Objective:
- How do I connect my second operating account to the correct bank account?
- Why couldn't I change from operating 1 to operating 2 in the Clio Settings page?
- I change my bank account from operating 1 to operating 2 but it does not change
Environment:
- Clio Manage
Additional Information:
- For more information on how to create a bank account, click here.
Answer:
- Create a third Operating account in Clio
- Once created, go to Settings
- Click on Clio Payments
- Set Clio Payments to connect the third Operating account to Operating 2
- Click Save
- Once saved, reconnect the second Operating account to Operating 2
- Click Save and delete the third Operating account