Plooto

Written by Haley Bistretzan on Aug. 21, 2018

Plooto is the simplest and most effective way to streamline AP and AR transactions and it works within QuickBooks Online. (QBO)

the only fee is a $1/transaction fee

Benefits:

  • No banking or other personal information needed.
  • Records the transaction automatically in QBO.
  • Easily send and receive payment (an email is all that is required).
  • Completely free to sign up
  • No monthly fees, the only fee is a $1/transaction fee or $9.99 for international payments.
  • Reconciles a large number of transactions
  • Maintains a full audit trail
  • Multi-user Remote approvals
  • Assign custom user permissions
  • Schedule payments in advance

5 Steps to Cloud Based Accounting

Schedule payments in advance

Bill payments:

Plooto’s integration allows you to process payments quickly and seamlessly. Once bills are created or updated in QuickBooks online, you simply log into Plooto and process multiple transactions as desired and there is even the option to make partial bill payments if desired. Once payment has been submitted, funds are deposited directly into your payee’s bank account and you will get real time notification at each step of the process. Plooto automatically records your payments in QuickBooks, making it timely and error free.

real time notification

Receiving money from Customers:

You can also use Plooto for collecting accounts receivable.  Collecting accounts receivable using Plooto is convenient, secure and up to three times faster. Funds are directly deposited into your account with real time notification and without any transaction fees.

For more detailed information on Plooto please call KWB at 780-466-6204 or email us by clicking here.

Thanks to Sana Arbadzada of KWB Chartered Accountants for providing this content.

Haley Bistretzan, CPA, CGA

Haley Bistretzan

Manager

Haley has been working part time for KWB since April, 2013. She received her CGA designation in 1998 and worked in public practice for several years before taking time off to be home with her children. During that time she provided bookkeeping services to small businesses but was happy to return to public practice. While still doing some work in corporate year end accounting and tax Haley’s work is focused on managing KWB’s bookkeeping team and working to provide excellent online cloud based accounting services to clients.

Haley is married and has three children. She loves reading, enjoys camping, kayaking, hiking and travelling to ride roller coasters. Volunteering at the West Edmonton Mall Chapel has provided her with an opportunity to meet a variety of people from all walks of life.

Haley's Contact Information

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