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I Have two Operating Accounts Connected to the Same Bank Account in the Clio Payments Settings Page

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:

  1. Create a third Operating account in Clio
  2. Once created, go to Settings 
  3. Click on Clio Payments
  4. Set Clio Payments to connect the third Operating account to Operating 2
  5. Click Save 
  6. Once saved, reconnect the second Operating account to Operating 2 
  7. Click Save and delete the third Operating account
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