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Send money at step 1 of 5, asking who you are sending funds to, with a recipient select. Send money at step 1 of 5, asking who you are sending funds to, with a recipient select. Go to Banking > Checking account, then select Move money to pay someone or move your company’s money. Company Admins and Bookkeepers can use it after your company finishes onboarding, and the menu shows some options only to Company Admins. If your Banking menu has no Credit card item, Checking account is called Overview in the sidebar.

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Send money

Send money opens the payment flow at Who are you sending funds to? You choose the recipient, add their payment details, the amount and the accounting details, then review and send. A Bookkeeper must choose at least one approver, and the payment is sent for approval. Sending payments walks through each step. The first step of Send money, choosing a recipient, with the payment method, amount and details steps still to come. The first step of Send money, choosing a recipient, with the payment method, amount and details steps still to come.

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Transfer money

Select Move money > Transfer money.
1

Choose the accounts

Choose the Transfer from and Transfer to accounts. In either list, select Link a bank account to connect a new external account through Plaid.
2

Enter the amount

Enter the Amount. Beside it, Every shows the available balance of the account you’re moving from.
3

Continue to the review

Select Next.
4

Start the transfer

Review Transfer shows the details and how long the transfer will take. Select Initiate Transfer.
A transfer needs an Every account on at least one side, and your money market and your external accounts can’t send money to each other directly. Transfer to lists only accounts that follow those rules. Company Admins and Bookkeepers can also start this flow with Withdraw on Treasury, which opens it with your money market already chosen. The Transfer Funds screen, with the accounts to transfer from and to and the amount. The Transfer Funds screen, with the accounts to transfer from and to and the amount.

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Add funds

Add funds opens a sheet that asks how you’d like to add funds. Choose a method:

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Add funds by bank transfer

If you haven’t connected an external account yet, the sheet shows only Link account. Select it and connect the account through Plaid, and the form appears.
1

Enter the amount

Enter the Amount.
2

Choose the accounts

Choose Transfer From and Transfer To.
3

Transfer

Select Transfer.

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Deposit check

Deposit check opens a page where you deposit a check into your checking account by taking a photo of it.