Downloads
Neat - The Neat Experience!
Searching in Neat
Image Management & Printing in Neat
Account Settings in Neat
Suggested Transaction Matching in Neat
Starting Balances in Neat
Your document plan limit has been reached
Invoicing Basics in Neat
Multi-Account User Access
User Profile in Neat
Error: The API version does not match the Worker version.
Mileage in Neat
Insights in Neat
Transactions in Neat
Import Items into Neat
Adjustments in Neat
Monthly Review
Cash on Hand
Where Do My Scanned Items Go? - Needs Review Overview
Items Stuck Processing in Neat
Files in Neat
Items & Item Management in Neat
Export Items from Neat
NeatFiles FAQ
Combine and Separate Items in Neat
Sharing Accounts in Neat
Sign In with Google
My Categories
Split Transactions in Neat
Demo Data in Neat
Keyboard Shortcuts
Currencies & Amounts in Neat
Smart Categorization
Emailing Items from Neat
Accounting Reporting
Top Neat FAQs
Invoicing - Payments
Export Data to Quicken
Export Data to TurboTax
Export Data to H&R Block
Bulk Edit in Neat
List Management in Neat
Logging into Neat
Business Profile in Neat
Getting Started - Managing Finances in Neat
File Cabinet Reporting in Neat
Vendor Mapping
Onboarding Checklist
Collecting an Item ID in Neat
Email-In Feature in Neat
Assets and Liabilities in Neat
Sign-In Options
Invoicing - Online Payments
Manage Grid Columns in Neat
Transaction Streaming Connection Errors
Filtering in Neat
Folder Management in Neat
File Fields & Categories in Neat
Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App
Neat Trial FAQ
Updating your Log In Email Address
Sharing Folders in Neat
Neat Mobile App
Neat Mobile App Overview
Change System Default Settings in the Neat Mobile App
Transactions in the Neat Mobile App
Accessing the Neat Web App on a Mobile Device
Searching in the Neat Mobile App
Troubleshoot Google Sign-In Issues
Capture Items with the Neat Mobile App
File Cabinet in the Neat Mobile App
Mobile Monthly Review Experience
Invoicing in the Neat Mobile App
Mobile Subscriptions
Neat Mobile App - Forgot Password / Reset Password
Biometric Sign-in
Neat Desktop Application
Troubleshooting "Error uploading. Retrying in 60 seconds."
Neat Desktop Application - Combine or Separate Items After Scanning
Neat Scanners and Mac OS Sonoma
Neat Desktop App and retired versions of Mac OS
How to Scan to Neat via ScanSnap Home
Troubleshooting "Scanner Not Connected" Message
Resolving Neat Driver Install not Proceeding - Windows
Improving Image Quality on Neat Scanners
Neat Desktop Application - Error Checking Default Scan Path
Print to Neat - Windows
Beta Mac Drivers for Neat Scanners
Neat Scanners and Mac OS Ventura
Print to Neat - Mac
Neat Desktop Application FAQ
NEW! Neat Desktop Application
Install the Neat Desktop Application
Neat Desktop App - Red Exclamation Point when Scanning or Uploading
Neat Scan Utility
3rd Party Scanners
Adjusting Scan Settings in ScanSnap Manager
Manually Adding Neat to ScanSnap Manager
ScanSnap iX500
ScanSnap iX1500
ScanSnap S1100
ScanSnap S1300
How to Scan to PDF and Import to Neat Using ScanSnap Manager
How to Scan and Import to Neat via ScanSnap Home
Scan with 3rd Party Scanners
Raven Original and Pro Scanners
Scan with ScanSnap Scanners to Neat
ScanSnap iX100
Canon DR-C240
Canon P-208II
Canon DR-M260
Canon DR-F120
Canon DR-C225
Canon DR-M160II
Canon P-215II
Brother DS-920DW
Brother ADS-1500W
Panasonic KV-S1065C
Panasonic KV-S1046C
Panasonic KV-S1026C
Panasonic KV-S1015C
Ambir Travel Scan Pro (PS600-2 & PS600-3)
Ambir ImageScan Pro 820ix
Ambir ImageScan Pro 490i
Kodak ScanMate i1150WN
TWAIN Support for Neat Scanners
Kodak ScanMate i940
Certified 3rd Party Scanners
Integrations
Customer Service
Manage your Account with the Neat Self Service Portal
Collecting Logs from Neat's Self Service Portal
How to Open a Chat with a Support Agent
Manage your Subscription
Delete your Neat Account & Account Data
Update your Account Information with the Self Service Portal
Neat Hardware Exit
Meeting Electronic Document Requirements for the IRS
I Didn't Authorize this Charge - Terms & Conditions
VISA Return Authorization Mandate
What is this charge?
Account Partially Set Up
Is Neat Cloud Service HIPAA Compliant?
Remote Support Connection Guide
Remote Assistance
Opting In or Out of Neat Emails
Neat Ecosystem FAQs
Update Credit Card
Cancel Neat Cloud Subscription
Contact the Neat Support Team
Login Issues / Locked Account - Reset your Password
Make a Payment
Billing Partner Portal
Retired Products
NeatConnect
NeatConnect: Setting Up WiFi Connection
NeatConnect: Scanning Help
NeatConnect: Factory Reset
NeatConnect: Hardware Specifications
NeatConnect: Items Could Not Be Uploaded
NeatConnect: Touchscreen & Display Issues
NeatConnect: Settings Menu
NeatConnect: Wireless Connection Troubleshooting
NeatConnect: Using Local Access Mode
NeatConnect: Incorrect Username/Password Message when adding Gmail Account
NeatConnect: About the Outbox
NeatConnect: Update Firmware
NeatConnect: Scanning Issues
NeatConnect: Calibration
NeatConnect: Adding Scan Destinations
NeatConnect: Overview
NeatConnect: Scan Directly to Neat Cloud
NeatConnect: Paper Feed Issues
NeatConnect: Add DropBox Account
NeatConnect: Editing Scans on Scanner
NeatConnect: Sending Scans from the Outbox
NeatDesk
NeatDesk: Overview
NeatDesk: Getting Started
NeatDesk: Cleaning Your Scanner
NeatDesk: Calibration
NeatDesk: Paper Feed Issues
NeatReceipt
HP Officejet 8040
All Scanners: Drivers & Troubleshooting
Mac OS 10.14 Mojave: Neat Scanner Driver
Using Your Neat Scanner Without the Neat Software
Neat Scanners: Overview
Mac OS 10.15 Catalina
Mac High Sierra: Scanner is in Use by Other Application
Neat Scanner Support
Mac: Reinstalling Scanner Drivers in Neat
Windows: Reinstalling Scanner Drivers
Windows: Reinstalling Scanner Drivers with MS Fixit
Mac: Testing Image Quality in Image Capture
Migration Assistance Articles
Mac: Export to PDF Guide
Backup Guide - Migration Tool (Mac)
What is my Neat Cloud Username? - Migration Tool (Windows)
Recover Neat Legacy Data in Mac
Neat Smart Organization System - Recreate Folder Structure for Migration
Migrate from Legacy to the New Neat Experience
Windows Legacy: Obtaining Error Log
Legacy for Windows - BackUp Guide
Before you Sync (Windows)
Windows: Export to PDF Guide
Windows: Error 137
Neat Sync Login Message
Retired Desktop Software Options
Legacy Live Support
Scanner Accessories
Red 'Error' Message in Neat Legacy Software
How to Clear your DNS Cache
End of Support for Legacy Desktop Software
Miscellaneous Technical How-Tos
Mac - USB-C Connection
Windows - How to Create a Screenshot
Windows - Show Hidden Folders
Mac - How to Create a Screenshot
Windows - Set File Permissions
Video Center
Neat Status Page
All Categories > Integrations > QuickBooks Online > QuickBooks Categories & Neat
Below are some charts to help you understand the difference between QuickBooks categories and Neat categories.
