Neat cms

Integrations Support – Partner Page

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Connect Seamlessly With Business Software

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Do More With Neat Integrations

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Extend the capabilities of Neat by automating data transfer to your accounting, email, or tax preparation software. Send and map expenses to QuickBooks, instantly turn business cards into email contacts, and export tax information in just a few clicks. Select a product below to get more information on connecting it to Neat.

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QuickBooks®

Eliminate Data Entry With Neat and QuickBooks

Using Neat with QuickBooks Online or QuickBooks Desktop simplifies accounting by reducing data entry and automatically organizing expenses.

  • Review and send all expense-related data directly over to QuickBooks. Images of receipts and invoices are automatically attached.
  • Sign in to QuickBooks from the Neat app to connect.
  • Map expenses once to match your QuickBooks preferences and future data will map automatically.

Is a QuickBooks Online or Desktop connection included in my Neat plan?

The QuickBooks Online connection feature is included in both Neat Basic & Neat Complete plans. A QuickBooks Desktop connection is only included with a Complete plans.

What versions of QuickBooks are supported with Neat?

The following QuickBooks Online plans are supported:

  • Simple Start
  • Essentials
  • Plus

Note: The Self Employed version of QuickBooks Online does not support integrations with other applications such as Neat.

The following QuickBooks Desktop versions are supported:

  • QuickBooks Pro 2009 or later
  • QuickBooks Premier 2009 or later
  • QuickBooks Enterprise 2009 or later
  • One of the above versions of QuickBooks installed on a Windows computer for the initial connection.

How do I connect Neat with QuickBooks Online or Desktop?

Find information on how to connect and use QuickBooks Online and QuickBooks Desktop with Neat by visiting our QuickBooks Online FAQ or QuickBooks Desktop FAQ pages

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H&R Block®

Simplify tax filings and maximize deductions with Neat with H&R Block

  • Scan receipts and invoices to track expense documents throughout the year.
  • Save time by eliminating the need to key in all data from expense-related documents.
  • Avoid potential errors with Neat’s machine-learned data automation and send directly to H&R Block.
  • Utilize tax categories in Neat throughout the year, and H&R Block will use that information to create your tax forms.

Using Neat with H&R Block

With Neat, you can export items to H&R Block. Neat allows you to save items as .TXF files that can be imported to the H&R Block software. To export, navigate to the folder that you want to export. In the Details View pane, click on the item you want to export, then click the small down arrow next to the Send To icon and select Tax Software. The save as window will open and you can save your file.

Visit our support center for instructions on exporting to H&R Block.

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Quicken®

Simplify Accounting & Bookkeeping with Neat and Quicken.

  • Scan receipts and invoices to track expenses throughout the year.
  • Save time by eliminating the need to key in all data from expense-related documents.
  • Avoid potential errors with Neat’s machine-learned data automation and send directly to Quicken.

Using Neat With Quicken

Export a QIF file of your expense data to upload documents and data into Quicken.

  1. Locate the receipt(s) you want to export to QIF and but a check mark in front of the receipt(s).
  2. Select Export.
  3. Select Data as Qif
  4. A Create QIF File box will open.
    • If you haven’t imported your Quicken account QIF file yet, then click Import. Browse your computer files to your Quicken account QIF file and select it. Once your Quicken account QIF file is imported, it will show up in the drop-down list of available Quicken accounts.
    • If you have already imported your Quicken account file, then select which account you want your data to be associated with from the drop down list.
  5. Then select Continue. The QIF file will be downloaded to your computer and can be accessed in your downloads folder.

Visit our support center for more information on exporting items from Neat.

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TurboTax®

Simplify tax filings and maximize deductions with Neat and TurboTax.

  • Scan receipts and invoices to track expenses throughout the year.
  • Save time by eliminating the need to key in all data from expense-related documents.
  • Avoid potential errors with Neat’s machine-learned data automation and send directly to TurboTax.
  • Utilize tax categories in Neat throughout the year, and TurboTax will use that information to create your tax forms.

Export Neat Data to TurboTax

Neat allows you to save items as .TXF files that can be exported to the TurboTax software. Watch the video below or visit our support center for more information.

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Outlook®

Never lose a contact again when you sync Neat with Outlook Contacts.

  • Turn your stack of business cards into a digital contact list
  • Seamlessly forward contacts to Outlook Contacts.
  • Organize contacts by project, event, region, and create a distribution list for sales emails.

How can I connect Neat to my Outlook account?

  1. First click on your name at the top left hand corner. Once you click on your name, select Integrations from the dropdown menu.
  2. When you are brought to the Choose An Integration page, you will click on Connect in the Outlook.com box.
  3. When you click on Connect, you will have to enter your credentials to log into your Outlook account. Once your credentials are entered, you will receive a Success message and the box that was previously labeled as connect will now read as Disconnect.

How can I send a contact from Neat to my Outlook contacts?

  1. Select Contacts from your options on the left.
  2. Double click on the contact of your choice.
  3. Once the contact is selected, you will see Send To at the bottom of the page.
  4. When you click Send To a list of options will appear. Click on Outlook Contacts to send your contact from Neat over to your Outlook Contacts.
  5. Once your contact is sent, you will see a Success message at the top of your page.

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Campaign Monitor®

Focus on creating compelling campaigns and less on entering in contact information when you link Neat and Campaign Monitor.

  • Automate and digitize your stack of business cards in minutes.
  • Seamlessly forward contacts to specific email streams in Campaign Monitor.
  • Organize contacts by project, event, region, and create a distribution list for sales emails.

How Can I Connect To My CampaignMonitor Account?

  1. First click on your name at the top left hand corner. Once you click on your name, select Integrations from the dropdown menu.
  2. When you are brought to the Choose An Integration page, you will click on Connect in the CampaignMonitor box.
  3. When you click on Connect, you will have to enter your credentials to log into your CampaignMonitor account. Once your credentials are entered, you will receive a Success message and the box that was previously labeled as connect will now read as Disconnect.

How can I send a contact from Neat to CampaignMonitor?

  1. Click Contacts from your options on the left.
  2. You can either send one contact at a time by selecting the check box by the individual’s name or you can send multiple contacts at once by selecting the very fist check box next to the word Status.
  3. Once your check box is selected, click on Send to at the bottom of your screen.
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  4. Once you select MailChimp you will receive a Success message at the top of your screen.

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MailChimp®

Scan business cards with Neat to add contacts to your MailChimp Campaign.

  • Automate and digitize your stack of business cards in minutes.
  • Seamlessly forward contacts to specific email streams in MailChimp.
  • Organize contacts by project, event, region and create a distribution list for sales emails.

How Can I Connect To My MailChimp Account?

  1. First click on your name at the top left hand corner. Once you click on your name, select Integrations from the dropdown menu.
  2. When you are brought to the Choose An Integration page, you will click on Connect in the MailChimp box.
  3. When you click on Connect, you will have to enter your credentials to log into your MailChimp account. Once your credentials are entered, you will receive a Success message and the box that was previously labeled as connect will now read as Disconnect.

How can I send a contact from Neat to MailChimp?

  1. Click Contacts from your options on the left.
  2. You can either send one contact at a time by selecting the check box by the individual’s name or you can send multiple contacts at once by selecting the very fist check box next to the word Status.
  3. Once your check box is selected, click on Send to at the bottom of your screen.
  4. Once you select MailChimp you will receive a Success message at the top of your screen.

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Google Contacts®

Sync Neat with Google Contacts and never lose a contact again.

  • Automate and digitize your stack of business cards in minutes.
  • Seamlessly sync contacts to Google Contacts.
  • Organize contacts by project, event, region, and create a distribution list for sales emails.

How Can I Connect To My Google Contacts?

  1. First click on your name at the top left hand corner. Once you click on your name, select Integrations from the dropdown menu.
  2. When you are brought to the Choose An Integration page, you will click on Connect in the Google Contacts box.
  3. When you click on Connect, you will have to enter your credentials to log into your Google Contacts account. Once your credentials are entered, you will receive a Success message and the box that was previously labeled as connect will now read as Disconnect.

How can I send a contact from Neat to Google Contacts?

  1. Click Contacts from your options on the left.
  2. You can either send one contact at a time by selecting the check box by the individual’s name or you can send multiple contacts at once by selecting the very fist check box next to the word Status.
  3. Once your check box is selected, click on Send to at the bottom of your screen.
  4. Once you select Google Contacts you will receive a Success message at the top of your screen.

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Constant Contact®

Use Neat with Constant Contact to spend less time on data entry and more time creating killer email campaigns.

  • Automate and digitize your stack of business cards in minutes; or simply add them to Neat as you get them.
  • Seamlessly forward contacts to specific email streams in Constant Contact.
  • Organize contacts by project, event, region and create a distribution list for sales emails.

How Can I Connect To My Constant Contact Account?

  1. First click on your name at the top left hand corner. Once you click on your name, select Integrations from the dropdown menu.
  2. When you are brought to the Choose An Integration page, you will click on Connect in the Constant Contact box.
  3. When you click on Connect, you will have to enter your credentials to log into your Constant Contact account. Once your credentials are entered, you will receive a Success message and the box that was previously labeled as connect will now read as Disconnect.

How can I send a contact from Neat to Constant Contact?

  1. Click Contacts from your options on the left.
  2. You can either send one contact at a time by selecting the check box by the individual’s name or you can send multiple contacts at once by selecting the very fist check box next to the word Status.
  3. Once your check box is selected, click on Send to at the bottom of your screen.
  4. Once you select Constant Contact you will receive a Success message at the top of your screen.

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