamed accounts? - Learn more about connection issues and statuses here!
Sending Transactions to QuickBooks Desktop
You can now send individual bank, credit card, and loan transactions from Neat to QuickBooks Desktop when using a Neat volume-based Complete plan. For details on Complete plans please see the Volume-…
If you find that app.neat.com is unresponsive or you're experiencing strange behavior in the app, please check the basic browser troubleshooting listed here: Refresh the tab you're using for Neat or…
Suggested Transaction Matching in Neat
Check out the list of FAQs and How-Tos to learn all about transaction matching in Neat!
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
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
Sharing Accounts in Neat
Start collaborating! Learn how to share your Neat account and all your Neat data with other users
Sharing Folders in Neat
Start collaborating! Learn how to share specific folders in Neat with other users
Reporting in Neat
Unleash your data using Neat's various reporting tools and types. See how to here!
Neat Trial FAQ
Please review our list of FAQs to find out more information about the Neat Trial Experience.
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!
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!
Getting started? - Check out our list of onboarding tasks to make sure you get the most out of Neat
Filtering in Neat
Having trouble finding a specific item? - Learn how to use filters in Neat to find items easily!
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
Items Stuck Processing in Neat
Have an item stuck in processing? - Check out this article to learn about processing items in Neat
Bulk Edit in the Neat
Organizing your items can be time-consuming - Learn how to edit multiple items in bulk to make organizing even easier!