Neat Downloads

Business Profile in Neat

Getting Started - Managing Finances in Neat

File Cabinet Reporting in Neat

Vendor Mapping

Onboarding Checklist

Searching in Neat

Collecting an Item ID in Neat

Email-In Feature in Neat

Assets and Liabilities in Neat

Sign-In Options

Logging into Neat

Invoicing - Online Payments

Keyboard Shortcuts

Manage Grid Columns in Neat

Transactions in Neat

Transaction Streaming Connection Errors

Filtering in Neat

Neat Plan FAQ

Folder Management in Neat

File Fields & Categories in Neat

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

Neat Trial FAQ

Invoicing - Payments

Updating your Log In Email Address

Sharing Folders in Neat

Items Stuck Processing in Neat

NeatFiles FAQ

Invoicing Basics in Neat

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

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

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

Currencies & Amounts in Neat

Multi-Account User Access

Bulk Edit in Neat

Demo Data in Neat

How to Pay your Invoice sent from Neat

My Categories

Items & Item Management in Neat

Biometric Sign-in

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

File Cabinet in the Neat Mobile App

Neat Desktop App and retired versions of Mac OS

Neat Desktop App - Red Exclamation Point when Scanning or Uploading

Neat Scanners and Mac OS Sonoma

Install the Neat Desktop Application

Neat Desktop Application FAQ

NEW! Neat Desktop Application

Print to Neat - Windows

Neat Desktop Application - Combine or Separate Items After Scanning

Troubleshooting "Error uploading. Retrying in 60 seconds."

How to Scan to Neat via ScanSnap Home

Troubleshooting "Scanner Not Connected" Message

Neat Desktop Application - Error Checking Default Scan Path

Improving Image Quality on Neat Scanners

Resolving Neat Driver Install not Proceeding - Windows

Print to Neat - Mac

Neat Scanners and Mac OS Ventura

Install Neat Scan Utility for the Desktop

Neat Scan Utility FAQ

Kodak ScanMate i940

Certified 3rd Party Scanners

Scan with 3rd Party Scanners

How to Scan and Import to Neat via ScanSnap Home

ScanSnap S1100

ScanSnap S1300

ScanSnap iX1500

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

Manually Adding Neat to ScanSnap Manager

Adjusting Scan Settings in ScanSnap Manager

ScanSnap iX500

TWAIN Support for Neat Scanners

Panasonic KV-S1015C

Panasonic KV-S1026C

Panasonic KV-S1046C

Panasonic KV-S1065C

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 iX100

Kodak ScanMate i1150WN

Canon P-208II

Canon DR-C225

Brother DS-920DW

Canon DR-M160II

Canon DR-F120

Canon DR-M260

Canon DR-C240

Canon P-215II

Make a Payment

Billing Partner Portal

Update Credit Card

Cancel Neat Cloud Subscription

Update your Account Information with the Self Service Portal

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

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

End of Support for Legacy Desktop Software

How to Clear your DNS Cache

Legacy Live Support

Neat Sync Login Message

Scanner Accessories

Retired Desktop Software Options

Red 'Error' Message in Neat Legacy Software

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 your Files Into Neat

Getting Starting with Neat Invoicing

Known Issues - Neat Status Page