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Can I Delete an Operating or Trust Account?

Objective:

  • Delete a linked Operating Account
  • Delete a linked Trust Account
  • Deleting Accounts in Clio

Environment:

  • Clio Manage

Additional Information:

  • You can only delete accounts without any recorded Transactions. If you have any Transactions within an Account, you will need to delete all Transactions first. Please note that deleting accounts is not recommended as this action will almost certainly cause errors to be reported in client balances.

Procedure:

  1. Select Accounts 
  2. Click the arrow to the right of Edit on the desired Account
  3. Select Delete
  4. When deleting an account you will be asked to check off a box to confirm the action and then select Delete in the dialogue box that appears
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