In some situations, you might need to change your QuickBooks Desktop company file name. For example:

  • Your company's name was changed and you want your company file to be a representative of the new name.
  • You created a QuickBooks Desktop company file but misspelled or used the wrong name.
  • You created a new copy of a company file while troubleshooting an issue, and you want the new file to use the same name as the previous file.

: If you use Loan Manager to track loans that you set up in QuickBooks Desktop, you need to recreate your Loan Manager info after you rename the company file. This is because the Loan Manager file (.lmr) uses the same file name as the company file, and if you rename the Loan Manager file you will receive an error when you try to open it in QuickBooks Desktop.

Detailed instructions

Important: Before you make changes to your QuickBooks Desktop company file name, save a back up copy of the file as a precautionary measure.

Rename your QuickBooks Desktop company file:

  1. Launch QuickBooks Desktop.
  2. Open your company file.
  3. On your keyboard, press F2 to view the Product Information window.
  4. Note the location of the company file in the File Information field.
    If the file name is too long, it appears with an ellipsis (...). Mouse-over the file name to display the full name.
  5. Close QuickBooks Desktop. (If you are in a Multi-User mode, close QuickBooks Desktop on all workstations that use the file).
  6. Go to the company file location.
    • Windows Vista & 7: Right-click on the Windows Start Button and select Open Windows Explorer.
    • Windows 8, 8.1 and 10: Right-click the Windows Start button and select File Explorer.
  7. Right-click the file name and select Rename.

    Important: Depending whether your Windows Folder Options are set to show or hide extensions for known file types, the file name may appear as [CompanyName].qbw or just [CompanyName].
    If you see the .qbw file extension, your new company file name must also end with .qbw. If you do not see the .qbw file extension, do not add it when you rename your company file.

  8. Type the new company file name and press Enter. If Windows prompts you to confirm the action, click Yes to verify.

Set up QuickBooks Desktop to use the new company file name

  1. Launch QuickBooks Desktop.
  2. Open the new company file in your version of QuickBooks:
    1. In the No Company Open window, click Open or restore an existing company.
    2. In the Open or Restore Company window, select Open a company file and click Next.
    3. In the Open a Company window, select your new company file name and click Open.
Your new company file will display in the No Company Open window next time you open QuickBooks Deskop.
If you are in a multi-user environment, repeat steps 1 and 2 on all workstations that use this company file.