The name of your company file depends on what you set up when you created it. The following are some of the situations where renaming the company file is necessary:
  • You created a QuickBooks Desktop company file but misspelled it or used the wrong name.
  • Your company's name was changed and you want your company file to reflect the change.

IMPORTANT: These steps are for Windows computers only.

Rename your QuickBooks Desktop company file

  1. Back up your QuickBooks company file.
  2. In QuickBooks, check the location of the company file.
    • While on the Home page, press F2 or Ctrl+1 to open the Product Information window.
    • Note the location listed in the File Information field.
  3. Go to the location specified.

    Right-click the Windows Start button and select File Explorer (Windows 10, 8.1 and 8)  or Open Windows Explorer (Windows 7 and Vista).

  4. Right-click the file and select Rename. The file name may appear as [CompanyName].qbw or just [CompanyName].
  5. Change the file name and press Enter.
  6. Select Yes to confirm the action.

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 newly renamed company file and click Open.

Note: If you are in a multi-user environment, you need to open the renamed company file on all workstations.

If you are using Loan Manager, you will need to recreate all your Loan Manager information. Recreating the information will generate a new Loan Manager file (.lmr) with the same file name as your company. Just renaming the Loan Manager file will cause an error when you try to open it in QuickBooks Desktop.