cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How can I change date format used

I need to change the date format to Month/Day/ Year, so when I export into excel I can sort by date.  With the Day/Month/Year format that is the default, you cannot sort so that each month is together

Solved
Best answer 03-11-2019

Accepted Solutions
Level 2

Hello e.vanderiet, Let's change the date format in your Q...

Hello e.vanderiet,

Let's change the date format in your QuickBooks Online account in just a few clicks!

Here's how to:

  1. Click on the Gear icon.
  2. Click on Account and Settings.
  3. Go to Advanced.
  4. Click on the pencil icon under Other preferences, select the date format that you want to use.
  5. Click on Save under other preferences.
  6. Click on Done.

That's it! The date format set in QuickBooks will flow on your reports and exported excel file.

Let me know how you go by leaving a comment below and I'll be here to help you.

View solution in original post

15 Comments
Level 2

Hello e.vanderiet, Let's change the date format in your Q...

Hello e.vanderiet,

Let's change the date format in your QuickBooks Online account in just a few clicks!

Here's how to:

  1. Click on the Gear icon.
  2. Click on Account and Settings.
  3. Go to Advanced.
  4. Click on the pencil icon under Other preferences, select the date format that you want to use.
  5. Click on Save under other preferences.
  6. Click on Done.

That's it! The date format set in QuickBooks will flow on your reports and exported excel file.

Let me know how you go by leaving a comment below and I'll be here to help you.

View solution in original post

Level 1

Re: Hello e.vanderiet, Let's change the date format in your Q...

Hi,

 

This is great, but the options are terrible.   I have a company that sends invoices to both British and American companies.  Whichever option we choose of dd-mm-yy or mm-dd-yy will confuse one set of customers or another.  Why are there not any options that write out the month, to be acceptable to both?  And why is this a global setting, not one we can change with a different invoice template for both sides of the Atlantic?

 

Thanks

Level 3

Re: Hello e.vanderiet, Let's change the date format in your Q...

I concur wholeheartedly. The options are useless when we need to invoice to multiple countries. There needs to be an option with MMM for a 3 character month at the minimum. We use our own date on every line entry of an invoice to get around the problem but the Invoice date and ageing date are still in this useless dd-mm-yyyy or mm-dd-yyyy format. We have to keep changing the preference before sending the invoice to each country.

QuickBooks Team

Re: Hello e.vanderiet, Let's change the date format in your Q...

Thanks for your feedback about the date format in QuickBooks, spiderman789 and Andrew_Hertford.

 

While getting more options for the date format is unavailable, you can go back to the Other Preferences window and change it manually.

 

I will share your suggestions with our product engineers for review. They'll take a look at them and check if they can add it for future updates. 

 

We're always here to help anytime you have questions with Quickbooks.

Level 3

Re: Hello e.vanderiet, Let's change the date format in your Q...

We wouldn't need 2 separate formats if you would just make an option available with MMM for month instead of MM, ie. 20-Apr-2019 or Apr-20 2019. It would remove confusion completely for all countries. Such a simple change to remove an obvious ambiguity.

Level 1

Re: Hello e.vanderiet, Let's change the date format in your Q...

Would appreciate if this feature was added also.

Level 1

Re: How can I change date format used

There is no "gear icon".

 I am accustomed to seeing and using the "gear icon" for many things; however, there appears to be no "gear icon" within Quick Books Pro 2018. So now what?


@e-vanderiet wrote:

I need to change the date format to Month/Day/ Year, so I can see the full date on Balance Sheet reports and Profit and Loss Statements.


 

QuickBooks Team

Re: How can I change date format used

Hi Lee W,

 

The above steps are for the QuickBooks Online version. For QuickBooks Desktop, you can change the date format of your reports from the preferences. Let guide you through how. 

  1. Click Edit at the top.
  2. Click Preferences.
  3. In the left navigation menu, click Reports and Graphs.
  4. Click the Company Preferences tab.
  5. Click the Format button under the Default formatting for reports section.
  6. Click the Date Prepared drop-down, and select your desired format.
  7. Click OK. Then, OK in the Preferences window.

Once done, open your reports again.

 

Please see attached screenshots below.

 

You can read more of the details about customizing reports in this article: Customize reports in QuickBooks Desktop.

 

I've also added our page about reports and accounting for future reference.

 

Please let me know if there's anything else you need. I'll be around to help.

 

 

 

Level 1

Re: How can I change date format used

I have done that. Multiple times. 

I clicked "Default" to make the selection, then chose the full date, with a check mark for the selection; then saved it showing the full spelled-out date.... September 20, 2019.... written out in full.

The column heading still shows up as Sep 20, 19

Is there an additional place to make this choice, such as a global selection that shows every date as the full name of the month, the day, and the full 4-digit year?

 

 

Level 1

Re: How can I change date format used

I have done that. Multiple times.

I checked the full date.... September 20, 2019.... written out in full. The column heading still shows up as Sep 20, 19.

I want at least to show the full year, i.e. 2019.

Why can we not use the Windows 10 Snipping Tool to cut and paste here? Issues would be so much more clearly shown if I could snip and past a photo of the choices I made and the resulting report that does not display those choices.

 

Level 1

Re: How can I change date format used

Please see screen shots.

What am I doing wrong?

Level 1

Re: How can I change date format used

Dates still look like this screen shot, with just 2 digits for the year. Thanks for helping.

Level 1

Re: How can I change date format used

I am also choosing the full spelled-out month - day - year when printing the report, on Customize Report. The Date Prepared shows up fully written out, but the column headings still have only 2-digits for the year. I need 4-digit years to show on the printed page. Thanks.

QuickBooks Team

Re: How can I change date format used

Hello there, Lee W.

 

I appreciate your effort in keeping us updated with all the results. I'm here to bring additional clarification about changing the date format of your reports in QuickBooks Desktop.

 

At this time, we're unable to change the column heading format as it is used by default. But I'd love to raise this suggestion to our developers so they'll know your preference.

 

Most of the feature updates are made to meet our customers needs. For now, I want you to be updated with the new features added in the software by checking the New Features option.

 

Here's how:

  1. Go to the Help icon.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.

 

Another way of being updated to the latest feature release features in QuickBooks Desktop is through this website: QuickBooks Updates: New QuickBooks Accounting Software Updates.

 

Always get back to me if you have other questions aside from this. I'll be around to help.

Level 1

Re: How can I change date format used

Thank you Charles M. for responding.

I cannot imagine what QB developers are thinking when they decide the just cannot code a column heading to show a fully understood, clear, unambiguous date in a 4-digit format.

 

When I show reports to other people I have to manually ink in the last two digits of the four-digit year. How bizarre that this very important detail cannot simply be a choice like so many other less important Preference choices.

 

I also have some concern that when I go back into this Help site, I see "Solved" for my problem.  No, it isn't solved. And no I'm not any kind of "experienced" person on this site. We can do better can't we?

 

I do appreciate your help, after seeing so many posts that say simply go to Preferences and make the change, when indeed the change is not even available.