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What Accounts Should I Set Up in Clio?

Objective:

  • Which Bank Accounts do I Add to Clio

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

In order to record transactions, you will need to set up your Accounts in Clio. To determine which accounts need to be set up for your firm please consult your accountant. 

You can create two types of account in Clio:

  • Operating accounts
  • Trust accounts (EMEA: referred to as Client Accounts)

To create your Accounts in Clio please see the following article: How to Create a Bank Account

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