Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Plooto Certification for Accountants/Bookkeepers
Getting Started
Basic Navigation (2:48)
The Client Dashboard (0:35)
Adding Clients
Adding a Company
Adding Company Members (2:26)
Adding a Bank Account (1:43)
Verification Steps (1:47)
Adding a Contact (Payee) (2:15)
The Basics
Sending a Payment (1:23)
Sending a Payment Request (2:57)
Transaction Statuses and Timing (1:33)
Modifying Transactions (1:25)
Advanced Transactions
Resetting an Email Money Transfer Security Question (1:10)
Plooto Instant (1:51)
CRA Payments (1:21)
International Transactions and Foreign Exchange (2:33)
Syncing with your Accounting Software
Connecting your Accounting Software (0:57)
Importing Bills & Invoices and Reconciliation (2:47)
Payment Requests - What the Contact Sees
What the Contact Sees - Bank Account Payments (2:12)
What the Contact Sees - Credit Card Payments (1:22)
What the Contact Sees - PIN not Received in Bank Account (1:37)
Resetting an Email Money Transfer Security Question
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock