Do not use special characters other than underscore or hyphen characters. Now simply enter the new name you are going to use. Right click on EACH of those and then choose “Rename”. This is important: QuickBooks, depending on the version you have, maintains one or two folders that includes your file’s name as well as other auxiliary files that have your file name. Now drill down to the location of your QuickBooks file as determined in the last step.Don’t forget to exit QuickBooks once you have the information.) This will tell you the location of your file.
(If you are not sure of the answer, run QuickBooks then open your company and press your F2 key. Open your network drive, “My computer” or wherever your QuickBooks file is saved.To rename your company file in QuickBooks, exit the program and make sure all other users in QuickBooks exit the program.
SAVE QUICKBOOKS COMPANY FILE PC FOR A MAC HOW TO
These are a few reasons you may want to rename the file.įollow this step by step “ How to rename a file” process to rename your QuickBooks company file: Perhaps your DBA or legal business name has changed and you need your file to reflect the change. You may also be condensing your QuickBooks file and want to keep the renamed original intact so you can easily access historical data.
Perhaps you have been advised to make significant changes to your file and the way it is setup and need a copy of the original file for reference. First of all, you may be asking WHY you would want to rename your company file and there are several reasons. How to rename a file may not seem like rocket science, but if you are renaming a QuickBooks® company file, there are a few things to keep in mind that you may not have considered.
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