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terib
Level 2

Fix company file name

How do I fix the company file name?  Somehow it got changed to all lower case and I would like to fix it so that it is upper and lower case.  When I use the F2 I see the file location and I have corrected it there but when I go to do a backup, the company name still appears as all lower case.  What am I missing to fix this?  Any help would be awesome.  Thank you.

5 Comments 5
FishingForAnswers
Level 10

Fix company file name

@terib  "When I use the F2 I see the file location and I have corrected it there---"

 

When you say you corrected it there, which exact name did you correct? While the company file is at the file location, there are some associated files there as well.

terib
Level 2

Fix company file name

I corrected the company name in all of the files I could find.  I went to File Explorer > Users > Public > Public Documents > Intuit > QuickBooks > Company Files

From there I corrected the file types: Quickbooks Company File, ndFile and  tlgFile

Is there something in the other folders that needs to be corrected?

Bryan_M
QuickBooks Team

Fix company file name

I'm glad to see you here, @terib. Creating a backup file will show the original file name, not the company name you changed. Allow me to share more details on how you can correct this.

 

Before anything else, I'd like to know how you correct the company name. The F2 tab will only show the original file name having the lowercase version in the Location section. If you want to see your backup company file based on your preferred name, you can edit it before saving it. Here's how:

 

  1. Go to File.
  2. Select Back Up Company and Create Local Backup.
  3. Pick Local Backup.
  4. Click Save it Now, then Next.
  5. Enter the correct name of your file in the File name section below.


     

 

 

You can also visit this article to learn more about changing the name of a company file: Rename your QuickBooks Desktop company file.

 

I'll also share this article to ensure that your QuickBooks Desktop is up-to-date: Update QuickBooks Desktop to the latest release.

 

Leave a comment below if you have additional questions about changing the file name. We'll be willing to lend a hand. Keep safe, and have a good one.

terib
Level 2

Fix company file name

Yes, I see that and thank you, but how do I fix it so that I don't have to correct it each time a backup is created?

GenmarieM
QuickBooks Team

Fix company file name

I appreciate you following up on this thread, terib. Let me share a way to handle your QBDT backups that won't require constant file name edits. Let me discuss this below.

 

To streamline your file management process, ensure to open the edited file in your File Explorer by clicking the Open or restore an existing company. This proactive step will help you avoid the hassle of manually renaming the file during future backup operations, ultimately enhancing efficiency and organization within your company’s workflow.

 

You can use these photos as your reference:

c1.png c2.png

 

Moreover, you can hide the original company file in the QuickBooks Company List. Click on Edit List, select the company file you want to hide, and it will no longer appear in the list. This will help prevent any confusion when you're opening your company files.

 

c3.png c4.png

 

Furthermore, you can use this article for detailed information and steps in backing up your company file: Back up your QuickBooks Desktop company file.

 

I've also added this article to help you resolve any performance issues with QuickBooks Desktop (QBDT): Manage your data files to fix QuickBooks Desktop performance issues.

 

Please let us know if you have any further questions about backing up your company file. The entire Community is always available to assist you at any time.

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