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Export

Learn all about exporting items in the Neat Software (Essentials, Premium, Business Plans). Neat allows you to download images of your scans in PDF format, and export the grid information to PDF, CSV, and XLS (Excel) compatible file types. You can export receipt information to Quickbooks Online, Tax Software and Quicken and you can also export contact information to programs such as Gmail, Outlook.com and more!

Please Note: If you run into any problems exporting in the Neat Software, click here to view our troubleshooting guide.


Export to PDF
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Exporting to Portable Document Format (PDF) file format creates a copy of the images contained in your files or folders that can be shared via email and opened in a number of free PDF readers. Click here to start exporting to PDF in the Neat Software.


Export to CSV
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Comma separated value (CSV) files can be opened in many programs such as Word as a text file or Excel as a spreadsheet, and can also be imported into databases. Click here to start exporting to CSV in the Neat Software.


Export to Excel
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Exporting to Excel allows you to transfer data contained in the columns when viewing your Neat folders into an Excel spreadsheet so it can be managed outside the Neat software. Click here to start exporting to Excel in the Neat Software.


Export to Quickbooks Online
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Export receipt data directly from Neat into Quickbooks Online to streamline your accounting and bookkeeping processes. Start by connecting Neat and QuickBooks, map your data, then start exporting!


Export to Quicken
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Export receipt data directly from Neat into Quicken to streamline your accounting and bookkeeping processes. Start by importing your Quicken accounts into Neat, then you can start exporting!


Export to Tax Software
Neat allows you to save items as .TXF files that can be exported to the TurboTax software. Click here to create a TXF export.


Export Contacts
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You can send contact information to other applications such as Constant Contact, Campaign Monitor, Google Contacts, Outlook, and Mail Chimp. Click here for more info.


Exporting Help!
If you run into any problems exporting in the Neat Software, click here to view our troubleshooting guide.

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