Neat Downloads

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

Starting Balances in Neat

Transactions in Neat

Suggested Transaction Matching in Neat

Searching 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

Image Management & Printing in Neat

Accounting Reporting

Account Settings in Neat

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 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 Scanners and Mac OS Sonoma

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 and retired versions of Mac OS

Neat Desktop App - Red Exclamation Point when Scanning or Uploading

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

Neat Scan Utility FAQ

Install Neat Scan Utility for the Desktop

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

Raven Original and Pro Scanners

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

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

Manage your Account with the Neat Self Service Portal

Mac - USB-C Connection

Windows - How to Create a Screenshot

Windows - Show Hidden Folders

Mac - How to Create a Screenshot

Windows - Set File Permissions

Getting your Files Into Neat

Getting Starting with Neat Invoicing

Known Issues - Neat Status Page