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Why is the "Match Clio Payments To Xero Bank Account" Dropdown Empty?

Objective:

  • To learn why there are no options when attempting to map Clio Payments to a Xero Bank Account

Environment:

  • Clio Manage
  • Xero

Additional Information:

How to Add a Code to a Xero Bank Account

Answer:

Bank accounts in Xero may not have an account code

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