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Neat for Mac Overview

Last Updated: Feb 02, 2017 12:39PM EST

Getting Started

Neat for Mac software makes managing your paper records easy. When used with Neat’s efficient scanners, you can turn your messy pile of paperwork into an organized, digital filing cabinet. Our patented InDocument Identification technology recognizes and transforms words and numbers on your papers into useable data, so there’s no need for you to spend time entering the information by hand. And with the Neat cloud service, you can make sure all of your records are synchronized, saved, and secure, in one place, so there’s no need to worry about lost files. Get started with neat for Mac!

  • Installing Neat
    Click here to download the latest version of the Neat software for Mac, 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 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, and you can create multiple cabinets by following the instructions in this article.
  • Getting Started Help!
    If you have any trouble getting started with the Neat for Mac, click here for more feature overviews 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 folders and sub-folders.
  • Sorting
    Put the items in your cabinet in alphabetical or chronological order with Neat’s table feature. This makes it easy to find the items you need to access quickly. Click here  for more on sorting items with the table.
  • Filtering
    Filter the items in your cabinet by type to separate by receipts, contacts or documents. In addition, Smart Filters serve as quick links to separate items depending on whether they’ve been reviewed, or based on how recently the items were added to the cabinet. Click here for more information about filters and categories in Neat.
  • Searching
    Search and locate any item in your cabinet using Neat’s convenient Keyword Search bar. Neat for Mac also has Smart Folders, a saved search function that allows you to Click here for more on searching in the Neat for Mac.
  • Management Help!
    Having trouble managing your folders? Click here for additional articles and assistance.

Scanning

You can scan items into your Neat for Mac software using a Neat scanner or any of a number of third party scanners. Neat also allows you to customize your scans by modifying the scan settings. Scanning into the Neat is the fastest way to turn your piles of paper documents into digital files.

  • Using Your Neat Scanner
    You can use any of the Neat scanners–NeatReceipts, NeatDesk, or NeatConnect–to scan items to the Neat for Mac software on your computer. Click here to learn more about your Neat scanner.
  • Scan Settings
    Neat for Mac has a convenient scan settings menu that allows you to easily change your settings to determine how you want your scans to appear. Choose your item type, color, scan destination and more using the scan settings menu. Click here for more information on changing your scan settings.
  • Using 3rd Party Scanner
    You can use any third party scanner with Neat as long as it is TWAIN compatible. In addition, a number of popular scanners have been tested to confirm compatibility with Neat for Mac. Click here to find out if your scanner is compatible with Neat for Mac.
  • Scanning Help!
    Click here if you need help with scanning in the Neat.

Importing

Neat allows you to import a variety of image file types, as well as PDF files and VCF 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 in Neat. Click here for instructions on importing a PDF file in Neat. You can also scan directly to PDF file format by following the steps provided in this article.
  • Image
    In the Neat for Mac, you can import image files in PNG, TIFF, or JPG format up to 10MB in size. Follow the steps in this article to learn how to import an image file into Neat.
  • vCard
    Import your VCF format files from digital address book programs like Outlook, Mac Address Book, and Google Contacts to Neat. Click here to import a vCard in Neat.
  • Import Help!
    Need help importing files into the Neat? Click here for additional help articles.

Exporting

Once you have files scanned into the Neat for Mac software, you can easily export them out of the software and into third party programs to complete other functions. You can also download and print items in a matter of minutes.

  • PDF
    Exporting items from the Neat for Mac software 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 Neat for Mac.
  • Image
    Export files saved in the Neat for Mac as images. You can import image files in PNG, TIFF, or JPG format, just follow the easy steps in this article.
  • Quicken
    Transfer information 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. Click here for step-by-step instructions.
  • QuickBooks
    Export receipts saved in Neat 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 in Neat. TXF files contain tax data that can be used to assist in preparing and filing tax returns with accounting or tax software such as Microsoft Money and Turbo Tax. Click here for instructions on how to complete an export to TXF.
  • Print
    You can easily print items in the Neat to your connected printer. Click here to learn how to print items stored in Neat.
  • Export Help!
    Need help exporting items from the Neat? Click here for support.

Reporting

Neat’s Report Creator Wizard allows you to create expense reports, tax reports, and spending reports. 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 in Neat for Mac, then download it to share the information with others. Follow the steps in this article to create an expense report in Neat.
  • Tax Report
    Create a tax report in Neat for Mac, then download it to share the information with others. Click here for instructions on creating a tax report in Neat.
  • Phone List Report
    Create a phone list report in Neat for Mac, then download it to share the information with others. Follow the steps in this article to create a spending report in Neat.