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Clean up your workspace in QuickBooks Desktop

SOLVEDby QuickBooksUpdated 3 weeks ago

It may be a challenge to differentiate your new company file from the old file especially when you just restored a new version. Below are your options to ensure that you can set these files apart.

File name change

By renaming, you can easily determine which file you're in.  To locate your company file, press F2 while logged in to open the Product Information window. Take note of the location and follow the path to find your file.

  1. Right-click the company file, then select Rename.
  2. Enter a new file name or edit the current one.

QuickBooks shortcuts

When you open QuickBooks and see the No Company Open window up with the list of your company files, this is a shortcut.

Note: If you renamed your file or changed its location, you will no longer be able to access the company from this list as the link is already severed.

Remove your old file from the QuickBooks window

If you don't have the QuickBooks window open, hold down the CTRL key (Command for Mac) while opening QuickBooks.

  1. On the No Company Open window,  select Edit List.
  2. Put a checkmark next to your old file(s).
  3. Click OK.

Note: This action will not delete your file; it only removes the shortcut from the QuickBooks window.

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