Rename QuickBooks Desktop Company File

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.

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.

• Select Open or Restore an Existing Company from the File
• Now click the option, Open a Company File.
• Now select the renamed file.
• Lastly, Press the option for Open.

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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