Below are a few commonly used documents that you may use with your clients for Plooto onboarding. They cover all of the features and steps to get started, from registering a new company to creating your first payment.Can't find what you're looking for something specific, please reach out to firstname.lastname@example.org!
We're always working to create new materials to make things easier.
One Page Introduction to Plooto
The Hidden Cost of Checks Whitepaper
Intuit App Webinar Featuring Plooto (Video)
New User Step-by-Step Guide
Receiving an E-mail Payment Guide
QBO Workflow Guide
Additional QuickBooks Desktop FAQ
Mass Customer Import Template
Bank Information Request Form (US)
Bank Information Request Form (Canada)