Change the date format for payment gateway statements

Problem Statement

You need to choose or change the date format used when you download payment gateway statements for reconciliation with QuickBooks or Xero.

Solution

The date format for gateway statements is set when you enable and set up reconciliation for the QuickBooks or Xero integration.

Steps to Set It Up

1. Go to Settings → Third-Party Integrations → select QuickBooks or Xero.
2. Open the Reconciliation section and click Set up reconciliation (or equivalent).
3. When you enable automated reconciliation, you can choose the date format for the generated statements (e.g. MM/DD/YYYY or DD/MM/YYYY). Select the format that matches your accounting software or preference.
4. Save the setup. Future gateway statements will use this date format.

Use the same date format in QuickBooks or Xero when you upload or match the statement so that dates align correctly during reconciliation.