Exporting to PDF, HTML and Microsoft Word is straight-forward, but before exporting NEAT Receipts data to Excel for the first time you must map database fields between NEAT Receipts and Excel column headings. NEAT Receipts tells you how to set up the Excel map, which is done easily from within NEAT Receipts, and Excel maps can be reused.
Exporting Data to Quicken, Microsoft Money and Other Financial Software
If you will be importing your receipt data from NEAT Receipts to financial software, set up categories in NEAT Receipts that are identical to your financial software categories to avoid problems with budget and other financial reports.
Exporting OFX data from NEAT Receipts to Microsoft Money and Money Plus is very simple to do, as is exporting QIF data to Quicken 2004 and earlier, although most people do not use a Quicken version over three years old.
Because Quicken 2005 and later only imports QIF data into cash accounts, a cash account must be set up in Quicken to import NEAT Receipts data. The NEAT Receipts documentation suggests holding transactions in the Quicken cash account, but this is not effective for those who have receipts from more than one account (which include just about everyone). Instead, import QIF transactions to the Quicken cash account, then move the transactions to the appropriate Quicken accounts.
