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I'm Not Seeing An Option To Add a Connection with Clio Payments


  • I'm not able to connect my bank accounts when setting up Clio Payments


  • Clio Manage
  • Clio Payments

Additional Information:


There are no Bank Accounts created in Clio


  1. Click on the Accounts tab in the black sidebar
  2. Click New
  3. Fill out the relevant details
  4. Click Create New Bank Account
  5. Repeat the above steps to create all Operating and/or Trust accounts


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