The Neat Company Forums

I agree, QuickBooks interface is nearly useless as is.  Another issue I have is being able to assign Customer/Job info to each receipt.  I can assign "client" info in NeatReceipts but because of the GL export, GL transactions in QuickBooks do not have Customer/Job field!  So, I'm in the same boat...spent a ...

Is there a way to scan in Bank and Credit Card statements and have the individual items recorded?  This would save a lot of time of data entry for bookkeepers all around!  I started using NR, but haven't yet downloaded into QB - is there a way to do that with out a lot of problems?  I noticed a couple of people posting about ...

 So, I am a veteran QuickBooks user, and was pointed at NeatReceipts to help in alleviating all the paper of receipts, but also was recommended to NeatReceipts because it claims to "…work in parallel with these programs (to) help eliminate data entry for them."  Well, it doesn't really help in that way, at all, ...

What is the best way to record payment types as a check with a check number?

I have been using Neat Receipts to store my receipts from 2006 and exported them into Excel for creating expense reports, but I have just purchased QuickBooks Pro 2007 to track my finances for this fiscal year (and beyond), but I am unsure how to go about creating/categorizing my scanned receipts in the receipt manager so that it will sync QB Pro ...

Choose a 'debit' account that is analogous to the value in the 'category' field in NeatReceipts.  This is usually an expense account in QuickBooks.  You should choose a 'credit' account that is roughly analogous to the 'payment type' field in NeatReceipts.  This is usually a 'bank' type ...