Neat Smart Organization System

108 articles

Subcategories

​End of Support for Neat Smart Organization System

To: All Neat Smart Organization System software users:. Effective June 30th, 2020, the Bundled Basic Legacy plan was retired. The Bundled Basic Legacy plan was available with purchases of Neat brande…

Neat Smart Organization System - Restore your Database from the Cloud

Restore your Database from the Cloud

Export Selected Date Range in the Neat Smart Organization System

Export Selected Date Range in the Neat Smart Organization System

Export Selected Items in the Neat Smart Organization System

Export Selected Items in the Neat Smart Organization System

Export to Excel in the Neat Smart Organization System

Export to Excel in the Neat Smart Organization System

Export to PDF in the Neat Smart Organization System

Export to PDF in the Neat Smart Organization System

Export to CSV in the Neat Smart Organization System

Export to CSV in the Neat Smart Organization System

Neat Smart Organization System - Export to H&R Block

Export to H&R Block

Neat Smart Organization System - Export to Turbo Tax

Export to Turbo Tax

Neat Smart Organization System - Scan with a Neat Scanner

Scan with a Neat Scanner

Neat Smart Organization System - Sorting Items

Sort items in the Neat Software

Create a Local Backup in the Neat Smart Organization System

Create a Local Backup

Neat Smart Organization System - Integrate QuickBooks Desktop

Connecting Neat to QuickBooks Desktop

Neat Smart Organization System - Reanalyze Image

Reanalyze image

Neat Smart Organization System - Integrate Outlook.com

Connecting Neat and Outlook.com

Neat Smart Organization System - Remove Neat as an Integrated Application from QuickBooks Desktop

Remove Neat as an Integrated Application from QuickBooks Desktop

Neat Smart Organization System - Integrate Campaign Monitor

Connecting Neat and Campaign Monitor

Neat Smart Organization System - Send a Contact to Outlook Contacts

Send a contact to Outlook Contacts

Neat Smart Organization System - Delete Any Page in a Scan Before Processing

Delete Any Page in a Scan Before Processing

Neat Smart Organization System - Send an Expense Report to QuickBooks Online

Send an expense report to QuickBooks Online

Neat Smart Organization System - Adding Multiple Quickbooks Desktop Connections

Adding Multiple Quickbooks Desktop Connections in Neat Desktop Software

Import PDFs into the Neat Smart Organization System

Import PDFs into the Neat Smart Organization System

Neat Smart Organization System - How to Manage QuickBooks Desktop Connections

How to Manage QuickBooks Connections

Neat Smart Organization System - Disconnect from QuickBooks Desktop

Disconnect QuickBooks Desktop from Neat

Neat Smart Organization System - Adjust Image Preview Setting for Scanning

Adjust Image Preview Setting for Scanning

Neat Smart Organization System - Create a Tax Category Report

Create a Tax Category report

Neat Smart Organization System - Create a Sales Tax Report

Create a Sales Tax report

Neat Smart Organization System - Create a Spending Detail Report

Create a Spending Detail report

Neat Smart Organization System - Create A Spending Summary Report

Create A Spending Summary Report

Neat Smart Organization System - Change Folder Destination Before Processing

Change Folder Destination Before Processing

Neat Smart Organization System - Folder Location Dropdown Feature

Folder Location Dropdown Feature

Neat Smart Organization System - Scan Directly to the Neat Cloud

Scan Directly to the Neat Cloud

Neat Smart Organization System - Create a Multi-Conditional Search

Create a Multi-Conditional Search

Neat Smart Organization System - Create a New Item

Create a New Item

Neat Smart Organization System - Create an Expense Report

Create an Expense Report

Neat Smart Organization System - Crop an Image Before Processing

Crop an Image Before Processing

Neat Smart Organization System - Expand a Folder

Expand a Folder

Neat Smart Organization System - Scan When Offline

Scan When Offline

Neat Smart Organization System - Rotate an Image

Rotate an Image

Neat Smart Organization System - Set Item Classification for Imports

Set Item Classification for Imports

Neat Smart Organization System - Set Item Type for Scanning

Set Item Type for Scanning

Neat Smart Organization System - Set Scan Color Mode

Set Scan Color Mode

Neat Smart Organization System - Use Filters to Find Items in your Database

Use Filters to find items in your database

Neat Smart Organization System - NeatImageCaptureWrapper has stopped working

NeatImageCaptureWrapper has stopped working

Neat Smart Organization System - Change Item Type

Change Item Type in Neat Cloud Powered Software

Neat Smart Organization System - Rescan an Image Before Processing

Rescan an Image Before Processing

Neat Smart Organization System - Add Additional Pages to a Scan Before Processing

Add Additional Pages to a Scan Before Processing

Neat Smart Organization System and Windows Touch Screen

Neat Software and Windows Touch Screen

Neat Smart Organization System - Emailing Items

Emailing from the Neat Software

Neat Smart Organization System - Define Location of Offline Storage

Define Location of Offline Storage

Neat Smart Organization System - Print an Image

Print an Image

Neat Smart Organization System - Re-Order Pages Before Processing

Re-Order Pages Before Processing

Neat Smart Organization System - Save an Expense Report as CSV File

Save an expense report as CSV

Neat Smart Organization System - Select Multiple Items to Import

Select multiple items to import

Neat Smart Organization System - Scan & Select from Multiple Connected Scanners

Scan & Select from Multiple Connected Scanners

Neat Smart Organization System - Set Single or Double-Sided Scan Mode

Set Single or Double-Sided Scan Mode

Neat Smart Organization System - Adjusting Auto-Crop Sensitivity Values

Adjusting Auto-Crop Sensitivity Values

Add/Remove Grid Columns in Neat Smart Organization System

Add/Remove Grid Columns in Neat Smart Organization System

Import Images into the Neat Smart Organization System

Import Images into the Neat Smart Organization System

Import PDFs into the Neat Smart Organization System

Import PDFs into the Neat Smart Organization System

Neat Smart Organization System - Items Stuck in Processing

Items Stuck in Processing

Unable to Process Error in Neat Smart Organization System

Unable to process items

Zoom In or Out of an Image in the Neat Smart Organization System

Zoom In or Out of an Image

Neat Smart Organization System - Scan Directly to your Computer Hard Drive

Scan Directly to your Computer Hard Drive

Neat Smart Organization System - Set Separate or Combined Scanning Mode Before Processing

Set Separate or Combined Scanning Mode Before Processing

Create Folders and Sub-Folders in the Neat Smart Organization System

Create Folders and Sub-Folders in the Neat Smart Organization System

Move an Item Using the Neat Smart Organization System

Move an Item Using the Neat Smart Organization System

Import Images into the Neat Smart Organization System

Import Images into the Neat Smart Organization System

Drag and Drop Files into the Neat Smart Organization System

Drag and Drop Files into the Neat Smart Organization System

Delete an Item using the Neat Smart Organization System

Delete an Item using the Neat Smart Organization System

Delete a Folder using the Neat Smart Organization System

Delete a Folder using the Neat Smart Organization System

Create Folders and Sub-Folders in the Neat Smart Organization System

Create Folders and Sub-Folders in the Neat Smart Organization System

Configure Date Format in the Neat Smart Organization System

Configure Date Format in the Neat Smart Organization System

Access Multiple Neat Accounts in the Neat Smart Organization System

Access Multiple Neat Accounts in the Neat Smart Organization System

Rename a Folder using the Neat Smart Organization System

Rename a Folder using the Neat Smart Organization System

Neat Smart Organization System - Save an Expense Report as PDF

Save an expense report as PDF

Scan Settings in the Neat Smart Organization System

Scan Settings

Neat Smart Organization System - Access Local PDFs of all Neat Cloud Images Offline

Access Local PDFs of all Neat Cloud Images Offline

Neat Smart Organization System - View Items Offline

View Items Offline

Neat Smart Organization System - System Account Settings

Neat Smart Organization System Account Settings

Neat Smart Organization System - Delete a Vendor

Delete a Vendor in Cloud Powered Software

Neat Smart Organization System - Revoking Shared Folders

Revoking Shared folders

Neat Smart Organization System - Import Quicken Accounts

Import Quicken Accounts to Neat Smart Organization System

Neat Smart Organization System - Select Tax Category for Export to Turbo Tax

Export to TurboTax - Select Tax Category

Neat Smart Organization System - Select Date Range for Export to Turbo Tax

Export to TurboTax - Selected Date Range

Neat Smart Organization System - Map Data to QuickBooks Desktop

Mapping data between Neat and QuickBooks Desktop

Neat Smart Organization System - Send a Contact to MailChimp

Send a contact to MailChimp

Neat Smart Organization System - Send a Contact to Constant Contact

Send a contact to Constant Contact

Neat Smart Organization System - Send a Contact to Google Contacts

Send a contact to Google Contacts

Neat Smart Organization System - Adding Account Numbers to Invoices

Adding Account Numbers to Invoices

Neat Smart Organization System - Send a Contact to Campaign Monitor

Send a contact to Campaign Monitor

Neat Smart Organization System - Move a Folder

Move a folder

Neat Smart Organization System - Search for Items Across All Data

Search for items across all data

Neat Smart Organization System - Set Currency

Set currency

Neat Smart Organization System - QuickBooks Online Export 'Unable to Send' Error

QuickBooks Online Export Error - Unable to Send

Neat Smart Organization System - Integrate Google Contacts

Connecting Neat and Google Contacts

Neat Smart Organization System - Export to Quicken

Export to Quicken

Neat Smart Organization System - Integrate MailChimp

Connecting Neat and MailChimp

Neat Smart Organization System - Integrate Constant Contact

Connecting Neat and Constant Contact

Neat Smart Organization System - Mapping Data QuickBooks Online

Mapping data between Neat and QuickBooks

Neat Smart Organization System - Modify Item Images Overview

Modify Item Images Overview

Neat Smart Organization System - Connect Neat & QuickBooks Online

Set up QuickBooks Connection in Neat

Neat Smart Organization System - Send an Invoice QuickBooks Online

Send an Invoice QuickBooks Online

Neat Smart Organization System - Export Receipts to QuickBooks Online

Export Receipts to QuickBooks Online in the Neat Smart Organization System

Neat Smart Organization System - Export Receipts to QuickBooks Desktop

Export Receipts to QuickBooks Desktop

Neat Smart Organization System - Share Folders

Share folders

Missing images in Neat Smart Organization System and Windows 10

Missing images in Neat Software and Windows 10

Neat Smart Organization System - Map Data to QuickBooks Online

Mapping data between Neat and QuickBooks
Powered by HelpDocs (opens in a new tab)