Neat Downloads

Invoicing Basics in Neat

Transactions in Neat

Business Profile in Neat

Transaction Streaming Connection Errors

Cash on Hand

Import Items into Neat

Suggested Transaction Matching in Neat

User Profile in Neat

Insights in Neat

Mileage in Neat

Starting Balances in Neat

Collecting an Item ID in Neat

Accounting Reporting

Where Do My Scanned Items Go? - Needs Review Overview

Adjustments in Neat

Your document plan limit has been reached

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

List Management in Neat

Files in Neat

Monthly Review

Export Items from Neat

Image Management & Printing in Neat

Sign-In Options

File Cabinet Reporting in Neat

Assets and Liabilities in Neat

Email-In Feature in Neat

Invoicing - Online Payments

Items Stuck Processing in Neat

Account Settings in Neat

Emailing Items from Neat

Split Transactions in Neat

Sign In with Google

Combine and Separate Items in Neat

Sharing Accounts in Neat

Logging into Neat

Sharing Folders in Neat

Currencies & Amounts in Neat

Searching in Neat

Multi-Account User Access

Neat Trial FAQ

NeatFiles FAQ

Neat Plan FAQ

File Fields & Categories in Neat

Folder Management in Neat

Invoicing - Payments

Bulk Edit in Neat

Keyboard Shortcuts

Demo Data in Neat

How to Pay your Invoice sent from Neat

My Categories

Items & Item Management in Neat

Getting Started - Managing Finances in Neat

Vendor Mapping

Onboarding Checklist

Manage Grid Columns in Neat

Filtering in Neat

Updating your Log In Email Address

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

Transactions in the Neat Mobile App

Invoicing in the Neat Mobile App

Capture Items with the Neat Mobile App

Neat Mobile App - Forgot Password / Reset Password

Mobile Monthly Review Experience

Searching in the Neat Mobile App

Troubleshoot Google Sign-In Issues

Accessing the Neat Web App on a Mobile Device

Change System Default Settings in the Neat Mobile App

Neat Mobile App Overview

Mobile Subscriptions

Biometric Sign-in

File Cabinet in the Neat Mobile App

NEW! Neat Desktop Application

Neat Scanners and Mac OS Sonoma

Neat Scanners and Mac OS Ventura

Print to Neat - Windows

Neat Scan Utility - Combine or Separate Items After Scanning

Print to Neat - Mac

Troubleshooting "Error uploading. Retrying in 60 seconds."

Neat Scan Utility - Error Checking Default Scan Path

Improving Image Quality on Neat Scanners

Neat Scan Utility - Sending Multiple Items to Neat

Install Neat Scan Utility for the Desktop

Troubleshooting "Scanner Not Connected" Message

Neat Scan Utility FAQ

How to Scan to Neat via ScanSnap Home

Windows - Resolving Neat Driver Install not Proceeding

Certified 3rd Party Scanners

TWAIN Support for Neat Scanners

Panasonic KV-S1015C

Panasonic KV-S1026C

Panasonic KV-S1046C

Panasonic KV-S1065C

How to Scan and Import to Neat via ScanSnap Home

How to Scan to PDF and Import to Neat Using ScanSnap Manager

Manually Adding Neat to ScanSnap Manager

Adjusting Scan Settings in ScanSnap Manager

Brother ADS-1500W

Raven Original and Pro Scanners

Ambir ImageScan Pro 490i

Ambir ImageScan Pro 820ix

Ambir Travel Scan Pro (PS600-2 & PS600-3)

Scan with ScanSnap Scanners to Neat

ScanSnap iX500

ScanSnap iX100

ScanSnap S1300

ScanSnap iX1500

ScanSnap S1100

Kodak ScanMate i1150WN

Kodak ScanMate i940

Canon P-208II

Canon DR-C225

Brother DS-920DW

Canon DR-M160II

Canon DR-F120

Canon DR-M260

Canon DR-C240

Canon P-215II

Scan with 3rd Party Scanners

Make a Payment

Cancel Neat Cloud Subscription

Manage your Account with the Neat Self Service Portal

Collecting Logs from Neat's Self Service Portal

Meeting Electronic Document Requirements for the IRS

Is Neat Cloud Service HIPAA Compliant?

Remote Assistance

Opting In or Out of Neat Emails

Account Partially Set Up

Neat Hardware Exit

Remote Support Connection Guide

Neat Ecosystem FAQs

Delete your Neat Account & Account Data

Billing Partner Portal

Update your Account Information with the Self Service Portal

Update Credit Card

VISA Return Authorization Mandate

Manage your Subscription

How to Open a Chat with a Support Agent

What is this charge?

I Didn't Authorize this Charge - Terms & Conditions

Contact Neat Support Team

Login Issues / Locked Account - Reset your Password

Windows - How to Create a Screenshot

Windows - Show Hidden Folders

Mac - USB-C Connection

Windows - Set File Permissions

Mac - How to Create a Screenshot

Getting Starting with Neat Invoicing

Getting your Files Into Neat

Known Issues - Neat Status Page