How to Rename Your QuickBooks Desktop Company File?

by James Antonio

The Company file name in QuickBooks Desktop is the name you have provided at the time of its creation and setup. In many scenarios in the future, there require to rename the name of the company file. The below article is compiled up with a guide about how to rename your QuickBooks Desktop company file.

Rename Your QuickBooks Desktop Company File

Why You need to Change the QuickBooks Desktop Company File Name?

Several cases arise when you need to modify the name of the company file in QuickBooks. Here are some use cases:

  • Mistakenly used the wrong name or entered incorrect spelling when created the QB company file
  • If your company name was altered and you have to reflect the modifications on the company file
  • When condensing the file in QuickBooks and need to keep the name for the ease of accessing the historical data

Things need to Note before Implementing the Steps:

  • The information is for Windows System.
  • In case you are using Loan Manager to monitor or track the status of the loans then you require the renaming company file and then re-creating the Loan Manager. The reason behind this is the Loan Manager file (.lmr) uses the name matching with the company file. Hence If you simply give the name to the loan manager it will create an issue while opening the QuickBooks Desktop

Steps to Rename the QuickBooks Desktop Company Files

  • First of all, create a backup of the QB Company file to prevent data loss.
  • Now Open the QuickBooks.
  • Verify the location of the company file.
  • Discover the Home Page, hit on F2 button or Ctrl+1.
  • It will display the Product Information Window.
  • Check the location that appears in the File information field.
  • Locate the specified location.
  • Now give a right-click on the File.
  • Choose Rename button.
  • The name of the file may display as [CompanyName].qbw or simply [CompanyName].
  • Modify the name of the file and then hit Enter button.
  • Choose Ok for confirmation.

Setup QuickBooks Desktop to use the New Name of the company File

Follow the below steps:

  • Firstly locate the QuickBooks File menu.
  • Choose Open or Restore an existing company.
  • Give a click on Open a company file and then hit on Next option.
  • Choose the newly renamed company file.
  • After this hit open button.
  • A thing needs to know: In the case of using a multi-user environment, there is a need to open the newly renamed company file on each and every workstation.

That’s all for today! Hopefully, the above guidance about How to rename your QuickBooks Desktop Company File is easy for you to understand. What to think? Implement the steps in sequence and change the company file name in QuickBooks.


Need Some one on one QuickBooks Assistance?


Can I create a New Company File in QuickBooks?

Yes, here are the steps:

Open your QuickBooks Desktop.
Discover the no company open window.
Choose to create a new company.
Select one of the setup options named Express Start and Detailed Start.
Follow the on-screen instructions to complete the Setup process.
In case you having existing company file then give a new unique name; it will prevent the overwriting of the data.
Hit on Start working.

What method I do need to use to Create a Portable Company File in QuickBooks?

Login to the QuickBooks as an admin.
Click on the File menu and then choose to Create Copy button.
Hit on the Portable Company file button.
Choose Next option.
Now give a unique name to the Portable company file.
Pick a location to save the changes.
Once you are prepared now choose the Save button.
Click OK.

What do you mean by QBprint.qbp? Can I rename it?

QBprint.qbp comprises details regarding printer setup and form customization. It contains separate lines for the transactions, journal entries, invoices, a data line, etc. It is helpful during form printing in QuickBooks. All the modifications in the printer setup window apply to the QBprint.qbp file. You can rename the QBprint.qbp file to fix the basic issues/

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

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Pricing includes coverage for users
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
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  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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