Client materials

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!
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)

Receiving an E-mail Payment Guide
QuickBooks Online Workflow Guide
Additional QuickBooks Desktop FAQ

Mass Customer Import Template
Bank Information Request Form (US)
Bank Information Request Form (Canada)


The simplest way to pay your vendors, contractors, and other business expenses online. Send payments to the U.S. Syncs with QuickBooks and Xero.

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