Intuit QuickBooks^® - Web Connect 

Instructions: QuickBooks^® Windows Web Connect

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank 

Choose Lists menu > Chart of Accounts

Right-click the first account you want 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 you need to deactivate

RECONNECT Online Banking connection for accounts that you deactivated

Log in to Evergreen's Online Banking site and download your transactions to a QuickBooks (.qbo) file.
Note: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download

In QuickBooks, choose File > Utilities > Import > Web Connect Files

Locate your saved Web Connect file and select to import

In the Select Bank Account dialog select Use an existing QuickBooks Account
Important: Do NOT select “Create a new QuickBooks account” unless you intend to add a new account to QuickBooks

In the drop-down list, choose your QuickBooks account(s) and click Continue

Confirm by selecting OK.

Instructions: QuickBooks® Mac Web Connect

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank

Choose Lists > Chart of Accounts

Select the first account you would like to deactivate and choose Edit > Edit Account

Select 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 dialog boxes that may appear with the deactivation

Repeat steps for any additional accounts that apply

RECONNECT Online Banking connection for accounts that apply

Log into Evergreen Federal Bank's site and download your transactions into a QuickBooks (.qbo) file.
Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download

In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file

In the Account Association window, click Select an Account to choose the appropriate existing account register.
Important: Do NOT select “NEW” under the action column unless you intend to add a new account to QuickBooks

Click Continue and OK for any dialog boxes that require action.

QuickBooks Help