A Course of Action to Rename the QuickBooks Company Files

Learn how to safely rename QuickBooks company files without data loss. Follow simple steps to avoid common file errors.
 
NEW YORK - July 7, 2025 - PRLog -- Company file names contain any special characters, you won't be able to open them when needed. Therefore, always name your file carefully. If you have made a mistake in naming the file, rename it instantly before it's too late.
Go through the blog from top to bottom and see the list of special characters, and if you have already named the company file inaccurately, see how to rename the QuickBooks company files correctly.
A List of Special Characters and Word Length of Fields
The following are the special characters that a company file name can't have:
  • Alpha-numeric: A-Z, a-z, 0-9
  • Comma: ,
  • Dot or period: .
  • Question mark: ?
  • At symbol: @
  • Ampersand: &
  • Exclamation point: !
  • Number/pound sign: #
  • Single quote: '
  • Tilde: ~
Field   Maximum Characters
Account Name   31
Account Numbers   7
Amount   20
Custom Fields (Items)   30
Customer Message (Invoices)   101
Customer, Vendor, and Other Names   41
Item and Class Names1   31
Employee Name (First and Last)   25
Item Description (Invoices)   4095
Item Part Number   31
Job Description   99
Memo2   4095
Note Fields3   4095
Notes in Shipping/Billing Address   41
Username   29
Password   16
Ship to Name   41
Invoice Number Field   11
Lot Numbers    40
Report Company Name   60
Report Title   60
Report Subtitle   60
Report Extra Footer    60
Text Box   1000
PO Numbers   25
This is How to Rename the QuickBooks Company Files
Here are the steps that you must take carefully to rename the file if you have inappropriately named your company files.
Step 1: To check the location of the company file, press the F2 key on the keyboard to access the file and note down its location, which is listed in the list of file information.
Step 2: Press the Start key and click the File Explorer option.
Step 3: Open the File.
Step 4: Click Rename
Step 5:
The file's name resembles [CompanyName].qbw or simply [CompanyName].
Step 6:
You are allowed to either change to rename your company file.
Step 7: Tap Yes to apply the changes you made.
Final Overview
After reading this blog, you must know how to rename the QuickBooks company files and what characters not to add while doing that. Above, we have mentioned the list of special characters and the maximum length of the fields so that the length of the name doesn't exceed.
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