Onboarding

Download Neat Scanner Drivers for Windows or Mac

Neat Download Center

Essential Knowledge for Storing and Managing Documents in Neat

Getting Started Checklist for Storing and Managing Documents in Neat

Getting Started Checklist for Storing and Managing Receipts and Expenses in Neat

Essential Knowledge for Storing and Managing Receipts and Expenses in Neat

Essential Knowledge for Doing Your Taxes in Neat

Getting Started Checklist for Doing Your Taxes in Neat

Neat vs. Google Drive: The Best Way to Organize Your Digital Documents

VIDEO | Getting Started with Neat - Everything You Need to Know

Top Neat FAQs

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

Manage Grid Columns in Neat

Combine, Separate, and Reorder Pages in Neat

Splitting Receipts in Neat

Where Do My Scanned Items Go? - Needs Review Overview

Cash on Hand

Items Stuck Processing in Neat (Spinning Circles)

Searching in Neat

Folder Management in Neat

Sharing Folders in Neat

Split Transactions in Neat

Adjustments in Neat

Emailing Items from Neat

Items & Item Management in Neat

List Management in Neat

Spending & Tax Reporting in Neat

Financial Reporting in Neat

Mileage in Neat

New Beta Search Experience

Create Manual Accounts and Adjustments

Transactions in Neat

Archiving Data in the File Cabinet

My Categories

Tax Categories in Neat

Mark Bills and Invoices as Paid

Reporting Overview in Neat

Starting Balances in Neat

Insights in Neat

Monthly Review

Export Data to TurboTax

Payables Reporting in Neat

Receivables Reporting in Neat

User Profile in Neat

Updating your Login Email Address

Image Management & Printing in Neat

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

Files in Neat

Export Data to Quicken

Windows 10 End of Support

Export Data to H&R Block

Collecting an Item ID in Neat

Sharing Accounts in Neat

Smart Categorization

Importing Customer, Product, and Service Lists to Neat Invoicing

Invoicing Basics in Neat

Import Items into Neat

Suggested Transaction Matching in Neat

Export Items from Neat

Currencies & Amounts in Neat

Multi-Account User Access

Business Profile in Neat

Account Settings in Neat

Your document plan limit has been reached

Logging into Neat

Neat Trial FAQ

Vendor Mapping

Keyboard Shortcuts

Getting Started - Managing Finances in Neat

Demo Data in Neat

Transaction Streaming Connection Errors

Filtering in Neat

Email-In Feature in Neat

Sign-In Options

Bulk Edit in Neat

Assets and Liabilities in Neat

Neat Mobile App Overview

Change System Default Settings in the Neat Mobile App

Capture Items with the Neat Mobile App

Invoicing in the Neat Mobile App

Searching in the Neat Mobile App

File Cabinet in the Neat Mobile App

Neat Mobile App - Forgot Password / Reset Password

Mobile Monthly Review Experience

Accessing the Neat Web App on a Mobile Device

Biometric Sign-in

Mobile Subscriptions

Troubleshoot Google Sign-In Issues

Transactions in the Neat Mobile App

Neat Desktop Application FAQ

Install the Neat Desktop Application

Neat Desktop App and retired versions of Mac OS

Troubleshooting "Scanner Not Connected" Message

Scanner Not Detected in Windows 11

Print to Neat - Mac

Neat Desktop Application - Combine or Separate Items After Scanning

Troubleshooting "Error uploading. Retrying in 60 seconds."

Neat Scanners and Mac OS Sonoma

Neat Desktop Application - Error Checking Default Scan Path

Resolving Neat Driver Install not Proceeding - Windows

Improving Image Quality on Neat Scanners

Neat Scanners and Mac OS Ventura

Print to Neat - Windows

Neat Desktop App - Red Exclamation Point when Scanning or Uploading

How to Scan to Neat via ScanSnap Home

Certified 3rd Party Scanners

Scan with 3rd Party Scanners

Raven Original and Pro Scanners

ScanSnap S1300

ScanSnap iX100

Kodak ScanMate i1150WN

Kodak ScanMate i940

Panasonic KV-S1015C

Panasonic KV-S1026C

Panasonic KV-S1046C

Ambir ImageScan Pro 490i

Ambir TravelScan Pro (PS600-2 & PS600-3)

Ambir ImageScan Pro 820ix

Canon DR-C240

Canon DR-F120

Canon DR-M160II

Canon DR-M260

Canon P-215II

Canon DR-C225

Canon P-208II

Panasonic KV-S1065C

Brother ADS-1500W

Brother DS-920DW

How to Scan and Import to Neat via ScanSnap Home

ScanSnap iX1600

ScanSnap iX1500

ScanSnap S1100

ScanSnap iX2500

ScanSnap iX500

TWAIN Support for Neat Scanners

Scan with ScanSnap Scanners to Neat

Integrate QuickBooks Online

QuickBooks Categories & Neat

Integrate Campaign Monitor

Integrate Constant Contact

Integrate Google Contacts

Integrate MailChimp

Integrate Outlook.com

Give Us Your Feedback! - Neat Products & Support

Neat Hardware Exit

Update Credit Card

What is this charge?

Browser or Network Connection Troubleshooting

Neat Ecosystem FAQs

Contact the Neat Support Team

Update your Account Information with the Self Service Portal

Make a Payment

Manage your Neat Account & Subscription

Account Partially Set Up

Is Neat Cloud Service HIPAA Compliant?

How to Open a Chat with a Support Agent

I Didn't Authorize this Charge - Terms & Conditions

VISA Return Authorization Mandate

Remote Assistance

Cancel Neat Cloud Subscription

Delete your Neat Account & Account Data

Opting In or Out of Neat Emails

Remote Support Connection Guide

Collecting Logs from Neat's Self Service Portal

Meeting Electronic Document Requirements for the IRS

NeatConnect: Overview

NeatConnect: Add DropBox Account

NeatConnect: Adding Scan Destinations

NeatConnect: About the Outbox

NeatConnect: Calibration

NeatConnect: Factory Reset

NeatConnect: Paper Feed Issues

NeatConnect: Hardware Specifications

NeatConnect: Touchscreen & Display Issues

NeatConnect: Scan Directly to Neat Cloud

NeatConnect: Using Local Access Mode

NeatConnect: Scanning Issues

NeatConnect: Settings Menu

NeatConnect: Items Could Not Be Uploaded

NeatConnect: Update Firmware

NeatConnect: Setting Up WiFi Connection

NeatConnect: Wireless Connection Troubleshooting

NeatConnect: Incorrect Username/Password Message when adding Gmail Account

NeatConnect: Scanning Help

NeatConnect: Sending Scans from the Outbox

NeatConnect: Editing Scans on Scanner

NeatDesk: Getting Started

NeatDesk: Overview

NeatDesk: Calibration

NeatDesk: Cleaning Your Scanner

NeatDesk: Paper Feed Issues

NeatReceipts: Overview

NeatReceipts: Clean Your Scanner

NeatReceipts: Getting Started

HP Officejet 8040: Getting Started

HP Officejet 8040: File your Neat Cabinet

Mac: Reinstalling Scanner Drivers in Neat

Mac High Sierra: Scanner is in Use by Other Application

Mac OS 10.15 Catalina

Mac OS 10.14 Mojave: Neat Scanner Driver

Windows: Reinstalling Scanner Drivers

Using Your Neat Scanner Without the Neat Software

Neat Scanner Support

Neat Scanners: Overview

Mac: Testing Image Quality in Image Capture

Windows: Reinstalling Scanner Drivers with MS Fixit

Before you Sync (Windows)

What is my Neat Cloud Username? - Migration Tool (Windows)

Legacy for Windows - BackUp Guide

Migrate from Legacy to the New Neat Experience

Backup Guide - Migration Tool (Mac)

Mac: Export to PDF Guide

Recover Neat Legacy Data in Mac

Neat Smart Organization System - Recreate Folder Structure for Migration

Windows Legacy: Obtaining Error Log

Windows: Export to PDF Guide

Windows: Error 137

End of Support for Legacy Desktop Software

Scanner Accessories

Red 'Error' Message in Neat Legacy Software

Legacy Live Support

Neat Sync Login Message

How to Clear your DNS Cache

Retired Desktop Software Options

Analysis Failed: Failed to run NSDK3 successfully

Windows - Set File Permissions

Windows - How to Create a Screenshot

Windows - Show Hidden Folders

Mac - How to Create a Screenshot

Mac - USB-C Connection

Getting Started with Neat Invoicing

Getting your Files Into Neat

Known Issues

Neat Status Page

All Categories > Onboarding

8 articles

Subcategories

Store and Manage All Your Documents

Neat gives you one secure, organized place to store, search, and manage your files. Making it faster to find what you need and keeping your documents safe and accessible on the go, so you can stay organized wherever you are.

Store and Manage All Your Receipts and Expenses

Never lose a receipt! Neat makes it effortless to store, track, and organize receipts and expenses in one secure place. Automatically capturing key details, simplifying reporting, and giving you clear visibility into where your money is going.

Do Your Taxes, The Easy Way

Maximize tax deductions and gain peace of mind! Neat simplifies tax time by keeping every receipt, document, and expense organized, searchable, and ready to export, so you can file accurately, avoid missed deductions, and breeze through tax prep with confidence.

Neat vs. Google Drive: The Best Way to Organize Your Digital Documents

Looking for the best way to store and organize receipts, invoices, bills, and other important documents? While Google Drive and your computer's hard drive can store files, Neat is designed specifical…

VIDEO | Getting Started with Neat - Everything You Need to Know

New to Neat? Start here! In this video, we cover the essential knowledge you need to get the most out of Neat and build a system that keeps your files organized and easy to find.

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