Intuit Quicken^® Web Connect

Instructions: Quicken^® Windows Web Connect (from within Online Banking)

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank

• Choose Tools > Account List
• Click Edit on the account to deactivate
• In Account Details, click Online Services
• Click Deactivate. Follow prompts to confirm deactivation
• Click the General tab
• Delete Evergreen Federal Bank and Account Number information. Click OK to close the window
• Repeat steps for any additional accounts that apply.

RECONNECT Online Banking connection for accounts that apply

• Download a Quicken Web Connect file from Evergreen's Online Banking site
• In Quicken, choose File > File Import > Web Connect (.QFX) File
• Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens
• Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken
• Repeat this step for each account you have connected to Evergreen.

Instructions: Mac Web Connect

ACTIVATE the Online Banking connection for accounts connected to Evergreen Federal Bank

• Click your account in the Accounts list on the left side
• Choose Accounts > Settings
• Select Set up transaction download
• Enter your financial institution name in the search field, select the correct option and click Continue
• Enter your credentials

• Express Web Connect uses the same credentials you use for your Evergreen Online Banking login
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.

• Direct Connect might require credentials that do not match your Online Banking credentials

• In the “Accounts Found” screen, ensure you associate each new account to appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
  Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken
• Click Finish.

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