Moving money

The Move Money button holds every way to send or move funds. It's at the top right of every page, next to your profile, when your account has Accountable accounts. You need a role with money movement access, such as Admin.

Pay Someone

Send a one-off ACH payment or check without creating a bill.

1. Click Move Money > Pay Someone.
2. Recipient: choose an existing recipient or add a new one.
3. Payment method: choose ACH (about 1 business day) or Check (7 to 10 business days).
4. Amount & source: enter the amount, choose which Accountable account to send from, and add a Memo.
5. Review: check the details and send.

If Check is unavailable, contact support to enable check payments.

Transfer Between Accounts

Move funds between your own Accountable accounts, for example from trust to operating.

1. Click Move Money > Transfer Between Accounts.
2. Choose the source and target accounts. They can't be the same.
3. Enter the amount and confirm.

Transfers between Accountable accounts usually complete right away, as long as the source account has enough balance.

Deposit or Withdraw Funds

Move money between Accountable and a linked external bank account.

1. Click Move Money > Deposit or Withdraw Funds.
2. Choose Transfer to Accountable or Transfer from Accountable.
3. Pick the linked account and the Accountable account.
4. Enter the amount. You'll see the estimated transfer date before you confirm.

Deposit a Check (Beta)

1. Click Move Money > Deposit a Check.
2. Choose the account to deposit to and enter the amount.
3. Endorse the back of the check with your signature and the mobile deposit note shown on screen.
4. Upload photos of the front and back. Validation can take up to 2 minutes.
5. Review and click Confirm.

Once approved, funds should arrive within 1 to 4 business days. Keep the physical check for at least a week, until the funds are available.

Accounting for money movement

Transfers and deposits appear in your accounting review queue on the Transfers and Deposits tabs, so they can be coded and synced like any other transaction.

Tip: For recurring vendor payments, use bill pay instead of Pay Someone. You'll get approvals, scheduling, and bill syncing.