Workaround For The Temporary Disconnect Between NeatConnect And Evernote

0780242NeatConnect, a cloud-connected digital filing system, is our favorite in-office productivity device. It syncs effortlessly with Neat’s trecently_updateddesktop software, NeatCloud, as well as with Dropbox, and Google Drive, allowing us to classify a variety of documents, from receipts to contacts. However, over the past few weeks we have not been able to sync to Evernote and are receiving an error message stating, “Items Could Not Be Sent. You’ve exceeded your upload capacity for this service.”

After several back and forths between the always-helpful NeatConnect and Evernote tech support, we have learned what the root of the problem is: because Evernote has increased its upload capacity for both Premium and Business accounts, there needs to be some sort of firmware modification before NeatConnect will go back to seamlessly connecting with Evernote.

Nevertheless, we were anxious to use our new scanner alongside our go-to digital workspace and organizing tool. Thus, after much trial and error, here are our workarounds for when you experience obstacles linking your NeatConnect Scanner to your Evernote Premium or Business accounts.

  1. Upload into the Neat desktop software. Once a file is in the application, you can email notes right into Evernote and easily name and direct the note right into its correct notebook and tags. To do so, address the e-mail to your Evernote e-mail address. If you don’t know what it is, you can find it by going to your Account settings. In the email’s subject line, first put the note’s title, followed by the @ symbol and name preferred notebook destination, and, finally, #’s to incorporate tags.

For example:

Subject: NeatConnect and Evernote disconnection @Tech Issue Fixes #NeatConnect #Evernote #Tech Issues

So, this note called “NeatConnect and Evernote disconnection” would go into our “Tech Issue Fixes” notebook under the searchable tags NeatConnect, Evernote, and Tech Issues.

  1. Upload and transfer. Upload files into one of the destinations that are working without any problems and then download notes to your computer to then upload into your Evernote. To try this method out, we tested by uploading client receipts from our Neat scanner into our Google Drive destination. When you upload into Drive, files will automatically go into a folder called “From NeatConnect”. You can then download the files from your Google Drive folder to your computer and manually upload them into Evernote. Though this is a three-step procedure, it will allow you to route your notes to their proper places.
  1. Set up a Free Evernote account to scan into. Right now free accounts are the only ones not experiencing any NeatConnect-to-Evernote issues. Once you upload into your free account, you can export your notes from this account and then import them into your Premium or Business account. To do this, open Evernote and login to your free account. Then right click on the notebook name and choose “Export Notes.” Choose the location of the export file, making sure that you choose the .enex file type, not .html when saving. Now, to import into your Premium or Business account, log in and for each of the .enex files you exported from your Free account, click File > Import Notes and choose the .enex file when prompted. After the import completes, you’ll see a dialog box explaining that your notes have been imported into a local (that is, not synchronized) notebook called “Import [the .enex file name]” and asking if you’d like to place these notes in a synchronized notebook. Choose yes. You can now name your newly imported notes, tag them, and move them into their rightful places.

**Keep in mind that Evernote Free accounts have a small capacity and even if you delete notes, you will not free-up quota; it resets at the end of each month.

Smart Tip of the Week: Get Up Off Of That Thang

Although we can easily sit behind our computers in the comfort of our homes or offices and “network” via social media, nothing replaces the in-person interaction. According to an infographic from, 85 percent of survey respondents reported that the number one reason they prefer in-person business meetings and conferences is building stronger business relationships.

For more about the power of getting up off your thang and getting out there, check out this infographic.


The Importance Of Organizing End of Life Documents

unnamedtimthumbIt is a topic we don’t like to talk about, but the conversation is so important. What are your wishes should you no longer able to make decisions for yourself? What types of heroic measures do you want to be taken to sustain your life? Who can make decisions for you? Who can handle your financial responsibilities? What happens to your things, physical as well as money? How about your property? Do you have a Last Will & Testament? A Durable Power of Attorney? A Medical Power of Attorney? How about an Advanced Medical Directive or a trust?

If you said no to any of these, I strongly suggestion getting one now. It is the best gift you can give your loved ones. If you said yes, congratulations you are ahead of the game. Now, the big question is… do you know where the documents are stored and most importantly, do the people who would need the documents know where to find them?

This set of documents can prevent a delay in getting you life saving care. They can take away your loved ones pain during a very painful time. They can help your loved ones make sure you get treatment based on your choices and they can help avoid family feuds based on your care and your estate.  An easy way to store your documents is to scan them and store them securely online.  Storing them securely (password protected) online is very helpful and makes them easily accessible but your next of kin may also need the originals to read your will or settle your estate.

Here is a downloadable form that includes the most common articles and indicates where they are located. Feel free to enter your information, save it and share with your loved ones so your wishes are always conveyed.  Don’t forget, if you are storing scanned documents securely online to include the passwords for the secure sites.  Think of the time and money spent creating these documents and recording their locations as a gift to your future self and your loved ones. You owe it to yourself.

Neatology: App Edition Featuring Mynd [VIDEO]

According to an AT&T and Small Business & Entrepreneurship Council survey, “Mobile apps save business owners almost 600 million hours annually, while smartphones and tablets save them nearly 2 billion hours.” That is a lot of time to be saved and used for other business functions such as new business development, R&D, etc.

So now we know apps can save us time, but which apps are the best for making that happen? Check out the Neatology Apps Edition, which features a scheduling app that will help to keep any small business owner on time and on task.

4 Reasons Why You Should Embrace Cloud Technology for Your Small Business

Small businesses in the U.S. are expected to more than double in the next six years, from 37 percent to almost 80 percent, with the use of the cloud and cloud technologies. Although the cloud can sometimes be a mystery and you might have questions before welcoming it into your business with open arms, here are four reasons why you should embrace cloud technology and how it can help your business.

  1. Mobility. The cloud is a centralized location that stores data, accessible anytime, anywhere, and by any device. This allows you to take your business out of the constraints of an office and on the road where you can be mobile and reach clients, employees, and others that may need attention.
  2. Flexibility. As needs change for the business, the cloud can change and grow along with it. It also provides the capability to build and use relevant applications in order to compete with other companies.
  3. Data Backup and Sharing. Storing data in the cloud makes backing up your data easy. Through the wireless data transfer, your information can be automatically updated and stored, and in the case of a system crash, the data can be retrieved from the cloud storage client ensuring you don’t lose all your data. Filing sharing is even simpler. By uploading documents to a cloud storage service, you can host the document and just share a link and employees and co-workers will have access to relevant files.
  4. Competition. Being able to use software at a lower cost allows the “little guys” to keep up with big corporations. Just like how social media gave the smaller business a voice, cloud gives smaller business capabilities that were once considered to be out of reach. With an array of affordable and scalable cloud options, small businesses can “take their operations to the next level.

In a report by Parallels, a software company enabling companies to provide cloud services, the cloud services industry grew to $45 billion worldwide, with 6 million SMBs purchasing their first cloud service last year. The cloud service industry is projected to grow to a $95 billion industry by 2015, growing 28 percent annually.

Overall, cloud technology gives small businesses an edge and the competitive advantage it needs to stay head to head with larger companies. While there is still much to learn about the cloud for small businesses, it is important to understand the benefits of being able to embrace and use this technology to streamline, simplify, and secure your processes, and remain competitive.

Manage Your STUFF: Get Organized in 2015

Do you dream of getting organized this year? What about your other 2015 New Year’s Resolutions? Even if getting organized in 2015 is not on your resolution list, getting organized can be the first steps to help you with all of your New Year’s resolutions! Getting organized will free up the time and energy you need to tackle the other things on your list. Getting organized means more time to spend with your family, more energy to exercise, maybe even more money to do all the things you’ve dreamed of doing!

So, whatever your 2015 New Year’s resolution; the first step is getting organized. And getting organized is easy with our no-fail, 5 step process to organize anything – Manage Your STUFF™! When it comes to organizing, it can be hard to know where to start and easy to get overwhelmed. But with the five steps to guide you, you’ll always know what to do next. This will help you feel in control of your organizing projects and goals. So, if you’re ready to take control of your STUFF, read on…

What is STUFF? STUFF is the easy-to-remember acronym for our 5 step process to organize anything! Let’s summarize the 5 steps.

    • Sort – Sort your stuff into like categories
    • Toss – Decide what to do with each item: Keep, Sell, Donate, Toss
    • Unify – Assign the keepers to their new homes by zone
    • Fill – Find and fill containers for each group of items or activity
    • Follow Up – Commit to a regular maintenance schedule

So remember: Sort, Toss, Unify, Fill and Follow Up – these are the steps that will get you from where you are to where you want to be!

Now let’s get into more detail.

Step 1: Sort
Here is where you want to give it some thought. Think about how you use the item and where you will most easily find it again. It’s all about what makes sense to you. Keep it simple by choosing broad categories such as office supplies, toys, and sporting goods. Avoid miscellaneous categories, which allow you to postpone decisions.

Step 2: Toss
Start with the obvious. The simplest way to begin is to do a sweep of your house and collect items that are obvious trash. Take a recycling bin and garbage bag and collect things such as expired coupons, holiday catalogs, magazines, and old newspapers. This is an easy task that will give you an immediate sense of accomplishment. Once you’ve found some motivation, move to the next level and start collecting items to donate or sell.

Tip: Find a reason to let it go. If you’re feeling guilty about getting rid of things, then do something good with them. Make some money by selling your items online or through consignment. Or, donate them to your favorite charity and take a tax deduction.

Step 3: Unify
Clutter usually accumulates because items have no home. So, make a home for everything. Create zones that make sense. Look at where clutter collects and set up ways to organize it. Place a bowl or basket where mail and keys tend to fall. Can’t make it to the coat closet? Put up hooks where you tend to throw your jacket.

Step 4: Fill
Now that you’ve sorted items into categories, it should be easy to find the right size containers for everything. Choose containers that are large enough for the items they are storing, but that also fit the space where they are being stored.

Step 5: Follow Up
Once you have systems in place, take just a few minutes each day to maintain them and you’ll never have to worry about clutter piling up again. Follow these rules to keep your clutter in check: Clean up as you go. File, Don’t Pile. Follow the “One in, One Out” rule

Let’s face it, life is busy, and organizing projects can often lag behind other seemingly more pressing priorities. Be sure to schedule time for your organizing projects, just like any other appointment or priority, so that you can reach your goals and feel the benefits of a more organized life.

If you’d like to learn more about our STUFF process, take our Manage Your STUFF – Five Steps to Organize Anything e-course! You’ll learn even more tips and tricks! We also provide you with real-world examples, so you’ll really know how to tackle your STUFF!

Here’s to a Happy and Organized 2015!

Certified Professional Organizer®, Sarah Buckwalter has over 15 years of experience running Organizing Boston, the 2014 winner of Best of Boston Home™, Best Professional Organizer. Highly regarded and nationally recognized as an industry expert, Sarah shares her knowledge and experience through her speaking, coaching and training programs at