User Manual

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Chapter 7 Exporting, Reporting & Printing
7
Exporting, Reporting & Printing
Importing Your Quicken Account to Neat 5
If you are exporting to a Quicken account for the very first time, you will need to facilitate the
connection between Quicken and Neat 5 by importing an account.
1. During the Neat 5 export, when prompted to select a Quicken Account, click Manage
Quicken Accounts.
2. Click Import.
3. Navigate to and select the .QIF file you want to import.
4. Click Open.
5. Click OK in the Success dialog box.
6. Click Back to return to the export dialog box.