Rename Business

Manager Setup > Summary

Rename a Business

You can name or rename a business for any reason, including:

Initial setup
Change of formal business name
Change of trading name
Removal of date stamps from backup files

There are two, independent aspects of naming:

Setting the business file name that appears in Manager’s Businesses tab
Setting the business or trading name on transaction forms, such as sales invoices, receipts, purchase orders, etc., and on statements and reports.

Rename a business

The trading name of an existing business can be changed at any time following the same procedures described above for initial naming. Click Update to save the new trading name.

A business file name, under which the business appears in the Businesses tab, can be changed by clicking Rename beside the business name at the top of the Manager window:

Edit the business file name and click Update. This step has no effect on the trading name unless one has not been entered.

Note
Changing either a business file or business trading name affects no accounting data. Nor does it change data file names of prior, existing backups or the trading names they contain.