​Neat Smart Organization System Neat Smart Organization System - Connect Neat & QuickBooks Online

Neat Smart Organization System - Connect Neat & QuickBooks Online

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 activate your QuickBooks account as a connection in the Neat Software. If you have already set up your QuickBooks connection in Neat, click here for exporting instructions.

[[https://www.youtube.com/embed/EZX6WFyHkEM]]

Please Note: The Self Employed version of QuickBooks Online does not support integrations with other applications such as Neat.

nla qb

Activate QuickBooks in the Neat Software

  1. Click on the small down arrow next to your username at the top right of the screen and click My Account. On the Account Settings page, click on the Connections tab.

    nla-connections no linked in
  2. Click Connect and you’ll be prompted to login with your QuickBooks account. Fill in your username/email address and password, then click Log In.

    nla qb confirmation
  3. A new message box will appear requesting your permission to access information in your QuickBooks account. Scroll down until you see Authorize and click that button.

    nla qb authorize
  4. Learn how to map data to QuickBooks.
  5. Once mapping is completed you’ll be ready to export to QuickBooks.

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