Neat Download Center

Spending & Tax Reporting in Neat

Reporting Overview in Neat

Starting Balances in Neat

Insights in Neat

Monthly Review

Export Data to TurboTax

Items Stuck Processing in Neat (Spinning Circles)

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

Searching in Neat

Folder Management in Neat

Where Do My Scanned Items Go? - Needs Review Overview

Export Data to Quicken

Windows 10 End of Support

Export Data to H&R Block

Collecting an Item ID in Neat

Splitting Receipts in Neat

Items & Item Management 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

Create Manual Accounts and Adjustments

Suggested Transaction Matching in Neat

Export Items from Neat

Currencies & Amounts in Neat

Tax Categories in Neat

Mark Bills and Invoices as Paid

Multi-Account User Access

Business Profile in Neat

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

Top Neat FAQs

Account Settings in Neat

Your document plan limit has been reached

Logging into Neat

Neat Trial FAQ

Sharing Folders in Neat

Sign In with Google

Vendor Mapping

Keyboard Shortcuts

My Categories

Getting Started - Managing Finances in Neat

Demo Data in Neat

Transaction Streaming Connection Errors

Filtering in Neat

Email-In Feature in Neat

Transactions in Neat

Sign-In Options

Bulk Edit in Neat

List Management in Neat

Assets and Liabilities in Neat

Emailing Items from Neat

Manage Grid Columns in Neat

Cash on Hand

Adjustments in Neat

Split Transactions in Neat

Mileage in Neat

Combine, Separate, and Reorder Pages in Neat

Financial Reporting in Neat

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

Neat Mobile App Overview

Transactions in the Neat Mobile App

NEW! Neat Desktop Application

Neat Scanners and Mac OS Sonoma

Neat Scanners and Mac OS Ventura

Install the Neat Desktop Application

Neat Desktop Application FAQ

Print to Neat - Windows

Neat Desktop App - Red Exclamation Point when Scanning or Uploading

How to Scan to Neat via ScanSnap Home

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 Desktop App and retired versions of Mac OS

Neat Desktop Application - Error Checking Default Scan Path

Resolving Neat Driver Install not Proceeding - Windows

Troubleshooting "Scanner Not Connected" Message

Improving Image Quality on Neat Scanners

ScanSnap S1300

ScanSnap iX2500

Scan with 3rd Party Scanners

ScanSnap iX1600

ScanSnap iX1500

ScanSnap iX500

Raven Original and Pro Scanners

Canon P-208II

Canon P-215II

Canon DR-M260

Canon DR-M160II

Canon DR-F120

Canon DR-C240

Canon DR-C225

Ambir ImageScan Pro 820ix

TWAIN Support for Neat Scanners

ScanSnap iX100

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

Ambir ImageScan Pro 490i

Kodak ScanMate i940

Panasonic KV-S1026C

Panasonic KV-S1046C

Panasonic KV-S1015C

Scan with ScanSnap Scanners to Neat

Panasonic KV-S1065C

Brother ADS-1500W

Brother DS-920DW

Kodak ScanMate i1150WN

Certified 3rd Party Scanners

How to Scan and Import to Neat via ScanSnap Home

ScanSnap S1100

Login Issues / Locked Account - Reset your Password

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

Manage your Subscription

Remote Assistance

Cancel Neat Cloud Subscription

Update your Account Information with the Self Service Portal

Make a Payment

Delete your Neat Account & Account Data

Neat Hardware Exit

Opting In or Out of Neat Emails

Remote Support Connection Guide

Billing Partner Portal

Collecting Logs from Neat's Self Service Portal

Meeting Electronic Document Requirements for the IRS

What is this charge?

Update Credit Card

Browser or Network Connection Troubleshooting

Contact the Neat Support Team

Neat Ecosystem FAQs

Manage your Account with the Neat Self Service Portal

Neat Sync Login Message

How to Clear your DNS Cache

Red 'Error' Message in Neat Legacy Software

Retired Desktop Software Options

End of Support for Legacy Desktop Software

Scanner Accessories

Legacy Live Support

Analysis Failed: Failed to run NSDK3 successfully

Windows - Show Hidden Folders

Mac - How to Create a Screenshot

Windows - How to Create a Screenshot

Mac - USB-C Connection

Windows - Set File Permissions

Getting Started with Neat Invoicing

Getting your Files Into Neat

Known Issues

Neat Status Page