Neat Legacy Support Community

Welcome to Neat's Legacy Support Community.
Here you will find questions and answers from customers just like you!

Legacy :: Windows :: Organize

  • "CAN" tax category

    1 Community Answer Aug 16, 2017 11:10AM EDT

    Can you tell me what is the "CAN" tax category?

  • Transferring data

    1 Community Answer Jul 18, 2017 06:10PM EDT

    My computer is dying a slow death and I need to transfer my neat scans (up through June!) to my new computer i...

  • splitting receipts

    1 Community Answer Jul 15, 2017 12:36PM EDT

    How can receipts be split like they were in the original desktop version of the program? I need to categorize ...

  • duplicate vendors

    1 Community Answer Jul 02, 2017 11:17AM EDT

    How can I edit, merge, or delete vendors

  • Print to Neat Legacy from email on Outlook 365

    1 Community Answer Jun 14, 2017 04:09PM EDT

    I just upgraded to Outlook 365. I have attempted to print to Neat but nothing shows up in Neat. Was previousl...

  • How to Scan in Return Receipt

    1 Agent Answer 0 Community Answers May 15, 2017 03:03PM EDT

    I'm currently scanning in receipts and was wondering if anyone has any suggestions on how to scan in a re...

  • Combining documents

    1 Agent Answer 0 Community Answers May 10, 2017 12:07PM EDT

    Is there a way to combine documents or receipts once they have been scanned or imported into Neat? I know with...

  • backup

    1 Agent Answer 0 Community Answers May 05, 2017 01:18PM EDT

    We are having trouble backing up to a thumb drive. We get all the way through to a spot where it at least says...

  • Assigning tax category to a folder

    1 Agent Answer 0 Community Answers Apr 05, 2017 09:13PM EDT

    How do I assign the same tax category to an entire folder at once? I've been doing each receipt individua...

  • W-2's, 1099, contributions

    1 Agent Answer 0 Community Answers Apr 04, 2017 08:36PM EDT

    Can I scan and categorize W-2's, 1099's, interest, contributions