Neat Downloads

Onboarding Checklist

User Profile in Neat

Cash on Hand

Sharing Accounts in Neat

Where Do My Scanned Items Go? - Needs Review Overview

Import Items into Neat

My Categories

Monthly Review

Mileage in Neat

Adjustments in Neat

File Cabinet Reporting in Neat

Files in Neat

Your document plan limit has been reached

Export Items from Neat

Combine, Separate, and Reorder Pages in Neat

Error: The API version does not match the Worker version.

Searching in Neat

Image Management & Printing in Neat

Multi-Account User Access

Insights in Neat

Starting Balances in Neat

Accounting Reporting

Business Profile in Neat

List Management in Neat

Assets and Liabilities in Neat

Vendor Mapping

Getting Started - Managing Finances in Neat

Sign-In Options

Transaction Streaming Connection Errors

Folder Management in Neat

Manage Grid Columns in Neat

Sharing Folders in Neat

Sign In with Google

Smart Categorization

Suggested Transaction Matching in Neat

Collecting an Item ID in Neat

Splitting Receipts in Neat

Items & Item Management in Neat

NeatFiles FAQ

Top Neat FAQs

Keyboard Shortcuts

Demo Data in Neat

Currencies & Amounts in Neat

Split Transactions in Neat

Neat Trial FAQ

File Fields & Categories in Neat

Updating your Log In Email Address

Filtering in Neat

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

Email-In Feature in Neat

Emailing Items from Neat

Account Settings in Neat

Logging into Neat

Invoicing Basics in Neat

Mark Bills and Invoices as Paid

Windows 10 End of Support

Bulk Edit in Neat

Transactions in Neat

Items Stuck Processing in Neat

Export Data to Quicken

Export Data to TurboTax

Export Data to H&R Block

Neat Mobile App Overview

Change System Default Settings in the Neat Mobile App

File Cabinet in the Neat Mobile App

Searching in the Neat Mobile App

Invoicing 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

Transactions in the Neat Mobile App

Biometric Sign-in

Capture Items with the Neat Mobile App

Troubleshoot Google Sign-In Issues

Mobile Subscriptions

Neat Scanners and Mac OS Ventura

Scanner Not Detected in Windows 11

Print to Neat - Windows

Print to Neat - Mac

NEW! Neat Desktop Application

Neat Desktop Application FAQ

Beta Mac Drivers for Neat Scanners

Neat Desktop App - Red Exclamation Point when Scanning or Uploading

How to Scan to Neat via ScanSnap Home

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

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

Install the Neat Desktop Application

ScanSnap iX100

Brother ADS-1500W

Ambir ImageScan Pro 490i

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

Canon DR-M160II

Canon DR-C240

Canon P-208II

Canon DR-C225

Canon DR-F120

Canon DR-M260

Canon P-215II

Brother DS-920DW

Panasonic KV-S1046C

Panasonic KV-S1015C

Panasonic KV-S1026C

Panasonic KV-S1065C

Kodak ScanMate i1150WN

Scan with ScanSnap Scanners to Neat

Raven Original and Pro Scanners

Scan with 3rd Party Scanners

Ambir ImageScan Pro 820ix

TWAIN Support for Neat Scanners

Kodak ScanMate i940

Certified 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

Manage your Subscription

Collecting Logs from Neat's Self Service Portal

Meeting Electronic Document Requirements for the IRS

What is this charge?

Account Partially Set Up

Is Neat Cloud Service HIPAA Compliant?

Remote Support Connection Guide

Remote Assistance

Update Credit Card

Neat Ecosystem FAQs

Opting In or Out of Neat Emails

Delete your Neat Account & Account Data

VISA Return Authorization Mandate

I Didn't Authorize this Charge - Terms & Conditions

How to Open a Chat with a Support Agent

Update your Account Information with the Self Service Portal

Browser or Network Connection Troubleshooting

Billing Partner Portal

Neat Hardware Exit

Make a Payment

Cancel Neat Cloud Subscription

Contact the Neat Support Team

Login Issues / Locked Account - Reset your Password

Manage your Account with the Neat Self Service Portal

Windows - Show Hidden Folders

Windows - Set File Permissions

Mac - USB-C Connection

Mac - How to Create a Screenshot

Windows - How to Create a Screenshot

Getting your Files Into Neat

Getting Starting with Neat Invoicing

Known Issues - Neat Status Page