Neat Smart Organization System - Export Receipts to QuickBooks Desktop

Please Note: Neat Web App now has ALL of the desktop features, and so much more! You can continue to use this desktop application, however, all new features, improvements, and updates will occur in our Neat web application. Click here to learn more!

Learn how to export Receipts to QuickBooks Desktop in the Neat Software. This feature allows you to transfer important information from your receipts (such as receipt date, vendor name, sales tax, total amount, etc.) directly into QuickBooks so you can perform accounting functions.



Export Receipts to QuickBooks Desktop

  1. If you haven’t setup your QuickBooks Desktop connection yet, first connect your account, and then map your data.
  2. Select the receipt(s) you want to send to QuickBooks. In the drop-down menu select Send To, then click Accounting.

    nla qb export
  3. If you haven’t yet setup accounts in QuickBooks Desktop or are missing information you will receive a message asking you to complete those items first.

    qb export error
  4. If you have all of your accounts setup and information entered for your items you will get a message that the item was successfully exported to QuickBooks Desktop.
Please Note: Currently Neat will only export data to QuickBooks Desktop. Images are not included.

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