You can transfer funds between multiple teams if you're an admin, manager or finance user, or otherwise have appropriate permissions.
Instructions
- 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.
- In the left-hand menu, click either Home or Billing > Balance.
- Click the three dots in the account balance widget, then Transfer to/from another team.
- Enter the amount you'd like to transfer and the team you'd like to transfer the funds to. If the team you'd like to transfer to/from is not listed as an option, you may not have adequate permissions on that team.
Most transfers will take place immediately. However, some transfers may require manual review by our team before funds become available. This process takes one business day.