I'm thrilled to welcome you to the Community, @Allen35. Optimizing your funds is crucial, especially in light of the recent updates. Rest assured transferring funds is straightforward through the Send Money page. I'm here to help you accomplish this and ensure a smooth transfer process.
Here's how:
- Navigate to Lending & banking, then QuickBooks Checking.
- Hit the Send money button.
- Select Transfer money, then Next.

- Enter the amount you wish to transfer.
- In the From dropdown, choose your QuickBooks Checking account.
- Pick your connected bank account in the To dropdown.
- Press Next to continue.
- Click Finish transfer to finalize the process.
For more information on transferring funds, accessing monthly statements, and managing your QuickBooks Checking account, please refer to this article: See your QuickBooks Checking monthly statements.
On the other hand, if you want to set aside funds from your account into envelopes for future expenses, check out this article for guidance: Create envelopes to set your funds aside with QuickBooks Checking.
This process will ensure your funds are transferred smoothly and accurately recorded in your financial records. If you have further questions about this process or need a helping hand managing your books, please don't hesitate to Reply below. I'm here to support you every step of the way. Take care.