Objective:
- How Do I Set Up a Bank Account in Clio Manage
- How Do I Create a Bank Account in Clio Manage
- How Do I Add a Bank Account in Clio Manage
Environment:
- Clio Manage
Additional Information:
- If you would like to learn more about the managing Bank Accounts in Clio please review the article: Managing Accounts - Creating, Editing, and Deleting
Answer:
- Click on Accounts on the main left menu
- Click on New Account at the top right
- Select the account type (Required information)
- Input an Account Name (Required information)
- Fill out the rest of the information if you wish to
- Click Create New Bank Account
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