- #How to use neat receipt scanner without plan how to
- #How to use neat receipt scanner without plan software
- #How to use neat receipt scanner without plan download
The good news is that it is well made, small and packs easily. I bought this product to scan my travel receipts while on the road. This kills the whole idea to create efficiency and save time. There are multiple steps to define the program to export to each time, define the account to go to each time, then go to accounts payable to view the details of the export, and then to change the date on the transaction. If I have to go into each receipt to fix the date, I might as well just enter them.Ĭonclusion: The problems using this to export to Quickbooks make is such that it just doesn't do the job. My conclusion was that there appears to be no fix for that. Given that, I went through all the menus, help info, and user forums. I got an email back that says they will get to me when they can. There is no live help help and customer service are only available by email. I tried several different things, checked online forums, help, but there wasn't anything about correcting this. However, the final thing that killed the deal was that the exported items all come in with the date exported, and not the date of purchase. Although that's not the way I record I QB's, I could live with that if it meant that I didn't have to enter all those receipts. Therefore it is an extra step to go to accounts payable to see the detail to make sure it was correct as well as to look at it for analysis on another occasion. To get that information, you have to then go to accounts payable. When Neat exports them, the accounts are all listed as accounts payable and not the account that I selected. office supplies, hardware, software, etc. They are listed with the vendor, date purchased, and the account that they go into e.g. I have an account in Quickbooks where all the charge receipts go. Practical use: This is where the Neat fails miserably. Batching the exports is definitely the way to go to make things efficient, but still not as much of a time saver as I thought it would be, especially when you have to keep selecting the accounts in QB's.
#How to use neat receipt scanner without plan software
Then, you have to choose the account from Neat software to the account in QB's each time. You can't set any or preferable locations. This involves many clicks from My Computer, All users, shared documents, documents and settings, shared documents, Quickbooks, Company, etc. The next problem is each time you export a receipt, you have to drill down to tell Neat where you want it to export. If you do have to go away and do something else while it is processing the scans, it takes away from the time saving purpose of using Neat. I wanted to see if it exported properly before I invested a lot of time scanning. Perhaps the best thing is to scan in a bunch of receipts, then go do something else while it works and come back later. The first thing is that although the scanning is pretty quick, it takes a while for the software to convert the data into a viewable receipt. Once reading the directions, I have to admit it was no problem using the machine, but it was cumbersome. However, menus are not intuitive until you read the directions. Starting: I'm pretty intuitive and usually start using a program and exploring menus without a I had to endure many restarts of my computer (most had to be without proper shutdown and by using the on/off switch on my computer), and unplugging and plugging the USB connection to the computer for the wireless mouse. Finally ready to install, and it freezes and crashes my computer (Windows XP) and my wireless mouse multiple times. Usual policy to close all other programs during installation of a new program was followed. (The time required for this was my ignorance and not Neat's, however, the same might be true of others as well).
#How to use neat receipt scanner without plan how to
Had to go to help and finally found out how to do this. Seems easy, but Firefox didn't have a pull down menu for this. It directs you to disable any internet firewalls or anti-virus software.
#How to use neat receipt scanner without plan download
After multiple tries, I was able to download the software. Their website is slow, freezes, and often links you to a non-functioning page. However, version 5 is out, so you are directed to the internet to obtain it as prior problems have supposedly been fixed. Installation: The box comes with version 4 of the software. I hate this task, and I thought the money would be well worth the time savings. The box and information say that Neat will do this. I bought this with the intent of scanning charge receipts from my business and exporting them into Quickbooks. Since that is my purpose, I'm returning it. However, IF YOUR GOAL IS TO EXPORT, I would not buy this unit. If all you want to do is scan and organize papers, I think that this unit would be FABULOUS once you get it installed and start using it (this is not a quick or easy task). I rarely write reviews, but this unit does not do what it says it does, and I'd like to save another potential buyer from going through what I did.
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