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Funds transfer manual

What this task is​

The platform creates this task when a funds movement (transfer or balance adjustment) can't be completed safely on its own and needs an operator. The operator's job is to perform the required transfer or adjustment and reconcile the balances.

When it appears: a funds transfer or balance adjustment couldn't be completed automatically.

Step 1. Open the task​

  1. Go to the Operators' Tasks page.
  2. Find the task in the table and click Execute Task at the end of its row.
  3. A modal opens with the task details and the source/destination context. Keep it open — you'll need these values.

Step 2. Perform the transfer​

  1. If the task requires a payer change, use Billing → Settings and Change payer in Google Ads.
  2. Otherwise, apply the required adjustment in the relevant billing section.

📖 Google Ads help: Make a billing transfer

Step 3. Verify and close​

Do not close the task early. Close it only after the source and destination balances are reconciled.

  1. Confirm the balances match the expected result.
  2. Return to the task modal and resolve it with a successful outcome.
  3. If the transfer cannot be completed, resolve the task with a failed outcome and a short reason instead.