QB-Desktop-Direct

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's call center at 1-833-562-1086
(Mon.-Thurs. 5 a.m.-8 p.m.) (Fri. 5 a.m.-6 p.m.) and (Sat. 6 a.m.-2:30 p.m.) Pacific Time.
Ensure you associate the accounts to the 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

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