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Neat Cloud Service Overview

Last Updated: May 11, 2017 11:47AM EDT

Getting Started

Learn how to use the main features of the Neat cloud service. With the Neat cloud service, you can access your files through the web on any computer — with no software required. You can also access your Neat database files using any hand held mobile device via the Neat Mobile app, available for iOS or Android. When your documents are in Neat cloud service, they’re not only synchronized between your various devices, they’re securely backed up on our servers. Learn more about Neat cloud service here.

  • Installing Neat
    To get started using the Neat cloud service, it’s best that you download and install the latest version of the Neat software on your computer. Once you install the Neat software on your computer, you will be able to sync your information with your Neat cloud service account. Click here to download the latest version of the Neat software, then follow along with this guide to complete the installation process.
  • Creating a Neat Account
    When you download and install the Neat software for the first time, you will be prompted to create a Neat account. Click here for instructions on creating a Neat account for the first time.
  • Logging Into Neat
    The first time you access Neat, you will be prompted to sign in to begin a 30 day free trial of Neat cloud service. Learn more about the Neat cloud service plans here, then click here for instructions on logging in to your Neat cloud account.
  • Account Management
    Once logged in to your Neat account, you can manage your account settings, including your Neat cloud and NeatVerify subscription plans, activation services and accounting connections. Click here for more on managing your Neat account.
  • Your Neat Cabinet
    Your Neat cabinet is where all of the items that you scan into Neat are stored. You cabinet functions much like a real filing cabinet, allowing you to create folders that you can add items to and organize according to your preference. By default, the cabinet is named My Cabinet.
  • Getting Started Help!
    If you have any trouble getting started with the Neat cloud service, click here for useful tips and help articles.

Managing Your Data

Learn how to organize and manage the data in your Neat cabinet. Neat allows you to create folders, to organize your information using the categories you deem most useful. For example, you might choose to create a folder organization structure that separates your home expenses documentation from your business expenses documentation, making it easier to distinguish between the two. Further, the more items you scan into Neat, the bigger your database will become. Thankfully, Neat provides handy search, sort, and filter tools that allow you to find any item in your database, fast, no matter how many files it may contain.

  • Folder Management
    You’ll want to create a “tree” of folders and sub-folders to keep the items in your Neat cabinet organized. Click here for detailed instructions on creating, editing, or deleting folders.
  • Sorting
    With Neat cloud service, you can sort your items in alphabetical or chronological order, making it easy to find the items you need to access. Click here for more on sorting items.
  • Searching
    Search and locate any item in your cabinet using Neat’s convenient Keyword Search tool. Click here for more on searching in the Neat cloud service.
  • Management Help!
    Having trouble managing your folders? Click here for additional articles and assistance.

Scanning

You can scan items into the Neat cloud service using a Neat scanner or any of a number of third party scanners. Scanning into the Neat cloud service is the fastest way to turn your piles of paper documents into digital files. Once your items are scanned into the Neat cloud service, you’ll be able to access them anywhere, using any web browser on your computer or mobile device.

  • Using Your Neat Scanner
    You can use any of the Neat scanners–NeatMobile, NeatDesk, or NeatConnect–to scan items to the Neat software on your computer and then add the items to the Neat cloud service by syncing. With the NeatConnect scanner, you can scan directly to the Neat cloud service using the built-in touchscreen menu. Click here to learn more about the different types of Neat scanners.
  • Using 3rd Party Scanner
    You can use any third party scanner with Neat as long as it is TWAIN compatible. Click here to find out if your scanner is TWAIN compatible.
  • Scanning Help!
    Click here if you need help with scanning in the Neat cloud service.

Importing

Neat cloud service allows you to import a variety of image file types, as well as PDF files. This feature is useful if you have files saved on your computer that you want to aggregate in one place by adding them to your Neat database.

  • PDF
    Import Portable Document Format (PDF) files into the Neat cloud service. Click here to import a PDF file in the Neat cloud service.
  • Image
    In the Neat cloud service, you can import image files in PNG, TIFF, BMP, GIF, or JPEG format up to 10MB in size. Click here to import an image in the Neat cloud service.
  • Import Help!
    Need help importing files into the Neat cloud service? Click here for additional help articles.

Exporting

Once you have files scanned in the Neat cloud service, you can easily export them out of the software and into third party programs to complete other functions. In Neat cloud, you can also download and print items.

  • PDF
    Exporting items from the Neat cloud service to PDF files gives you shareable copies of the images contained in your files or folders. PDFs can easily be attached to email and your recipient can open the file in a number of free PDF readers. Click here to learn how to export to PDF in the Neat cloud service.
  • QuickBooks
    Export receipts saved in the Neat cloud service directly into QuickBooks. The export will transfer pertinent data identified from your scanned receipts (such as receipt date, vendor name, sales tax, total amount, etc) directly into QuickBooks so you can perform accounting functions on the receipts soon after scanning them. Click here to export receipts to QuickBooks.
  • TurboTax
    Learn how to export to TXF (Tax Exchange Format) files using the Neat cloud service. TXF files contain tax data that can be used to assist in preparing and filing tax returns with accounting or tax software such as Turbo Tax. Click here for instructions on how to complete an export to TXF.
  • Print
    Easily print items in the Neat cloud service by first downloading the items and then sending them to your connected printer. Click here to learn how to download and print items stored in the Neat cloud service.
  • Export Help!
    Need help exporting items from the Neat cloud service? Click here for support.

Reporting

In the Neat cloud service, you can generate a report on office expenses for the quarter or what was spent on gas last month, in a matter of minutes. Once created, you can download your expense report to share it with anyone who may need to view it for accounting or record keeping purposes.

  • Expense Report
    Create an expense report using the Neat cloud service, then download it to share the information with others. Follow the steps in this article to create an expense report in the Neat cloud service.

Cloud Sync

Syncing (Synchronizing) with the Neat cloud service keeps your database up-to-date, allowing you to access all of your Neat files, whether you log in on your computer, or access your account via internet. Changes you make on one device will automatically be reflected anywhere else you view your files. That means you no longer have to worry about what computer a file is on, or whether or not you emailed that file to yourself for when you need it later.

  • Logging into Cloud
    You can access your Neat cloud account from any computer with an internet browser. Click here for easy instructions on how to log in to your account.
  • Account Settings
    Change your Neat cloud service account settings, including your username and password, and your Neat cloud and NeatVerify subscription plan options. You can also obtain your personalized Neat cloud email address to send items directly from your email account to the Neat cloud service. Click here to start modifying your account settings.
  • Understanding Sync
    When you log into your Neat cloud service account, Neat will automatically down sync any new items to your Neat software on your desktop. When you open your software, and turn on sync, any new items added in the desktop software will be synced up to the Neat cloud. Click here to learn more about syncing.
  • Sharing
    Depending on your Neat cloud service subscription plan, you might be able to give multiple users access to your Neat cloud service account. Sharing your account with additional users gives each user full access to the account to log in, view and make changes to all folders and documents in the account. Click here to compare Neat cloud service subscription plans, then view this article to find out how to take advantage of this collaboration tool.
  • Sync Help!
    Need help syncing in the Neat cloud service? Click here for additional help articles.

Neat Activations

Through Neat Activation Services and the Neat cloud service, you can send information to other applications such as Constant Contact, Campaign Monitor, Google Contacts, Outlook, and Mail Chimp to streamline email campaigns and turn that messy pile of business cards into an organized and efficient digital contacts system. You can also export receipts and reports in file types compatible with tax and accounting programs like QuickBooks.

  • QuickBooks
    Connect your QuickBooks Online account using the Neat cloud service to send receipts or invoices directly from Neat to your QuickBooks account. Click here to set up your QuickBooks connection.
  • Campaign Monitor
    Connect your Campaign Monitor account using the Neat cloud service to send contacts added in Neat directly to your subscriber lists in Campaign Monitor. Click here to set up your Campaign Monitor connection.
  • Constant Contact
    Connect your Constant Contact account using the Neat cloud service to send contacts added in Neat directly to your subscriber lists in Constant Contact. Click here to set up your Constant Contact connection.
  • MailChimp
    Connect your MailChimp account using the Neat cloud service to send contacts added in Neat directly to your subscriber lists in MailChimp. Click here to set up your MailChimp connection.
  • Google Contacts
    Connect your Google Contacts account using the Neat cloud service to send Neat contacts to your Google Contacts account. Click here to set up your Google Contacts connection.
  • Outlook
    Connect your Outlook online account using the Neat cloud service to send Neat contacts to your Outlook online account. Click here to set up your Outlook connection.