MORE SUPPORT RESOURCES:
Troubleshooting and Usage Questions
Open a Support Ticket
Browse our video tutorials and user guides to learn how to perform the most-used tasks and get the most out of your Neat software. If you have a request for a tutorial you would like to see, please contact us.
For NeatReceipts and NeatDesk (Windows):
NEAT 5 VIDEO TUTORIALS
Syncing with Outlook
Exporting to Quicken
Exporting to Quickbooks
Custom Fields & Columns
NEAT 5 USER GUIDE
Neat 5 for PC User Guide (PDF)
NeatWorks 4.0 Video Tutorials
NeatWorks 4.0 User Guide (PDF)
NeatWorks for Mac Video Overview
This link will open a player that contains several individual videos - so you can browse for just the topic you need, or watch them all as a comprehensive overview! This video is appropriate for both NeatReceipts for Mac and NeatDesk for Mac users.
Neat for Mac v4 User's Guide (PDF)
NeatWorks for Mac v3.5 Help (PDF)
Cloud + Mobile + Desktop
One ecosystem for all your important information – on your desktop, in the cloud, and with mobile.
Neat transforms your digital and paper documents into useful, organized information. Our integrated system of software, hardware, cloud service, and mobile app makes it easy to acquire, search, share, and access your most important information - anywhere, anytime.
Organize your information, simplify your life.
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