Neat - The Neat Experience!
Get Started with NeatBooks
Sharing Folders in Neat
Items & Item Management in Neat
Filtering in Neat
My Categories
Files in Neat
Adjustments in Neat
Onboarding Checklist
Folder Management in Neat
Transactions in Neat
Sharing Accounts in Neat
Assets and Liabilities in Neat
User Settings in Neat
Updating your Log In Email Address
Account Settings in Neat
Email-In Feature in Neat
Invoicing Basics in Neat
Books Monthly Review
Insights in Neat
Mileage in Neat
Import Items into Neat
Cash on Hand
Transaction Streaming Connection Errors
Combine and Separate Items in Neat
Bulk Edit in Neat
Starting Balances in Neat
Transaction Itemization in Neat
Business Profile in Neat
Classic Reporting in Neat
Emailing Items from Neat
Searching in Neat
How to Pay your Invoice sent from Neat
Accounting Reporting
Where Do My Scanned Items Go? - Needs Review Overview
NeatBooks FAQ
NeatFiles FAQ
Suggested Transaction Matching in Neat
Connecting Multiple Neat Accounts to QuickBooks Desktop in Neat
Invoicing - Payments
Items Stuck Processing in Neat
Error: The API version does not match the Worker version.
Invoicing - Online Payments
NeatInvoices Plan
Export Items from Neat
Sign-In Options
Logging into Neat
Vendor Mapping
Collecting an Item ID in Neat
Set Currency in Neat
Image Management & Printing in Neat
Your document plan limit has been reached
Sign In with Google
Basic Troubleshooting
Manage Grid Columns in Neat
Neat Trial FAQ
Multi-Account User Access
NeatMobile App
Invoicing in the Neat Mobile App
New Neat Mobile App Overview
Change System Default Settings in the Neat Mobile App
Searching in the Neat Mobile App
Mobile Reconciliation Experience
Transactions in the Neat Mobile App
New Neat Mobile App - Access Cabinet Folders and Files
Forgot Password / Reset Password
Capture Items with the Neat Mobile App
Accessing the Neat Web App on a Mobile Device
New Neat Mobile App
Troubleshoot Google Sign-In Issues
Downloads
Neat Scan Utility
Neat Scan Utility FAQ
Neat and macOS 12 Monterey
Neat Scan Utility - Sending Multiple Items to Neat
Troubleshooting "Error uploading. Retrying in 60 seconds."
Windows - Resolving Neat Driver Install not Proceeding
Troubleshooting "Scanner Not Connected" Message
Neat Scan Utility - Error Checking Default Scan Path
Neat Scan Utility - Combine or Separate Items After Scanning
Install Neat Scan Utility for the Desktop
Improving Image Quality on Neat Scanners
How to Scan to Neat via ScanSnap Home
3rd Party Scanners
Ambir Travel Scan Pro (PS600-2 & PS600-3)
Fujitsu Eko Scanner with Neat Home Office Software
Certified 3rd Party Scanners
Scan with 3rd Party Scanners
Raven Pro
ScanSnap iX100
ScanSnap iX500
Fujitsu ScanSnap S1300
Fujitsu ScanSnap S1100
Fujitsu fi-7160
Canon DR-C240
Kodak ScanMate i1150WN
Kodak ScanMate i940
Canon P-208II
Canon DR-M260
Canon DR-M160II
Canon DR-F120
Canon DR-C225
Ambir ImageScan Pro 820ix
Ambir ImageScan Pro 490i
Brother DS-920DW
Brother ADS-1500W
Panasonic KV-S1065C
Panasonic KV-S1046C
Panasonic KV-S1026C
Panasonic KV-S1015C
Canon P-215II
Manually Adding Neat to ScanSnap Manager
ScanSnap iX1500
Adjusting Scan Settings in ScanSnap Manager
How to Scan to PDF and Import to Neat Using ScanSnap Manager
How to Scan and Import to Neat via ScanSnap Home
TWAIN Support for Neat Scanners
Integrations
QuickBooks Desktop
Connect Multiple Neat Accounts to One QuickBooks Desktop Token in Neat
Integrate QuickBooks Desktop
Items Previously Exported to QuickBooks Display as 'Locked' Files
QuickBooks Categories & Neat
Unable to Send to QuickBooks Desktop
QuickBooks Online & QuickBooks Desktop
QuickBooks Online
Campaign Monitor
Constant Contact
Google Contacts
MailChimp
Outlook.com
Customer Service
Manage your Account with the Neat Self Service Portal
Confirm Payment
Cancel Neat Cloud Subscription
Billing Partner Portal
View Your Neat Invoice in the Self Service Portal
Update your Account Information with the Self Service Portal
Update Credit Card
VISA Return Authorization Mandate
What is this charge?
Neat Hardware Exit
Remote Support Connection Guide
Login Issues - Reset your Password
Neat Ecosystem FAQs
How to Open a Chat with a Support Agent
Contact Neat Support Team
Account Partially Set Up
I Didn't Authorize this Charge - Terms & Conditions
Collecting Logs from Neat's Self Service Portal
Neat Basic Plan
Opting In or Out of Neat Emails
Remote Assistance
Extend Payment/Bill Date
Is Neat Cloud Service HIPAA Compliant?
Meeting Electronic Document Requirements for the IRS
Make a Payment
FTP-Agreement
Neat Smart Organization System
Create a Local Backup in the Neat Smart Organization System
New Neat Experience vs. Desktop Application
Neat Smart Organization System - Integrate QuickBooks Desktop
End of Support for Neat Smart Organization System
Neat Smart Organization System - Reanalyze Image
Neat Smart Organization System - Integrate Outlook.com
Neat Smart Organization System - Remove Neat as an Integrated Application from QuickBooks Desktop
Neat Smart Organization System - Integrate Campaign Monitor
Neat Smart Organization System - Send a Contact to Outlook Contacts
Neat Smart Organization System - Delete Any Page in a Scan Before Processing
Neat Smart Organization System - Send an Expense Report to QuickBooks Online
Neat Smart Organization System - Export to H&R Block
Neat Smart Organization System - Adding Multiple Quickbooks Desktop Connections
Import PDFs into the Neat Smart Organization System
Neat Smart Organization System - How to Manage QuickBooks Desktop Connections
Neat Smart Organization System - Disconnect from QuickBooks Desktop
Neat Smart Organization System - Adjust Image Preview Setting for Scanning
Neat Smart Organization System - Create a Tax Category Report
Neat Smart Organization System - Create a Sales Tax Report
Neat Smart Organization System - Create a Spending Detail Report
Neat Smart Organization System - Create A Spending Summary Report
Neat Smart Organization System - Change Folder Destination Before Processing
Neat Smart Organization System - Folder Location Dropdown Feature
Neat Smart Organization System - Scan Directly to the Neat Cloud
Neat Smart Organization System - Create a Multi-Conditional Search
Neat Smart Organization System - Create a New Item
Neat Smart Organization System - Create an Expense Report
Neat Smart Organization System - Crop an Image Before Processing
Neat Smart Organization System - Expand a Folder
Neat Smart Organization System - Scan When Offline
Neat Smart Organization System - Rotate an Image
Neat Smart Organization System - Set Item Classification for Imports
Neat Smart Organization System - Set Item Type for Scanning
Neat Smart Organization System - Set Scan Color Mode
Neat Smart Organization System - Use Filters to Find Items in your Database
Neat Smart Organization System - NeatImageCaptureWrapper has stopped working
Neat Smart Organization System - Change Item Type
Neat Smart Organization System - Rescan an Image Before Processing
Neat Smart Organization System - Add Additional Pages to a Scan Before Processing
Neat Smart Organization System and Windows Touch Screen
Neat Smart Organization System - Emailing Items
Neat Smart Organization System - Sorting Items
Neat Smart Organization System - Define Location of Offline Storage
Neat Smart Organization System - Print an Image
Neat Smart Organization System - Re-Order Pages Before Processing
Neat Smart Organization System - Save an Expense Report as CSV File
Neat Smart Organization System - Select Multiple Items to Import
Neat Smart Organization System - Scan & Select from Multiple Connected Scanners
Neat Smart Organization System - Set Single or Double-Sided Scan Mode
Neat Smart Organization System - Software Keyboard Shortcuts
Neat Smart Organization System - Adjusting Auto-Crop Sensitivity Values
Add/Remove Grid Columns in Neat Smart Organization System
Import Images into the Neat Smart Organization System
Neat Smart Organization System - Restore your Database from the Cloud
Import PDFs into the Neat Smart Organization System
Neat Smart Organization System - Items Stuck in Processing
Unable to Process Error in Neat Smart Organization System
Zoom In or Out of an Image in the Neat Smart Organization System
Neat Smart Organization System - Scan Directly to your Computer Hard Drive
Neat Smart Organization System - Set Separate or Combined Scanning Mode Before Processing
Create Folders and Sub-Folders in the Neat Smart Organization System
Move an Item Using the Neat Smart Organization System
Import Images into the Neat Smart Organization System
Export to PDF in the Neat Smart Organization System
Export to CSV in the Neat Smart Organization System
Export to Excel in the Neat Smart Organization System
Export Selected Date Range in the Neat Smart Organization System
Drag and Drop Files into the Neat Smart Organization System
Delete an Item using the Neat Smart Organization System
Delete a Folder using the Neat Smart Organization System
Create Folders and Sub-Folders in the Neat Smart Organization System
Configure Date Format in the Neat Smart Organization System
Access Multiple Neat Accounts in the Neat Smart Organization System
Export Selected Items in the Neat Smart Organization System
Rename a Folder using the Neat Smart Organization System
Neat Smart Organization System - Save an Expense Report as PDF
Neat Smart Organization System - Scan with a Neat Scanner
Scan Settings in the Neat Smart Organization System
Neat Smart Organization System - Access Local PDFs of all Neat Cloud Images Offline
Neat Smart Organization System - View Items Offline
Neat Smart Organization System - System Account Settings
Neat Smart Organization System - Delete a Vendor
Neat Smart Organization System - Revoking Shared Folders
Neat Smart Organization System - Export to Turbo Tax
Neat Smart Organization System - Import Quicken Accounts
Neat Smart Organization System - Select Tax Category for Export to Turbo Tax
Neat Smart Organization System - Select Date Range for Export to Turbo Tax
Neat Smart Organization System - Map Data to QuickBooks Desktop
Neat Smart Organization System - Send a Contact to MailChimp
Neat Smart Organization System - Send a Contact to Constant Contact
Neat Smart Organization System - Send a Contact to Google Contacts
Neat Smart Organization System - Adding Account Numbers to Invoices
Neat Smart Organization System - Send a Contact to Campaign Monitor
Neat Smart Organization System - Move a Folder
Neat Smart Organization System - Search for Items Across All Data
Neat Smart Organization System - Set Currency
Neat Smart Organization System - QuickBooks Online Export 'Unable to Send' Error
Neat Smart Organization System - Integrate Google Contacts
Neat Smart Organization System - Export to Quicken
Neat Smart Organization System - Integrate MailChimp
Neat Smart Organization System - Integrate Constant Contact
Neat Smart Organization System - Mapping Data QuickBooks Online
Neat Smart Organization System - Modify Item Images Overview
Neat Smart Organization System - Connect Neat & QuickBooks Online
Neat Smart Organization System - Send an Invoice QuickBooks Online
Neat Smart Organization System - Export Receipts to QuickBooks Online
Neat Smart Organization System - Export Receipts to QuickBooks Desktop
Neat Smart Organization System - Share Folders
Missing images in Neat Smart Organization System and Windows 10
Neat Smart Organization System - Map Data to QuickBooks Online
Retired Products
NeatConnect
NeatConnect: Calibration
NeatConnect: Incorrect Username/Password Message when adding Gmail Account
NeatConnect: Scanning Help
NeatConnect: Factory Reset
NeatConnect: Update Firmware
NeatConnect: Paper Feed Issues
NeatConnect: Scan Directly to Neat Cloud
NeatConnect: About the Outbox
NeatConnect: Sending Scans from the Outbox
NeatConnect: Scanning Issues
NeatConnect: Settings Menu
NeatConnect: Editing Scans on Scanner
NeatConnect: Items Could Not Be Uploaded
NeatConnect: Touchscreen & Display Issues
NeatConnect: Using Local Access Mode
NeatConnect: Adding Scan Destinations
NeatConnect: Setting Up WiFi Connection
NeatConnect: Add DropBox Account
NeatConnect: Hardware Specifications
NeatConnect: Overview
NeatConnect: Wireless Connection Troubleshooting
NeatDesk
NeatDesk: Calibration
NeatDesk: Getting Started
NeatDesk: Cleaning Your Scanner
NeatDesk: Paper Feed Issues
NeatDesk: Overview
NeatReceipt
HP Officejet 8040
HP Officejet 8040: File your Neat Cabinet
HP Officejet 8040 Retirement
HP Officejet 8040: Getting Started
HP Officejet 8040 Users: Set your Neat Password & Login
HP Officejet 8040: Activation
All Scanners: Drivers & Troubleshooting
Windows: Reinstalling Scanner Drivers with MS Fixit
Mac OS 10.14 Mojave: Neat Scanner Driver
Neat Scanner Support
Neat Scanners: Overview
Neat Scanners: Troubleshoot Calibration Issues
Mac: Testing Image Quality in Image Capture
Mac High Sierra: Scanner is in Use by Other Application
Mac: Reinstalling Scanner Drivers in Neat
Using Your Neat Scanner Without the Neat Software
Windows: Reinstalling Scanner Drivers
Scanners FAQ
Mac OS 10.15 Catalina
Migration Assistance Articles
Neat Smart Organization System - Recreate Folder Structure for Migration
Legacy for Windows - BackUp Guide
Backup Guide - Migration Tool (Mac)
What is my Neat Cloud Username? - Migration Tool (Windows)
Before you Sync (Windows)
Windows Legacy: Obtaining Error Log
Windows: Export to PDF Guide
Mac: Export to PDF Guide
Windows: Error 137
Migrate from Legacy to the New Neat Experience
Mac: Recover Neat Legacy Data in Catalina
Scanner Accessories
Red 'Error' Message in Neat Legacy Software
Legacy Live Support
How to Clear your DNS Cache
Neat Sync Login Message
End of Support for Legacy Desktop Software
Retired Desktop Software Options
Neat Scanner/Software Bundles & Retail Software PINs
Miscellaneous Technical How-Tos
Mac - USB-C Connection
Windows - How to Create a Screenshot
Windows - Set File Permissions
Windows - Show Hidden Folders
Mac - How to Create a Screenshot
Misc.
All Categories > Integrations > QuickBooks Desktop > QuickBooks Categories & Neat
Below are some charts to help you understand the difference between QuickBooks categories and Neat categories.
