Account balance
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      Transfer funds between teams

      Transfer funds between different teams under the same organization

      Overview

      You can transfer funds between multiple teams if you're an admin, manager or finance user, or have appropriate permissions.

      Instructions

      1. Make sure you are logged into the team with the funds you'd like to move in the dropdown on the left-hand side of the dashboard

      2. In the left-hand menu, click either Home or Billing > Account balance to navigate to the account balance widget:
        balance tile

      3. Select Add funds > Transfer to/from another team:
        funding methods 1

      4. Enter the amount and the team you'd like to transfer the funds to:

      The transfer will take place immediately.

      Planning on sending funds to a different account?

      If you'd like to send funds to a team under a different master organization, these transfers require manual review by our team before funds become available. This process takes one business day.