Why do I need to change the name of my company file?

  • 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.

 

IMPORTANT

  • Before making any changes to your QuickBooks Desktop company file name, create a back up copy of the file.
  • If you are using Loan Manager that you set up in QuickBooks Desktop, you need to recreate the Loan Manager information after renaming your company file. This is because the Loan Manager file (.lmr) uses the same file name as the company file and renaming the Loan Manager file will produce an error when you try to open it in QuickBooks Desktop.

 

Rename your QuickBooks Desktop company file

  1. Launch your QuickBooks Desktop and open your company file.
  2. On your keyboard, press F2 or Ctrl+1 to open the Product Information window.
  3. Note the location of the company file listed in the File Information field.
    Quick tip: If the file name is too long, it will appear with an ellipsis (...). Hover the file name to display the full name.
  4. Close QuickBooks Desktop. (If you are in a Multi-User mode, close the company file in all work stations.
  5. Navigate to the location of the company file.
    Windows 10, 8.1 and 8: Right-click the Windows Start button and select File Explorer.
    Windows 7 and Vista: Right-click the Windows Start button and select Open Windows Explorer.
  6. Right click the file and select Rename.
    Quick tip: 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].
  7. Type the new company file name and press Enter. If Windows prompts you to confirm the action, click Yes.

Set up QuickBooks Desktop to use the new company file name

  1. From the QuickBooks File menu, click Open or restore an existing company.
  2. Select Open a company file and click Next.
  3. Select the new company file name and click Open.

Your new company file will display in the No Company Open window next time you open QuickBooks Desktop. If you are in a multi-user environment, repeat steps 1-3 on all workstations that use this company file.

HOW12882