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

  • 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

  • Crashing while organizing and correcting data

    1 Community Answer Mar 20, 2017 05:57PM EDT

    I've had neat since 2013 and it's be great until recently. The desktop app constantly crashes while ...

  • Deleted folders but size doesn't change!

    3 Agent Answers 3 Community Answers Mar 17, 2017 07:39PM EDT

    My database has grown to more than 11GB and I deleted a VAST majority of items I have archived, but the Databa...

  • my existing neat account

    1 Agent Answer 0 Community Answers Mar 15, 2017 03:27PM EDT

    how do I get the existing neat account information (e mail password etc. )

  • Red Wing Software

    1 Agent Answer 0 Community Answers Mar 13, 2017 11:22AM EDT

    Is It compatable?