Learn how to export receipt data from Neat 5 to Quicken. This feature allows you to transfer pertinent data identified from your scanned receipts (such as receipt date, vendor name, sales tax, total amount, etc) into Quicken so you can perform accounting functions on the receipts soon after scanning them. The steps below will guide you through the exporting process.
Before You Begin
Before exporting to a Quicken account for the very first time, you will need to create and import a QIF file of your Quicken accounts. See Importing Quicken Accounts into Neat 5 for details. Different versions of Quicken use different file formats, such as QFX, QIF, and QDF. Neat only uses QIF file formats. Because Neat uses only the QIF file format, it’s necessary to first export your Quicken accounts to QIF from Quicken to ensure Neat and Quicken can work together using same format.
Export to Quicken
- Select the receipt(s) or folder in Neat that you wish to export to Quicken. Then click the Export button at the top center in Neat 5.6 as shown below.
- From the Export menu, choose Quicken.
Neat Tip: If an exported receipt is missing important information, the Validating Data dialog box will open to alert you of what should be fixed prior to exporting. To fix the issue, click Cancel and the edit the receipt in Details View. To ignore the issue and continue exporting, go to Step 3.
Neat Tip: Validating Data – Quicken has shorter character limits than Neat for the Category (40), Tran ID (12) and Comments (64) fields. If any of your receipts contain data that exceeds those limits, a dialog box will open listing those receipts. You can choose to cancel the export and edit the receipts in question or click Continue to have the data in those receipt fields truncated to fit the Quicken limits.
- Select a Quicken Account from the drop down list. If you have not yet imported Quicken Account data, please see Importing Quicken Accounts into Neat 5.6 for details.
- By default, Sales Tax is not split. To have sales tax split, click in the Split Sales Tax check box.
- Click BROWSE and select a location on your local computer to save the QIF file. You can opt to change the File name at the bottom of the window. Then click Save.
- Click EXPORT. Only text data will be exported. Neat cannot export images into Quicken.
Neat Tip: Clicking “SAVE & EXPORT” will save QUICKEN as your default Export file type.
- Start Quicken.
- In the menu bar at the top, go to File choose Import and then Import QIF to import the exported file from Neat.
- At the top of the QIF Import window, click Browse, then select the file exported from Neat and click Open.
- Make sure <All Accounts> is selected in the Quicken account to import into drop-down menu.
- Under the Include in import heading, make sure that only Transactions is checked, all of the other check boxes should be empty. Then click Import.
- A confirmation dialogue box will appear. If categories are found that are not currently in Quicken, you may see the following window. If you wish to add the new categories, select Yes. If you select No, the items will still import.