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Level 1
February 15, 2026
Question

how to edit a Client file name?

  • February 15, 2026
  • 2 replies
  • 9 views
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2 replies

dd4vols
Intuit Community Champion
February 16, 2026

The way I do it, is pretty simple.  On the top bar I hit FILE>>>>>>>SAVEAS>>>>> then choose the name i want it to be.   then go back to homebase and delete the file/return I don't like anymore.

I'm always afraid I'll screw-up changing the actual file name because I worry about the correct ending.

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Just-Lisa-Now-
Intuit Community Champion
February 16, 2026

In a regular Homebase view (not the EFTab), highlight the client and right click, choose RENAME.

Using Save As will leave you with 2 files, and a duplicate SSN message in the EFTab

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