Import receipts from CSV (web)

CSV import for receipts is web-only.

Steps

1. Open import on web

Sign in at app.doortrackr.com, open Receipts, and start the CSV import wizard.

2. Upload the template

Download/use the expense CSV template, fill rows, and upload.

3. Review and confirm

The wizard helps you correct categories, properties, and vendors (including merge/rename style cleanup). Confirm eligible rows. Download failed rows if some don’t import.

Tips

• Import is ideal for year-end catch-up or migrating a spreadsheet.
• After import, spot-check Schedule E reports.

On mobile

View and edit imported receipts on mobile; run the import itself on web.