Renaming a file may not be a complicated task, however, rename QuickBooks Desktop company file is a difficult task and one needs to keep certain things in mind while attempting the task.
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Maybe you have been asked to make crucial changes to your particular file and the way it has been set up and require an original file copy for your reference. In today’s blog, we will highlight how to change the name of the company file in QuickBooks from 2016 to 2024.
Why You Need to Change/Rename QuickBooks Desktop Company File
There can be a few reasons behind changing or renaming your QuickBooks company file name. Here is an overview of the reasons to change or rename the QuickBooks company file name:
- The file was named in a wrong manner.
- The QuickBooks company file name may comprise fewer characters. To meet the expected length of the name, you must rename the QuickBooks company file.
- You may have triggered a spelling issue when you were attempting to name your company file.
- The name of your particular company may have been altered. Because of this, the names of your particular file may have been altered.
- Your organization has collaborated with a different company. Hence, there can be a requirement that the company file may show the merger.
- Special characters are likely to have been included in the file name. These particular characters are leading to some issues.
What are the Mandatory Tips to Change Your Company File Name in QuickBooks?
It is important that during renaming your QuickBooks 2016, QuickBooks Desktop, etc., you must make sure of the following crucial tips. If you follow the tips, there will be no problems in the file renaming process:
- Make sure that you are allocating the right name to your particular file.
- Make sure that while renaming your company file in QuickBooks, zero special characters are added.
- Ensure that there are zero spelling errors while editing the file name.
- Make sure that the length of the new file name has the minimum required characters.
- Once you have renamed your file, you must save the new name and it is important. If you fail to do so, no edits will be made to it.
How to Rename QuickBooks Desktop Company File?
Before you start renaming, ensure to create a backup company file. Here are the steps to rename QuickBooks Desktop company file:
- Step 1: Check the location of the company file in QuickBooks. From the homepage, hit the F2 or Ctrl + 1 key to access the company file. Remember the location that has been listed in the field of file formation.
- Step 2: Navigate to the specific location press the Windows start key and then select the File Explorer option.
- Step 3: Now, you must select the Rename option after opening the file.
- Step 4: The name of the file will appear as [CompanyName].qbw or simply [CompanyName].
- Step 5: You can now change or rename your QuickBooks Desktop company file.
- Step 6: Lastly, click on the Yes button to confirm the change made in the company file’s name.
Related Topic- QuickBooks Company File Not Found
Change or Rename a Company File Name in QuickBooks for a Particular Client?
Here are the steps to rename or change the company file name in QuickBooks for a specific client:
- Choose the option of your particular client drop-down in QuickBooks. It will be on the top.
- Select any company file for renaming it.
- Press on Gear.
- Select the option, Your Company.
- Choose Accounts and Settings.
- On the left side of the panel. You will witness Company. Select the tab.
- In the particular company name segment, perform the changes to the specific file name.
- Press Save.
- Click the tab for done.
- Now select the company file. The name will be altered.
How to Change a Company File Name in QuickBooks 2016 or Older?
In QuickBooks 2016, the method to begin renaming the company files can be performed with the help of the Product Information screen and the steps given below:
- Open a company file post running the QuickBooks 2016
- Once the file begins running, click the F2 key.
- Now wait for the Product Information screen to open.
- In the screen, Locate File Information.
- In this option, Check Location.
- Now when you are aware of the location, Go to check your company file.
- Now choose the company file and then press right-click on it.
- Click the Rename option.
- Now you must edit the name or alter it completely.
- Make sure the file extension is identical to the previous one. It must not be edited.
- Now click the Enter key.
- After a prompt appears, click the Yes option.
Once you edit the company file name in QuickBooks 2016, you must set up the accounting software.
Related Topic- QuickBooks is Unable to Open this Company File
We hope that after reading this article, you are now clear about how to rename QuickBooks Desktop company file. We have highlighted all the important steps related to it and also discussed why it is important for business. Still, If you get stuck anywhere then you can reach out to Dancing Numbers team.
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Frequently Asked Questions
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/
Why does any user Rename their QuickBooks Desktop company file?
Users will rename the QuickBooks Desktop company file because there might be some naming error, update the file name to reflect changes in the business or comply with specific naming conventions. However, users may also want to rename the file when their organization has merged with another company or if the current name contains special characters causing issues.
How do I rename my QuickBooks Desktop company file?
To rename your QuickBooks Desktop company file, you should check the file location in QuickBooks and go to this location using File Explorer. Then, right-click the file and select Rename. Lastly, change the file name and confirm the change.
Can I rename my QuickBooks company file in QuickBooks 2016?
Yes, you can rename your QuickBooks company file in QuickBooks 2016. To do this, you will have to open the file and locate the file location in QuickBooks. After this, you must right-click the file, choose the Rename option, and then enter the new name. Ensure that the file extension remains the same and confirm the change. Lastly, you will have to set up QuickBooks to recognize the new file name.
What are the guidelines for renaming my QuickBooks company file?
The guidelines for renaming the QuickBooks company file are that you must avoid using special characters other than hyphens or underscores. Additionally, you are also required to ensure the new name does not include spelling errors and meets the required length. Lastly, make sure to rename all related files and folders to maintain consistency and avoid any sort of confusion.
Will renaming my QuickBooks company file affect my data?
No, renaming your QuickBooks company file will not affect your data. However, it’s very important to back up your company file before making any changes. This precaution ensures that you can restore the crucial finance-related data of your company in case anything goes wrong during the renaming process.
