Importing Folders - The Neat Company Desktop Scanner NeatReceipts User Manual

Set Orientation
5. Under the
Set Output
6. Under the
Preview
7. Click
Export
8. Click to export the data file.
Save In
9. Use the
save the exported file.
Save As
10. In the
Save as type
11. In the
Save
12. Click .
For more information about these PDF features, see the following topics:
• How do I use Export To PDF and Scan To PDF?
• Using Scan To PDF
How do I import and export folders?
NeatWorks allows you to share a folder of receipts by emailing it as a NeatWorks file
or by exporting it in a variety of other formats: PDF, Excel, Word, HTML, QuickBooks,
Quicken, MS Money, OFX and CSV (comma separated values).
You will find the following, related topics addressed in this section:
•

Importing Folders

• Emailing a Folder
• Exporting to a NeatWorks File
• Exporting to Excel
• Exporting to CSV (Comma Separated Values)
• Exporting to RTF (Word), PDF, or HTML
• Exporting QIF Files to Quicken (2004 and Earlier)
• Exporting QIF Files to Quicken (2005 and Later)
• Exporting OFX Files to MS Money
• Exporting to QuickBooks
Importing Folders
It's easy to import a folder that has been emailed to you from another NeatWorks
user. To do so:
1. Download the .nrx (or .zip) file, taking note of where you are storing it.
2. Do one of the following:
• Navigate to the folder containing the .nrx file and double-click on the
file's icon. NeatWorks will start automatically and import the file.
heading, choose a page orientation.
heading, select your output options.
to preview the exported data file.
dropdown list to navigate to the folder in which you want to
dialog box, type a file name.
dropdown list, leave the default file type suggested.
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