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Will Recording a Payment from Trust Move the Money in my Bank Account?

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

Bank account info entered in Clio when creating an account is for reference only, Clio does not connect to your bank or move funds between your actual bank accounts.

Answer:

No, recording a payment from Trust in Clio will not move funds in your bank account.

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