The New Neat Experience is Neat’s newest Cloud application
Please review our list of FAQs to find out more information about the Neat Trial Experience.
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…
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…
Neat makes it quick and easy to email your items to your friends, colleagues, and co-workers. Learn how to here!
Please Note: You must be on an active Neat Books subscription or a Neat Complete subscription in order to take advantage of the features in this article. Additionally, the features in this article ar…
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
Having trouble finding a specific item? - Learn how to use filters in Neat to find items easily!
Having trouble locating a specific item in Neat? - Learn how to use our advanced search functionality to help you find what you need
Need to collect an item's ID for a support case? - Check out this article for step-by-step instructions
Organizing your items can be time-consuming - Learn how to edit multiple items in bulk to make organizing even easier!
Learn all about Neat's multi-account user access feature by reviewing our most frequently asked questions
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.
In Neat, journal entries allow you to set and adjust starting balances, record depreciation and amortization, and make adjusting entries.
Check out the list of FAQs and How-Tos below to learn all about transaction itemization in Neat!
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…
The introduction of reconciliation 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!
Neat currently supports the United States (USD) and Canada (CAD) as currency options. Learn how to set your currency here
Not sure where to find the Inbox? Having trouble finding newly uploaded items in Neat? - Learn all about the Needs Review section here!
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 connect multiple Neat accounts to QuickBooks Desktop accounts
Getting started? - Check out our list of onboarding tasks to make sure you get the most out of Neat
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 "2.2.207"…
Start collaborating! Learn how to share your Neat account and all your Neat data with other users
Having trouble with a connection from one of your streamed accounts? - Learn more about connection issues and statuses here!
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.
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!
Have an item stuck in processing? - Check out this article to learn about processing items in Neat
Got the error message 'your document plan limit has been reached'? - Check out this article for more information about that
Unleash your data using Neat's various reporting tools and types. See how to 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…
Start collaborating! Learn how to share specific folders in Neat with other users
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! FAQs. Quick guide to getting started with NeatFiles. What…
Check out the list of FAQs and How-Tos to learn all about transaction matching in Neat!
Create expense reports, tax category reports, and spending reports within the Transactions grid in Neat. Once created, it will be added to your library and you can download your report to share it with anyone who may need to view it for accounting or record keeping purposes.
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 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.
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.
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.