Renaming a file in library and online

Question

I'd like to rename my online file and file in library to match.  How do I do this please?

Hannah_V · Answer

@Montagu can you please verify if you already did the step-by-step method mentioned above?
I already replicated this method on my end, this is regarding in changing the name of an online company file and not the company name.

To make sure, you may click on this Helpful Article: Changing the name of your AccountRight file

Montagu · Answer

That was not what I was asking.  I only want to change the file name as it has 2015-16 in its name and its now 2022-23.  The compan y name is not changing, just the file name.

Hannah_V · Answer

Hi, @Montagu thank you for your post.

To rename your online company file, follow this step-by-step method:

If your company file is online

* First, open your online company file.
* Then, go to the Setup menu and choose Company Information.
* After that, change the Company Name.
* Then go to the Help menu and choose Confirm Company File.
* Choose to Confirm Online then click Next.
* Close then reopen AccountRight.
* On the Welcome window, right-click your company file (listed with the old name) and choose Remove from list.
* Click Open a company file and sign in to view your online files. You'll see your online company file has been renamed.

In addition to that, you can check this Help Article: Manage libraries

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Regards,

Hannah