Issue:
- I'm not able to connect my bank accounts when setting up Clio Payments
Environment:
- Clio Manage
- Clio Payments
Additional Information:
- Please note that there are other reasons that could cause this issue.
- See also How to Create a Bank Account
Cause:
There are no Bank Accounts created in Clio
Resolution:
- Click on the Accounts tab in the black sidebar
- Click New
- Fill out the relevant details
- Click Create New Bank Account
- Repeat the above steps to create all Operating and/or Trust accounts