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Plooto Certification for Accountants/Bookkeepers
Everything you need to know to fully leverage the Plooto payments platform for you and your clients
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Course Curriculum
Getting Started
Available in
days
days after you enroll
Start
Basic Navigation (2:48)
Start
The Client Dashboard (0:35)
Adding Clients
Available in
days
days after you enroll
Start
Adding a Company
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Adding Company Members (2:26)
Start
Adding a Bank Account (1:43)
Start
Verification Steps (1:47)
Start
Adding a Contact (Payee) (2:15)
The Basics
Available in
days
days after you enroll
Start
Sending a Payment (1:23)
Start
Sending a Payment Request (2:57)
Start
Transaction Statuses and Timing (1:33)
Start
Modifying Transactions (1:25)
Advanced Transactions
Available in
days
days after you enroll
Start
Resetting an Email Money Transfer Security Question (1:10)
Start
Plooto Instant (1:51)
Start
CRA Payments (1:21)
Start
International Transactions and Foreign Exchange (2:33)
Syncing with your Accounting Software
Available in
days
days after you enroll
Start
Connecting your Accounting Software (0:57)
Start
Importing Bills & Invoices and Reconciliation (2:47)
Payment Requests - What the Contact Sees
Available in
days
days after you enroll
Start
What the Contact Sees - Bank Account Payments (2:12)
Start
What the Contact Sees - Credit Card Payments (1:22)
Start
What the Contact Sees - PIN not Received in Bank Account (1:37)
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