Fiscal Sponsor Knowledge Base
  • Welcome to Mazlo!
  • Getting Started
    • The Fiscal Sponsor Dashboard
    • Build Your Chart of Accounts
    • Invite Team Members
    • Fund Your Mazlo Account via ACH
    • Wire Instructions
    • Submit a Help Request to the Mazlo Team
  • Projects
    • Create a New Project and Activate Banking
    • Make an Internal Transfer
  • Contacts
    • Create Contact Profiles for Donors and Recipients
  • Check Deposits
    • Make a Mobile Check Deposit
  • Send Money
    • Send an ACH Transfer
    • Mail a Physical Check
    • Approve and Send Payment Requests for Projects
  • Mazlo Cards
    • Issue a Mazlo Card
    • Add Your Mazlo Card to Your Virtual Wallet
    • Using Your Mazlo Card Abroad: Prohibited Countries List
  • Donation Campaign
    • Activate Mazlo Donation Campaign
    • Create a Custom Donation Campaign
  • Transactions
    • Transaction Details: Credits and Debits
    • Splitting Transactions
    • Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts
    • Export Custom Transaction Reports
  • Declined Transactions & How to Resolve Them
  • Compliance
    • Donor Acknowledgement Letters
    • Create a Grant Profile
    • Require Payment Requests to Include an Attachment or Accounting Code
  • Settings
    • Customize Your Organization's Logos
    • Build Live P&L Statements
    • Bank Statements
    • Enable ACH Pull
  • Integrations
    • Update Stripe with Mazlo Account Details
    • Connect Your Stripe Account with an API Key
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On this page
  • Introduction
  • Make an Internal Transfer
  • Contact Our Team
  1. Projects

Make an Internal Transfer

This guide will show you how to make internal transfers to move funds between two accounts within your organization on Mazlo.

Introduction

Easily allocate funds across project accounts within your organization on Mazlo. Internal transfers are secure and instantaneous, ensuring quick access to funds when needed.


Make an Internal Transfer

Step 1: Select Internal Transfers on the Left-Side Menu


Step 2: Enter the Amount and Select the Source and Destination Accounts

Enter the exact amount of the transfer.

Select the account or project where the funds will come from.

Then select the account or project where the funds will be transferred.

Optionally, enter a description. Then click 'Next.'


Step 3: Review and Submit

Review all the details of the internal transfer and click "Submit."


Contact Our Team

PreviousCreate a New Project and Activate BankingNextCreate Contact Profiles for Donors and Recipients

Last updated 5 months ago

Please contact our team if you have any questions: .

support@mazlo.com