​Neat Smart Organization System Export to Excel in the Neat Smart Organization System

Export to Excel in the Neat Smart Organization System

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Learn how to export to Excel spreadsheets in the Neat Smart Organization System.

Export to Excel

  1. In the Folders pane, click on the folder that contains the file you want to export.
    Neat Lightweight App Export to PDF - Step 1
  2. In the Details View pane, click on the item(s) you want to export. A menu will appear above the item(s).
    save to2
  3. In the menu, click the small down arrow next to the Save To button and select XLS in the drop-down menu.
    Neat-Lightweight-App-Export-to-Turbo-Tax-defined-date-range-Step-2
  4. A Save As window will open. Browse the location you want the export to be saved in, enter a File Name, then click Save.
    Neat Lightweight App Export to PDF - Step 4
      The exported .XLS file will appear in the location you selected in Step 4.


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