QB-Online

DISCONNECT Online Banking connection for accounts connected to Evergreen Federal Bank

Select Banking from the left column
Click on the account you would like to disconnect, then click the Pencil Icon on the corner of that account box
Click Edit Account Info
Check the box next to Disconnect this Account on Save
Click Save and Close
Repeat steps for any additional accounts that apply

RECONNECT Online Banking connection for accounts that apply

Choose the appropriate account from the drop-down menu under QuickBooks Account and then click Next. Important: Do NOT choose “+Add New” in the drop-down menu unless you intend to add a new account to QuickBooks Online
Click File Upload in the upper-right side of the screen and use the upload dialog to locate the Web Connect file you downloaded
In QuickBooks Online, choose Banking from the left column
Download a Web Connect file (.qbo or .qfx) from Evergreen's Online Banking site
When the import is finished, click Let's go!
Review the For Review tab on the Banking page to view what was downloaded
Click Next, and then click Done
Repeat this step for each account that you have connected to this institution

DISCONNECT Online Banking connection for accounts connected to Evergreen Federal Bank

Select Banking from the left column
Click the account you want to disconnect, then click the Pencil Icon on the corner of that account box
Click Edit Account Info
Check the box next to Disconnect this Account on Save
Select Save and Close
Repeat steps for any additional accounts that apply

RECONNECT Online Banking connection for accounts that apply

On the Banking page, click Add Account in the upper-right side of the screen
Type Evergreen Federal Bank and choose the correct option from the results
Enter your financial institution credentials and click Continue. Express Web Connect uses the same credentials you use for Evergreen Online Banking
Provide additional information, if requested
Ensure you associate the accounts for Evergreen to the appropriate account already listed under Which accounts do you want to connect? Choose the matching accounts in the drop-down menu.
Important: Do NOT select “+Add New” unless you intend to add a new account to QuickBooks Online.
If you are presented with accounts you do not want to track in this QuickBooks Online Company, Uncheck the box next to the Account Name
After all accounts have been matched, click Connect and then click Finish
Exclude duplicate transactions
Select Banking from the left column
In the For Review section, click the checkboxes for the transactions you want to exclude
Choose Batch Actions >Exclude Selected.