Date formats

Choose a date format for your own screens while keeping the dates your business sends to customers and suppliers consistent.

Choose your personal format

1. Go to Settings → Account.
2. Find Date Format and choose a format, or Use organization default.
3. Click Save Date Format.

Your choice applies to dates and date entry in the app across your organizations and devices. It does not change another team member’s preference or your organization’s documents.

Use organization default follows the organization you are currently working in. If you switch organizations, your screens follow the new organization’s format. The option shows the organization’s format and an example. Choosing a specific personal format keeps that format across all of them.

Set the organization format

An Admin sets the shared format:

1. Switch to the organization you want to configure.
2. Go to Settings → Organization.
3. Under Regional Preferences, choose Date Format.
4. Click Save Changes.

The organization format applies to newly generated business documents, date placeholders in business emails, PDF and print output, and human-readable spreadsheet exports. It also sets the app format for teammates who choose Use organization default.

The initial organization format follows the country selected during setup: MM/DD/YYYY for the United States, DD/MM/YYYY for the United Kingdom, Hong Kong and the EU, and YYYY/MM/DD for Canada, Japan, South Korea, China and Taiwan. Other supported countries use their regional order. Without a selected country, the default is DD/MM/YYYY. An Admin can choose any of the available formats in Organization → Regional Preferences. Changing the country later keeps the saved format unless you choose Use Country Defaults.

Available formats

The examples below all represent 13 October 2026.

Choice	Example	Meaning
MMM D, YYYY	Oct 13, 2026	Abbreviated month name, day, year.
MM/DD/YYYY	10/13/2026	Month, day, year.
DD/MM/YYYY	13/10/2026	Day, month, year.
YYYY/MM/DD	2026/10/13	Year, month, day.

Type dates in the selected format or choose a date from the calendar. You can also paste an unambiguous date such as 2026-10-13. Changing the format changes how a date looks, not which calendar day it represents.

Which setting applies where?

Where you see the date	Setting used
App pages, date fields, filters, tables, and live reports	Your personal choice, or the active organization’s format if you follow its default.
Generated invoices, quotes, receipts, statements, and other business documents	Organization format.
Date placeholders in business email previews, sends, and automatic reminders	Organization format when the email is composed.
PDF and print output, including browser printing of live reports	Organization format.
Readable report and organization spreadsheet exports	Organization format.
Published report snapshots	The format saved when the report was published.

Choose Excel when the display matters

Excel workbooks keep dates as date cells with a display format. CSV files have no date-cell formatting, so Excel or another spreadsheet app may interpret them using its own regional settings when opened.

What stays in its original format?

• Uploaded files and stored PDFs are not rewritten when a preference changes.
• Already composed or sent emails keep their original content. Retrying a queued email does not restyle it.
• Published report snapshots keep their saved presentation.
• Imports use the source file’s format. Confirm the file’s date order when asked rather than assuming it matches your personal preference.
• JSON backups, integrations, and files intended for re-import keep their prescribed date formats. Dates exchanged through the public API keep the YYYY-MM-DD form, such as 2026-10-13.

The organization’s timezone determines what counts as today and when scheduled work runs. Date format is a separate choice: neither setting shifts an existing invoice or transaction to a different day.

Worked example: different preferences, consistent invoices

Your organization chooses DD/MM/YYYY, while you choose MM/DD/YYYY on your account. For an invoice dated 5 June 2026:

• You see 06/05/2026 in the app.
• A teammate following the organization default sees 05/06/2026.
• The newly generated invoice PDF and email date placeholders show 05/06/2026, regardless of which teammate sends it.

Everyone is working with the same invoice date; only its presentation differs.