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