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How To Set a Default Bank Account

Objective:

  • How do I make the Operating Account the default account?
  • How Do I Make the Trust Account the default account?  
  • How do I choose the Trust Bank Account as the default?
  • How do I specify which Bank Account as default?

Environment:

  • Clio Manage 

Additional Information:

  • For more information on Managing Accounts, click here.

Procedure:

  1. Select Accounts
  2. Select Edit below the Account that you would like to update 
  3. Scroll down 
  4. Check off the box Default Account 
  5. Select Update Bank Account 

 

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