Intuit QuickBooks^® Online - Web Connect and Express Web Connect

Online Web Connect Instructions:

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 

Online Express Web Connect Instructions:

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.

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