Neat Downloads

Transactions in Neat

Emailing Items from Neat

Manage Grid Columns in Neat

Splitting Receipts in Neat

Cash on Hand

Items Stuck Processing in Neat

Adjustments in Neat

Split Transactions in Neat

Mileage in Neat

Combine, Separate, and Reorder Pages in Neat

Financial Reporting in Neat

Starting Balances in Neat

Multi-Account User Access

Insights in Neat

Folder Management in Neat

Receivables Reporting in Neat

Spending & Tax Reporting in Neat

Reporting Overview in Neat

Create Manual Accounts and Adjustments

User Profile in Neat

Sharing Accounts in Neat

Where Do My Scanned Items Go? - Needs Review Overview

Import Items into Neat

My Categories

Monthly Review

Files in Neat

Your document plan limit has been reached

Export Items from Neat

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

Searching in Neat

Image Management & Printing in Neat

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

Sharing Folders in Neat

Sign In with Google

Smart Categorization

Suggested Transaction Matching in Neat

Collecting an Item ID in Neat

Items & Item Management in Neat

Top Neat FAQs

Keyboard Shortcuts

Demo Data in Neat

Currencies & Amounts 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

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

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

Transactions 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

Biometric Sign-in

Capture Items with the Neat Mobile App

Troubleshoot Google Sign-In Issues

Mobile Subscriptions

Print to Neat - Mac

Neat Desktop Application - Combine or Separate Items After Scanning

Troubleshooting "Error uploading. Retrying in 60 seconds."

Neat Scanners and Mac OS Sonoma

Neat Desktop App and retired versions of Mac OS

Neat Desktop Application - Error Checking Default Scan Path

Resolving Neat Driver Install not Proceeding - Windows

Troubleshooting "Scanner Not Connected" Message

Improving Image Quality on Neat Scanners

Neat Desktop Application FAQ

Neat Scanners and Mac OS Ventura

Scanner Not Detected in Windows 11

Print to Neat - Windows

NEW! Neat Desktop Application

Beta Mac Drivers for Neat Scanners

Neat Desktop App - Red Exclamation Point when Scanning or Uploading

How to Scan to Neat via ScanSnap Home

Install the Neat Desktop Application

Certified 3rd Party Scanners

ScanSnap iX500

How to Scan and Import to Neat via ScanSnap Home

ScanSnap S1100

ScanSnap iX1500

Scan with 3rd Party Scanners

ScanSnap S1300

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

Ambir ImageScan Pro 820ix

TWAIN Support for Neat Scanners

Kodak ScanMate i940

Meeting Electronic Document Requirements for the IRS

What is this charge?

Update Credit Card

Browser or Network Connection Troubleshooting

Contact the Neat Support Team

Neat Ecosystem FAQs

Manage your Account with the Neat Self Service Portal

How to Open a Chat with a Support Agent

Update your Account Information with the Self Service Portal

Manage your Subscription

Collecting Logs from Neat's Self Service Portal

Account Partially Set Up

Is Neat Cloud Service HIPAA Compliant?

Remote Support Connection Guide

Remote Assistance

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

Billing Partner Portal

Neat Hardware Exit

Make a Payment

Cancel Neat Cloud Subscription

Login Issues / Locked Account - Reset your Password

Windows - Set File Permissions

Windows - Show Hidden Folders

Mac - USB-C Connection

Mac - How to Create a Screenshot

Windows - How to Create a Screenshot

Getting Started with Neat Invoicing

Getting your Files Into Neat

Neat Status Page

Known Issues