Intuit QuickBooks^® Desktop - Direct Connect

Instructions: Windows Direct Connect

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank

• Choose Lists menu > Chart of Accounts
• Right-click on the first account you would like to deactivate and choose Edit Account
• Click the Bank Feeds Settings tab in the Edit Account window
• Select Deactivate All Online Services and click Save & Close
• Click OK for any alerts or messages that may appear with the deactivation
• Repeat steps for any additional accounts that apply

RECONNECT Online Banking connection for accounts that apply

• Choose Lists menu > Chart of Accounts
• Right-click on an account you would like to activate and choose Edit Account
• Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that will appear
• Enter Evergreen Federal Bank in the search field and select Continue
• Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your Online Banking credentials.
• If your credentials do not work, contact Evergreen at 541-479-3351 or toll-free 1-800-275-6148
  Mon. - Fri. 9 a.m. - 5 p.m., Pacific Time.
• Ensure you associate the accounts to appropriate accounts already listed in QuickBooks. Link to your existing accounts in the drop-down options labeled Select Existing or Create New.
  Important: Do NOT select “Create New Account” unless you intend to add a new account to QuickBooks. If you are presented with accounts you do not want to track in this data file, choose Do Not Add to QuickBooks.
• After all accounts have been matched, click Next and then click Done

Instructions: Mac Direct Connect

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank 

• Choose Lists > Chart of Accounts
• Click the first account you would like to deactivate and choose Edit > Edit Account
• Choose Online Settings in the Edit Account window
• In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save
• Click OK for any alerts or messages that may appear with the deactivation
• Repeat steps for any additional accounts that apply

RECONNECT Online Banking connection for accounts that apply

• Choose Banking > Online Banking Setup
• Type your institution's name in the search field, then click Next and follow the instructions in the setup screen
• Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next
• Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your Online Banking credentials.
• For each account, you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
• Click Next, and then click Done
• Repeat this step for each account that you have connected to Evergreen

QuickBooks Help